|
1001
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$2.6M
|
-58,308
|
Closed
|
|
|
1002
|
Janus Henderson Group
London,
|
–
|
-$2.45M
|
-54,900
|
Closed
|
|
|
1003
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$2.37M
|
-53,176
|
Closed
|
|
|
1004
|
|
–
|
-$2.31M
|
-51,976
|
Closed
|
|
|
1005
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
–
|
-$1.78M
|
-40,012
|
Closed
|
|
|
1006
|
Cambria Investment Management
Manhattan Beach,
California
|
–
|
-$1.53M
|
-34,280
|
Closed
|
|
|
1007
|
Planning Directions
Glen Mills,
Pennsylvania
|
–
|
-$1.3M
|
-29,300
|
Closed
|
|
|
1008
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
–
|
-$309K
|
-28,056
|
Closed
|
|
|
1009
|
Park Avenue Securities
New York
|
–
|
-$1.09M
|
-24,476
|
Closed
|
|
|
1010
|
Corbett Road Capital Management
Mclean,
Virginia
|
–
|
-$1.03M
|
-23,036
|
Closed
|
|
|
1011
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
–
|
-$897K
|
-20,144
|
Closed
|
|
|
1012
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$831K
|
-18,664
|
Closed
|
|
|
1013
|
Astoria Strategic Wealth
Conroe,
Texas
|
–
|
-$775K
|
-17,380
|
Closed
|
|
|
1014
|
Silvercrest Asset Management
New York
|
–
|
-$753K
|
-16,908
|
Closed
|
|
|
1015
|
IEQ Capital
Foster City,
California
|
–
|
-$747K
|
-16,772
|
Closed
|
|
|
1016
|
Brightworth
Atlanta,
Georgia
|
–
|
-$661K
|
-14,836
|
Closed
|
|
|
1017
|
Peak Asset Management
Louisville,
Colorado
|
–
|
-$638K
|
-14,324
|
Closed
|
|
|
1018
|
Wills Financial Group
Richmond,
Virginia
|
–
|
-$566K
|
-12,704
|
Closed
|
|
|
1019
|
Blue Edge Capital
Richmond,
Virginia
|
–
|
-$557K
|
-12,500
|
Closed
|
|
|
1020
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
–
|
-$554K
|
-12,432
|
Closed
|
|
|
1021
|
Klingman & Associates
New York
|
–
|
-$553K
|
-12,420
|
Closed
|
|
|
1022
|
Empirical Finance
Havertown,
Pennsylvania
|
–
|
-$550K
|
-12,344
|
Closed
|
|
|
1023
|
Liberty Capital Management
Birmingham,
Michigan
|
–
|
-$523K
|
-11,740
|
Closed
|
|
|
1024
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
–
|
-$519K
|
-11,644
|
Closed
|
|
|
1025
|
Principle Wealth Partners
Madison,
Connecticut
|
–
|
-$502K
|
-11,260
|
Closed
|
|
