|
1301
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
–
|
-$1.76M
|
-23,719
|
Closed
|
|
|
1302
|
HUB Investment Partners
Austin,
Texas
|
–
|
-$1.75M
|
-23,520
|
Closed
|
|
|
1303
|
|
–
|
-$1.61M
|
-21,638
|
Closed
|
|
|
1304
|
Circle Wealth Management
Summit,
New Jersey
|
–
|
-$1.17M
|
-15,715
|
Closed
|
|
|
1305
|
Copperleaf Capital
Raleigh,
North Carolina
|
–
|
-$1.1M
|
-14,751
|
Closed
|
|
|
1306
|
Flow Traders U.S.
New York
|
–
|
-$1.08M
|
-14,532
|
Closed
|
|
|
1307
|
Rosenblum Silverman Sutton
San Francisco,
California
|
–
|
-$1.06M
|
-14,215
|
Closed
|
|
|
1308
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$945K
|
-12,729
|
Closed
|
|
|
1309
|
Lyell Wealth Management
Menlo Park,
California
|
–
|
-$828K
|
-11,142
|
Closed
|
|
|
1310
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
–
|
-$729K
|
-9,810
|
Closed
|
|
|
1311
|
Highview Capital Management
Buffalo Grove,
Illinois
|
–
|
-$725K
|
-9,762
|
Closed
|
|
|
1312
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
–
|
-$717K
|
-9,651
|
Closed
|
|
|
1313
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
–
|
-$666K
|
-8,966
|
Closed
|
|
|
1314
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$608K
|
-8,190
|
Closed
|
|
|
1315
|
Northeast Investment Management
Boston,
Massachusetts
|
–
|
-$569K
|
-7,665
|
Closed
|
|
|
1316
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$546K
|
-7,360
|
Closed
|
|
|
1317
|
Independent Wealth Network
Urbandale,
Iowa
|
–
|
-$538K
|
-7,247
|
Closed
|
|
|
1318
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
–
|
-$504K
|
-6,786
|
Closed
|
|
|
1319
|
Landmark Wealth Management (New York)
Melville,
New York
|
–
|
-$476K
|
-6,401
|
Closed
|
|
|
1320
|
Angeles Wealth Management
Santa Monica,
California
|
–
|
-$446K
|
-6,000
|
Closed
|
|
|
1321
|
NorthLanding Financial Partners
Rochester,
New York
|
–
|
-$394K
|
-5,309
|
Closed
|
|
|
1322
|
Planned Solutions
Folsom,
California
|
–
|
-$389K
|
-5,234
|
Closed
|
|
|
1323
|
Blue Barn Wealth
Orem,
Utah
|
–
|
-$383K
|
-5,152
|
Closed
|
|
|
1324
|
Straight Path Wealth Management
Jenison,
Michigan
|
–
|
-$375K
|
-5,054
|
Closed
|
|
|
1325
|
J.M. Forbes & Co
Boston,
Massachusetts
|
–
|
-$367K
|
-4,944
|
Closed
|
|
