|
1201
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$954K
|
-11,396
|
Closed
|
|
|
1202
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$843K
|
-10,060
|
Closed
|
|
|
1203
|
Connecticut Wealth Management
Farmington,
Connecticut
|
–
|
-$840K
|
-10,029
|
Closed
|
|
|
1204
|
Idaho Trust Bank
Boise,
Idaho
|
–
|
-$692K
|
-8,263
|
Closed
|
|
|
1205
|
Leo Wealth LLC
Hurst,
Texas
|
–
|
-$658K
|
-7,862
|
Closed
|
|
|
1206
|
Keeley-Teton Advisors
Chicago,
Illinois
|
–
|
-$506K
|
-6,041
|
Closed
|
|
|
1207
|
Kraft Davis & Associates
St. Louis,
Missouri
|
–
|
-$453K
|
-5,567
|
Closed
|
|
|
1208
|
SG Americas Securities
New York
|
–
|
-$462K
|
-5,511
|
Closed
|
|
|
1209
|
Avaii Wealth Management
Appleton,
Wisconsin
|
–
|
-$442K
|
-5,282
|
Closed
|
|
|
1210
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$427K
|
-5,096
|
Closed
|
|
|
1211
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$409K
|
-4,883
|
Closed
|
|
|
1212
|
Haverford Trust Company
Radnor,
Pennsylvania
|
–
|
-$380K
|
-4,536
|
Closed
|
|
|
1213
|
Hibernia Wealth Partners
Baton Rouge,
Louisiana
|
–
|
-$334K
|
-3,991
|
Closed
|
|
|
1214
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$320K
|
-3,825
|
Closed
|
|
|
1215
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
–
|
-$311K
|
-3,713
|
Closed
|
|
|
1216
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$282K
|
-3,361
|
Closed
|
|
|
1217
|
Atomi Financial Group
New York
|
–
|
-$281K
|
-3,352
|
Closed
|
|
|
1218
|
Astoria Portfolio Advisors
New York
|
–
|
-$276K
|
-3,346
|
Closed
|
|
|
1219
|
Lord, Abbett & Co
Jersey City,
New Jersey
|
–
|
-$249K
|
-2,968
|
Closed
|
|
|
1220
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$247K
|
-2,951
|
Closed
|
|
|
1221
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
–
|
-$246K
|
-2,935
|
Closed
|
|
|
1222
|
Allen Capital Group
Grand Island,
Nebraska
|
–
|
-$240K
|
-2,870
|
Closed
|
|
|
1223
|
Bank of Stockton
Stockton,
California
|
–
|
-$237K
|
-2,825
|
Closed
|
|
|
1224
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
–
|
-$235K
|
-2,802
|
Closed
|
|
|
1225
|
Weaver Consulting Group
Huntington Beach,
California
|
–
|
-$230K
|
-2,744
|
Closed
|
|
