|
2201
|
True North Advisors
Dallas,
Texas
|
–
|
-$15.9M
|
-67,103
|
Closed
|
|
|
2202
|
Von Berge Wealth Management Group
San Diego,
California
|
–
|
-$11.8M
|
-48,351
|
Closed
|
|
|
2203
|
Armis Advisers
Atlanta,
Georgia
|
–
|
-$5.56M
|
-23,422
|
Closed
|
|
|
2204
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
–
|
-$2.2M
|
-9,302
|
Closed
|
|
|
2205
|
DOHJ LLC
Seattle,
Washington
|
–
|
-$1.86M
|
-8,820
|
Closed
|
|
|
2206
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
–
|
-$1.88M
|
-7,942
|
Closed
|
|
|
2207
|
Mosaic Advisors
Houston,
Texas
|
–
|
-$1.75M
|
-7,382
|
Closed
|
|
|
2208
|
|
–
|
-$1.71M
|
-7,209
|
Closed
|
|
|
2209
|
Custos Family Office
Austin,
Texas
|
–
|
-$1.43M
|
-6,023
|
Closed
|
|
|
2210
|
Horizon Bancorp
Michigan City,
Indiana
|
–
|
-$901K
|
-3,800
|
Closed
|
|
|
2211
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
–
|
-$901K
|
-3,789
|
Closed
|
|
|
2212
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
–
|
-$787K
|
-3,322
|
Closed
|
|
|
2213
|
MASECO Private Wealth
London,
|
–
|
-$781K
|
-3,294
|
Closed
|
|
|
2214
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
–
|
-$694K
|
-2,928
|
Closed
|
|
|
2215
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$607K
|
-2,560
|
Closed
|
|
|
2216
|
Millennium Management
New York
|
–
|
-$599K
|
-2,527
|
Closed
|
|
|
2217
|
Independent Solutions Wealth Management
Williamsville,
New York
|
–
|
-$572K
|
-2,413
|
Closed
|
|
|
2218
|
Adams Wealth Management
Logan,
Utah
|
–
|
-$556K
|
-2,345
|
Closed
|
|
|
2219
|
CacheTech Inc
Logan,
Utah
|
–
|
-$556K
|
-2,345
|
Closed
|
|
|
2220
|
L2 Asset Management
Wayland,
Massachusetts
|
–
|
-$503K
|
-2,121
|
Closed
|
|
|
2221
|
Leo Wealth LLC
Hurst,
Texas
|
–
|
-$477K
|
-2,013
|
Closed
|
|
|
2222
|
Park Square Financial Group
Roswell,
Georgia
|
–
|
-$470K
|
-1,983
|
Closed
|
|
|
2223
|
JGP Wealth Management
Bend,
Oregon
|
–
|
-$423K
|
-1,784
|
Closed
|
|
|
2224
|
F/M Investments
Washington,
District of Columbia
|
–
|
-$367K
|
-1,566
|
Closed
|
|
|
2225
|
Umpqua Bank
Lake Oswego,
Oregon
|
–
|
-$325K
|
-1,343
|
Closed
|
|
