|
1001
|
Boston Family Office
Boston,
Massachusetts
|
–
|
-$341K
|
-5,723
|
Closed
|
|
|
1002
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
–
|
-$333K
|
-5,586
|
Closed
|
|
|
1003
|
Stevens Capital Partners
Omaha,
Nebraska
|
–
|
-$307K
|
-5,159
|
Closed
|
|
|
1004
|
55 North Private Wealth
Winter Park,
Florida
|
–
|
-$305K
|
-5,117
|
Closed
|
|
|
1005
|
|
–
|
-$275K
|
-4,620
|
Closed
|
|
|
1006
|
Kavar Capital Partners Group
Leawood,
Kansas
|
–
|
-$260K
|
-4,371
|
Closed
|
|
|
1007
|
Washington Trust Bank
Spokane,
Washington
|
–
|
-$256K
|
-4,303
|
Closed
|
|
|
1008
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$243K
|
-4,080
|
Closed
|
|
|
1009
|
TD Capital Management
Memphis,
Tennessee
|
–
|
-$231K
|
-3,887
|
Closed
|
|
|
1010
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
–
|
-$221K
|
-3,712
|
Closed
|
|
|
1011
|
Integrity Advisory Solutions
Dallas,
Texas
|
–
|
-$215K
|
-3,603
|
Closed
|
|
|
1012
|
Partners in Financial Planning
Salem,
Virginia
|
–
|
-$211K
|
-3,543
|
Closed
|
|
|
1013
|
Financial Management Network
Mission Viejo,
California
|
–
|
-$210K
|
-3,535
|
Closed
|
|
|
1014
|
Frontier Asset Management
Sheridan,
Wyoming
|
–
|
-$208K
|
-3,491
|
Closed
|
|
|
1015
|
Diversified Trust
Memphis,
Tennessee
|
–
|
-$205K
|
-3,444
|
Closed
|
|
|
1016
|
GWN Securities
Palm Beach Gardens,
Florida
|
–
|
-$205K
|
-3,434
|
Closed
|
|
|
1017
|
Latitude Advisors
Vero Beach,
Florida
|
–
|
-$204K
|
-3,433
|
Closed
|
|
|
1018
|
Grove Bank & Trust
Miami,
Florida
|
–
|
-$196K
|
-3,288
|
Closed
|
|
|
1019
|
Root Financial Partners
Encinitas,
California
|
–
|
-$188K
|
-3,161
|
Closed
|
|
|
1020
|
Frankly Finances
Winter Park,
Florida
|
–
|
-$167K
|
-2,810
|
Closed
|
|
|
1021
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$163K
|
-2,740
|
Closed
|
|
|
1022
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$151K
|
-2,528
|
Closed
|
|
|
1023
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$144K
|
-2,422
|
Closed
|
|
|
1024
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$74.6K
|
-1,253
|
Closed
|
|
|
1025
|
Pacifica Partners
Surrey,
Canada
|
–
|
-$74K
|
-1,243
|
Closed
|
|
