|
1001
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$594K
|
-2,278
|
Closed
|
|
|
1002
|
Regions Financial Corp
Birmingham,
Alabama
|
–
|
-$485K
|
-1,860
|
Closed
|
|
|
1003
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$455K
|
-1,746
|
Closed
|
|
|
1004
|
HC Advisors
Sandy Springs,
Georgia
|
–
|
-$451K
|
-1,731
|
Closed
|
|
|
1005
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$446K
|
-1,711
|
Closed
|
|
|
1006
|
Renaissance Technologies
New York
|
–
|
-$443K
|
-1,700
|
Closed
|
|
|
1007
|
Blackston Financial Advisory Group
The Villages,
Florida
|
–
|
-$437K
|
-1,678
|
Closed
|
|
|
1008
|
Wallace Advisory Group
Lafayette,
California
|
–
|
-$366K
|
-1,515
|
Closed
|
|
|
1009
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
–
|
-$384K
|
-1,479
|
Closed
|
|
|
1010
|
Estate Counselors
Thiensville,
Wisconsin
|
–
|
-$374K
|
-1,435
|
Closed
|
|
|
1011
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$372K
|
-1,428
|
Closed
|
|
|
1012
|
Delta Financial Group
Basking Ridge,
New Jersey
|
–
|
-$338K
|
-1,298
|
Closed
|
|
|
1013
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$319K
|
-1,261
|
Closed
|
|
|
1014
|
Portside Wealth Group
Provo,
Utah
|
–
|
-$318K
|
-1,221
|
Closed
|
|
|
1015
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$298K
|
-1,142
|
Closed
|
|
|
1016
|
Dupree Financial Group
Lexington,
Kentucky
|
–
|
-$271K
|
-1,038
|
Closed
|
|
|
1017
|
Red Door Wealth Management
Memphis,
Tennessee
|
–
|
-$252K
|
-968
|
Closed
|
|
|
1018
|
HoyleCohen
San Diego,
California
|
–
|
-$243K
|
-933
|
Closed
|
|
|
1019
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
–
|
-$242K
|
-930
|
Closed
|
|
|
1020
|
Southland Equity Partners
Wildwood,
Missouri
|
–
|
-$233K
|
-893
|
Closed
|
|
|
1021
|
Wealth Effects
Boston,
Massachusetts
|
–
|
-$231K
|
-887
|
Closed
|
|
|
1022
|
Pure Financial Advisors
San Diego,
California
|
–
|
-$230K
|
-882
|
Closed
|
|
|
1023
|
Sage Financial Management Group
Mclean,
Virginia
|
–
|
-$222K
|
-853
|
Closed
|
|
|
1024
|
Berger Financial Group
Plymouth,
Minnesota
|
–
|
-$210K
|
-807
|
Closed
|
|
|
1025
|
1900 Wealth Management
San Antonio,
Texas
|
–
|
-$210K
|
-805
|
Closed
|
|
