|
626
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$41.6M
|
-195,993
|
Closed
|
|
|
627
|
D. Scott Neal
Lexington,
Kentucky
|
–
|
-$14.1M
|
-66,287
|
Closed
|
|
|
628
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$2.43M
|
-11,457
|
Closed
|
|
|
629
|
M&T Bank
Buffalo,
New York
|
–
|
-$1.07M
|
-5,065
|
Closed
|
|
|
630
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$1.04M
|
-4,900
|
Closed
|
|
|
631
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
–
|
-$610K
|
-2,878
|
Closed
|
|
|
632
|
Laidlaw Wealth Management
New York City,
New York
|
–
|
-$575K
|
-2,711
|
Closed
|
|
|
633
|
Summit Financial Strategies
Columbus,
Ohio
|
–
|
-$481K
|
-2,268
|
Closed
|
|
|
634
|
WP Advisors
San Francisco,
California
|
–
|
-$392K
|
-1,849
|
Closed
|
|
|
635
|
Friedenthal Financial
Marlton,
New Jersey
|
–
|
-$390K
|
-1,841
|
Closed
|
|
|
636
|
Lido Advisors
Los Angeles,
California
|
–
|
-$301K
|
-1,420
|
Closed
|
|
|
637
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
–
|
-$237K
|
-1,117
|
Closed
|
|
|
638
|
Paracle Advisors
Mercer Island,
Washington
|
–
|
-$232K
|
-1,097
|
Closed
|
|
|
639
|
First National Bank of Omaha
Omaha,
Nebraska
|
–
|
-$232K
|
-1,096
|
Closed
|
|
|
640
|
Geneva Partners
Lake Geneva,
Wisconsin
|
–
|
-$221K
|
-1,042
|
Closed
|
|
|
641
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
–
|
-$212K
|
-1,000
|
Closed
|
|
|
642
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$216K
|
-987
|
Closed
|
|
|
643
|
Planned Solutions
Folsom,
California
|
–
|
-$168K
|
-793
|
Closed
|
|
|
644
|
Cutler Group
San Francisco,
California
|
–
|
-$152K
|
-699
|
Closed
|
|
|
645
|
Greenhouse Wealth Management
Westport,
Connecticut
|
–
|
-$136K
|
-640
|
Closed
|
|
|
646
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$113K
|
-533
|
Closed
|
|
|
647
|
Selective Wealth Management
Forest,
Virginia
|
–
|
-$103K
|
-484
|
Closed
|
|
|
648
|
Tru Independence Asset Management 2
Portland,
Oregon
|
–
|
-$66K
|
-312
|
Closed
|
|
|
649
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
–
|
-$49K
|
-232
|
Closed
|
|
|
650
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$37K
|
-177
|
Closed
|
|
