|
1301
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$480K
|
-5,901
|
Closed
|
|
|
1302
|
|
–
|
-$468K
|
-5,761
|
Closed
|
|
|
1303
|
DZ Bank
Frankfurt Am Main,
Germany
|
–
|
-$445K
|
-5,484
|
Closed
|
|
|
1304
|
Kavar Capital Partners Group
Leawood,
Kansas
|
–
|
-$437K
|
-5,373
|
Closed
|
|
|
1305
|
Woodward Diversified Capital
Bakersfield,
California
|
–
|
-$387K
|
-4,758
|
Closed
|
|
|
1306
|
Benedetti & Gucer
Atlanta,
Georgia
|
–
|
-$384K
|
-4,734
|
Closed
|
|
|
1307
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
–
|
-$368K
|
-4,531
|
Closed
|
|
|
1308
|
Welch & Forbes
Boston,
Massachusetts
|
–
|
-$358K
|
-4,410
|
Closed
|
|
|
1309
|
Insight Folios
Charlotte,
North Carolina
|
–
|
-$331K
|
-4,070
|
Closed
|
|
|
1310
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
–
|
-$321K
|
-3,949
|
Closed
|
|
|
1311
|
|
–
|
-$306K
|
-3,770
|
Closed
|
|
|
1312
|
Principle Wealth Partners
Madison,
Connecticut
|
–
|
-$302K
|
-3,720
|
Closed
|
|
|
1313
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$300K
|
-3,692
|
Closed
|
|
|
1314
|
Bank OZK
Little Rock,
Arkansas
|
–
|
-$299K
|
-3,680
|
Closed
|
|
|
1315
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$282K
|
-3,475
|
Closed
|
|
|
1316
|
First Bankers Trust
Louisville,
Kentucky
|
–
|
-$275K
|
-3,380
|
Closed
|
|
|
1317
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
–
|
-$274K
|
-3,372
|
Closed
|
|
|
1318
|
Objective Capital Management
Pepper Pike,
Ohio
|
–
|
-$268K
|
-3,304
|
Closed
|
|
|
1319
|
Iowa State Bank
Urbandale,
Iowa
|
–
|
-$258K
|
-3,170
|
Closed
|
|
|
1320
|
Ascent Group
Virginia Beach,
Virginia
|
–
|
-$253K
|
-3,143
|
Closed
|
|
|
1321
|
Boothbay Fund Management
New York
|
–
|
-$249K
|
-3,066
|
Closed
|
|
|
1322
|
Montgomery Investment Management
Rockville,
Maryland
|
–
|
-$244K
|
-3,000
|
Closed
|
|
|
1323
|
Phraction Management
Colchester,
Connecticut
|
–
|
-$242K
|
-2,979
|
Closed
|
|
|
1324
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$236K
|
-2,901
|
Closed
|
|
|
1325
|
Trinity Financial Advisors
Columbus,
Ohio
|
–
|
-$230K
|
-2,835
|
Closed
|
|
