|
601
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
–
|
-$1.75M
|
-28,649
|
Closed
|
|
|
602
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$1.59M
|
-26,094
|
Closed
|
|
|
603
|
|
–
|
-$984K
|
-16,158
|
Closed
|
|
|
604
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$677K
|
-11,108
|
Closed
|
|
|
605
|
Financial Life Advisors
San Antonio,
Texas
|
–
|
-$669K
|
-10,972
|
Closed
|
|
|
606
|
Jefferies Financial Group
New York
|
–
|
-$638K
|
-10,470
|
Closed
|
|
|
607
|
FirstPurpose Wealth
Orem,
Utah
|
–
|
-$541K
|
-8,876
|
Closed
|
|
|
608
|
TD Asset Management
Toronto,
Ontario, Canada
|
–
|
-$536K
|
-8,800
|
Closed
|
|
|
609
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$503K
|
-8,261
|
Closed
|
|
|
610
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
–
|
-$502K
|
-8,240
|
Closed
|
|
|
611
|
DFPG Investments
Sandy,
Utah
|
–
|
-$492K
|
-8,065
|
Closed
|
|
|
612
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$480K
|
-7,127
|
Closed
|
|
|
613
|
Index Fund Advisors
Irvine,
California
|
–
|
-$371K
|
-6,094
|
Closed
|
|
|
614
|
Centaurus Financial
Anaheim,
California
|
–
|
-$363K
|
-5,960
|
Closed
|
|
|
615
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
–
|
-$341K
|
-5,601
|
Closed
|
|
|
616
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$317K
|
-5,209
|
Closed
|
|
|
617
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$305K
|
-5,009
|
Closed
|
|
|
618
|
Alterna Wealth Management
Houston,
Texas
|
–
|
-$295K
|
-4,836
|
Closed
|
|
|
619
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
–
|
-$282K
|
-4,633
|
Closed
|
|
|
620
|
Wealth Management Solutions
Exton,
Pennsylvania
|
–
|
-$240K
|
-3,938
|
Closed
|
|
|
621
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$232K
|
-3,810
|
Closed
|
|
|
622
|
Welch & Forbes
Boston,
Massachusetts
|
–
|
-$224K
|
-3,675
|
Closed
|
|
|
623
|
VERITY Wealth Advisors
Sausalito,
United States
|
–
|
-$222K
|
-3,642
|
Closed
|
|
|
624
|
Regimen Wealth
Atlanta,
Georgia
|
–
|
-$208K
|
-3,408
|
Closed
|
|
|
625
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
–
|
-$191K
|
-3,136
|
Closed
|
|
