|
1201
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$989K
|
-12,679
|
Closed
|
|
|
1202
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$902K
|
-11,563
|
Closed
|
|
|
1203
|
TTP Investments
San Jose,
California
|
–
|
-$888K
|
-11,380
|
Closed
|
|
|
1204
|
Calton & Associates
Tampa,
Florida
|
–
|
-$874K
|
-11,203
|
Closed
|
|
|
1205
|
FFG Retirement Advisors
Centennial,
Colorado
|
–
|
-$824K
|
-10,563
|
Closed
|
|
|
1206
|
Maxwell Wealth Strategies
Pleasanton,
California
|
–
|
-$824K
|
-10,554
|
Closed
|
|
|
1207
|
Two Sigma Advisers
New York
|
–
|
-$804K
|
-10,300
|
Closed
|
|
|
1208
|
Sterling Group Wealth Management
Pasadena,
California
|
–
|
-$703K
|
-9,009
|
Closed
|
|
|
1209
|
SigFig Wealth Management
San Francisco,
California
|
–
|
-$653K
|
-8,362
|
Closed
|
|
|
1210
|
Clifford Group
Wayland,
Massachusetts
|
–
|
-$652K
|
-8,358
|
Closed
|
|
|
1211
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$648K
|
-8,306
|
Closed
|
|
|
1212
|
Cobblestone Asset Management
Richmond,
Virginia
|
–
|
-$632K
|
-8,095
|
Closed
|
|
|
1213
|
Copperleaf Capital
Raleigh,
North Carolina
|
–
|
-$614K
|
-7,874
|
Closed
|
|
|
1214
|
GTS Securities
Miami,
Florida
|
–
|
-$589K
|
-7,542
|
Closed
|
|
|
1215
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$560K
|
-7,273
|
Closed
|
|
|
1216
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$553K
|
-7,093
|
Closed
|
|
|
1217
|
Hart & Patterson Financial Group
Amherst,
Massachusetts
|
–
|
-$541K
|
-6,931
|
Closed
|
|
|
1218
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$530K
|
-6,796
|
Closed
|
|
|
1219
|
Redwood Investment Management
Scottsdale,
Arizona
|
–
|
-$527K
|
-6,756
|
Closed
|
|
|
1220
|
Donaldson Capital Management
Evansville,
Indiana
|
–
|
-$453K
|
-5,810
|
Closed
|
|
|
1221
|
RCS Financial Planning
Annapolis,
Maryland
|
–
|
-$416K
|
-5,331
|
Closed
|
|
|
1222
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
–
|
-$400K
|
-5,130
|
Closed
|
|
|
1223
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$393K
|
-5,024
|
Closed
|
|
|
1224
|
|
–
|
-$376K
|
-4,819
|
Closed
|
|
|
1225
|
Fiduciary Alliance
Greenville,
South Carolina
|
–
|
-$358K
|
-4,591
|
Closed
|
|
