|
1101
|
Three Peaks Capital Management
Castle Rock,
Colorado
|
–
|
-$3.16M
|
-37,959
|
Closed
|
|
|
1102
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
–
|
-$2.2M
|
-26,426
|
Closed
|
|
|
1103
|
CI Investments Inc
Toronto,
Ontario, Canada
|
–
|
-$1.79M
|
-21,498
|
Closed
|
|
|
1104
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
–
|
-$1.67M
|
-20,042
|
Closed
|
|
|
1105
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
–
|
-$1.53M
|
-18,349
|
Closed
|
|
|
1106
|
|
–
|
-$1.04M
|
-12,507
|
Closed
|
|
|
1107
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$941K
|
-11,300
|
Closed
|
|
|
1108
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$564K
|
-6,769
|
Closed
|
|
|
1109
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
–
|
-$513K
|
-6,168
|
Closed
|
|
|
1110
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$471K
|
-5,660
|
Closed
|
|
|
1111
|
Acorn Financial Advisory Services
Reston,
Virginia
|
–
|
-$458K
|
-5,506
|
Closed
|
|
|
1112
|
Kavar Capital Partners Group
Leawood,
Kansas
|
–
|
-$446K
|
-5,359
|
Closed
|
|
|
1113
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$445K
|
-5,341
|
Closed
|
|
|
1114
|
Bellecapital
Zurich,
Switzerland
|
–
|
-$399K
|
-4,797
|
Closed
|
|
|
1115
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
–
|
-$344K
|
-4,131
|
Closed
|
|
|
1116
|
Grimes & Company
Westborough,
Massachusetts
|
–
|
-$313K
|
-3,757
|
Closed
|
|
|
1117
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
–
|
-$308K
|
-3,703
|
Closed
|
|
|
1118
|
Renasant Bank
Tupelo,
Mississippi
|
–
|
-$281K
|
-3,380
|
Closed
|
|
|
1119
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$270K
|
-3,239
|
Closed
|
|
|
1120
|
Badgley, Phelps & Bell
Seattle,
Washington
|
–
|
-$261K
|
-3,135
|
Closed
|
|
|
1121
|
Oak Family Advisors
Chicago,
Illinois
|
–
|
-$252K
|
-3,023
|
Closed
|
|
|
1122
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$240K
|
-2,885
|
Closed
|
|
|
1123
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$236K
|
-2,836
|
Closed
|
|
|
1124
|
Johnson Bixby & Associates
Vancouver,
Washington
|
–
|
-$232K
|
-2,792
|
Closed
|
|
|
1125
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
–
|
-$222K
|
-2,673
|
Closed
|
|
