|
701
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$599K
|
-8,088
|
Closed
|
|
|
702
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$566K
|
-7,632
|
Closed
|
|
|
703
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$536K
|
-7,236
|
Closed
|
|
|
704
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$533K
|
-7,188
|
Closed
|
|
|
705
|
Advisory Alpha
Holland,
Michigan
|
–
|
-$395K
|
-5,334
|
Closed
|
|
|
706
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$353K
|
-4,770
|
Closed
|
|
|
707
|
Howard Bailey Securities
Fort Wayne,
Indiana
|
–
|
-$348K
|
-4,692
|
Closed
|
|
|
708
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$300K
|
-4,044
|
Closed
|
|
|
709
|
Kelly Lawrence W & Associates
Pasadens,
California
|
–
|
-$296K
|
-3,990
|
Closed
|
|
|
710
|
LongView Wealth Management
Atlanta,
Georgia
|
–
|
-$274K
|
-3,648
|
Closed
|
|
|
711
|
Curran Financial Partners
Daniel Island,
South Carolina
|
–
|
-$269K
|
-3,624
|
Closed
|
|
|
712
|
Eddie Patel Inc
Chicago,
Illinois
|
–
|
-$264K
|
-3,570
|
Closed
|
|
|
713
|
TBH Global Asset Management
Brentwood,
Tennessee
|
–
|
-$251K
|
-3,384
|
Closed
|
|
|
714
|
Walser Wealth Management
Tampa,
Florida
|
–
|
-$241K
|
-3,252
|
Closed
|
|
|
715
|
Coquina Private Wealth LLC
Port Charlotte,
Florida
|
–
|
-$236K
|
-3,186
|
Closed
|
|
|
716
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
–
|
-$224K
|
-3,018
|
Closed
|
|
|
717
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
–
|
-$223K
|
-3,012
|
Closed
|
|
|
718
|
Bay Colony Advisors
Concord,
Massachusetts
|
–
|
-$220K
|
-2,970
|
Closed
|
|
|
719
|
Foguth Wealth Management
Brighton,
Michigan
|
–
|
-$218K
|
-2,940
|
Closed
|
|
|
720
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
–
|
-$216K
|
-2,910
|
Closed
|
|
|
721
|
JGP Wealth Management
Bend,
Oregon
|
–
|
-$215K
|
-2,898
|
Closed
|
|
|
722
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$215K
|
-2,898
|
Closed
|
|
|
723
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
–
|
-$213K
|
-2,874
|
Closed
|
|
|
724
|
Beacon Financial Advisory
Cleveland,
Ohio
|
–
|
-$211K
|
-2,850
|
Closed
|
|
|
725
|
Lauterbach Financial Advisors
El Paso,
Texas
|
–
|
-$211K
|
-2,850
|
Closed
|
|
