|
501
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$263K
|
-16,665
|
Closed
|
|
|
502
|
LifePro Asset Management
San Diego,
California
|
–
|
-$281K
|
-16,546
|
Closed
|
|
|
503
|
MAS Advisors
Miami,
Florida
|
–
|
-$242K
|
-15,351
|
Closed
|
|
|
504
|
Atria Wealth Solutions
New York
|
–
|
-$239K
|
-15,164
|
Closed
|
|
|
505
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$236K
|
-14,951
|
Closed
|
|
|
506
|
Laffer Tengler Investments
Nashville,
Tennessee
|
–
|
-$229K
|
-14,540
|
Closed
|
|
|
507
|
Reitz Capital Advisors
Freeland,
Michigan
|
–
|
-$219K
|
-13,850
|
Closed
|
|
|
508
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$207K
|
-13,095
|
Closed
|
|
|
509
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$201K
|
-12,730
|
Closed
|
|
|
510
|
Caprock Group
Boise,
Idaho
|
–
|
-$192K
|
-12,174
|
Closed
|
|
|
511
|
Regions Financial Corp
Birmingham,
Alabama
|
–
|
-$187K
|
-11,855
|
Closed
|
|
|
512
|
Curated Wealth Partners
El Segundo,
California
|
–
|
-$186K
|
-11,757
|
Closed
|
|
|
513
|
Bridgefront Capital
Austin,
Texas
|
–
|
-$180K
|
-11,430
|
Closed
|
|
|
514
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$172K
|
-10,898
|
Closed
|
|
|
515
|
Independent Financial Group
San Diego,
California
|
–
|
-$167K
|
-10,603
|
Closed
|
|
|
516
|
Appleton Partners
Boston,
Massachusetts
|
–
|
-$165K
|
-10,475
|
Closed
|
|
|
517
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$164K
|
-10,386
|
Closed
|
|
|
518
|
Legacy Financial Advisors
Covington,
Kentucky
|
–
|
-$162K
|
-10,286
|
Closed
|
|
|
519
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$160K
|
-10,169
|
Closed
|
|
|
520
|
LVW Advisors
Pittsford,
New York
|
–
|
-$159K
|
-10,074
|
Closed
|
|
|
521
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$142K
|
-9,030
|
Closed
|
|
|
522
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$139K
|
-8,791
|
Closed
|
|
|
523
|
Caption Management
Oklahoma City,
Oklahoma
|
–
|
-$138K
|
-8,750
|
Closed
|
|
|
524
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$101K
|
-6,429
|
Closed
|
|
|
525
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$63.3K
|
-4,012
|
Closed
|
|
