|
351
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
–
|
-$35M
|
-461,000
|
Closed
|
|
|
352
|
Estate Counselors
Thiensville,
Wisconsin
|
–
|
-$10.7M
|
-141,405
|
Closed
|
|
|
353
|
|
–
|
-$7.33M
|
-96,604
|
Closed
|
|
|
354
|
Sykon Capital
Harrison,
New York
|
–
|
-$3.37M
|
-44,436
|
Closed
|
|
|
355
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$2.9M
|
-38,222
|
Closed
|
|
|
356
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$2.73M
|
-36,002
|
Closed
|
|
|
357
|
Kingswood Wealth Advisors
San Diego,
California
|
–
|
-$2.49M
|
-32,780
|
Closed
|
|
|
358
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$2.14M
|
-28,203
|
Closed
|
|
|
359
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$1.68M
|
-22,100
|
Closed
|
|
|
360
|
AXS Investments
Port Chester,
New York
|
–
|
-$1.54M
|
-20,259
|
Closed
|
|
|
361
|
FSA Advisors
Troy,
Michigan
|
–
|
-$18.8K
|
-19,896
|
Closed
|
|
|
362
|
Aureum Wealth Management
North Palm Beach,
Florida
|
–
|
-$1.2M
|
-15,809
|
Closed
|
|
|
363
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$1.19M
|
-15,636
|
Closed
|
|
|
364
|
PW Advisors
Tallahassee,
Florida
|
–
|
-$1.1M
|
-14,466
|
Closed
|
|
|
365
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$972K
|
-12,817
|
Closed
|
|
|
366
|
GK Wealth Management
Reno,
Nevada
|
–
|
-$910K
|
-12,000
|
Closed
|
|
|
367
|
Capital Square
Chattanooga,
Tennessee
|
–
|
-$703K
|
-9,263
|
Closed
|
|
|
368
|
Titan Investment Management
Indianapolis,
Indiana
|
–
|
-$637K
|
-8,395
|
Closed
|
|
|
369
|
Hobart Private Capital
Charlotte,
North Carolina
|
–
|
-$594K
|
-7,830
|
Closed
|
|
|
370
|
Marks Wealth
Annapolis,
Maryland
|
–
|
-$521K
|
-6,865
|
Closed
|
|
|
371
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$490K
|
-6,423
|
Closed
|
|
|
372
|
Thompson Davis & Co
Richmond,
Virginia
|
–
|
-$379K
|
-5,000
|
Closed
|
|
|
373
|
Charles Schwab
San Francisco,
California
|
–
|
-$350K
|
-4,610
|
Closed
|
|
|
374
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
–
|
-$340K
|
-4,480
|
Closed
|
|
|
375
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
–
|
-$325K
|
-4,291
|
Closed
|
|
