|
776
|
Trinity Financial Advisors
Columbus,
Ohio
|
–
|
-$6.65M
|
-129,007
|
Closed
|
|
|
777
|
Beta Wealth Group
San Diego,
California
|
–
|
-$6.42M
|
-124,545
|
Closed
|
|
|
778
|
Chico Wealth RIA
Chico,
California
|
–
|
-$5.47M
|
-106,103
|
Closed
|
|
|
779
|
Vicus Capital
State College,
Pennsylvania
|
–
|
-$4.66M
|
-90,332
|
Closed
|
|
|
780
|
American Century Companies
Kansas City,
Missouri
|
–
|
-$4.23M
|
-82,100
|
Closed
|
|
|
781
|
Goodman Advisory Group
Needham,
Massachusetts
|
–
|
-$2.97M
|
-57,621
|
Closed
|
|
|
782
|
Leo Brokerage
Hurst,
Texas
|
–
|
-$2.67M
|
-51,774
|
Closed
|
|
|
783
|
|
–
|
-$2.48M
|
-48,143
|
Closed
|
|
|
784
|
MidWestOne Financial Group
Iowa City,
Iowa
|
–
|
-$2.33M
|
-45,302
|
Closed
|
|
|
785
|
55I LLC
Boston,
Massachusetts
|
–
|
-$1.88M
|
-36,401
|
Closed
|
|
|
786
|
Blue Square Asset Management
New York
|
–
|
-$1.78M
|
-34,467
|
Closed
|
|
|
787
|
Forum Financial Management
Lombard,
Illinois
|
–
|
-$1.09M
|
-21,226
|
Closed
|
|
|
788
|
Standard Family Office
Sioux Falls,
South Dakota
|
–
|
-$1.03M
|
-20,000
|
Closed
|
|
|
789
|
Crabel Capital Management
Los Angeles,
California
|
–
|
-$932K
|
-18,078
|
Closed
|
|
|
790
|
Halpern Financial
Ashburn,
Virginia
|
–
|
-$843K
|
-16,344
|
Closed
|
|
|
791
|
Melone Private Wealth
Auburn Hills,
Michigan
|
–
|
-$752K
|
-15,000
|
Closed
|
|
|
792
|
Howard Wealth Management
Madison,
Connecticut
|
–
|
-$764K
|
-14,839
|
Closed
|
|
|
793
|
Winthrop Advisory Group
Boston,
Massachusetts
|
–
|
-$761K
|
-14,770
|
Closed
|
|
|
794
|
Alera Investment Advisors
Deerfield,
Illinois
|
–
|
-$671K
|
-13,017
|
Closed
|
|
|
795
|
Calton & Associates
Tampa,
Florida
|
–
|
-$572K
|
-11,106
|
Closed
|
|
|
796
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$555K
|
-10,765
|
Closed
|
|
|
797
|
Ignite Planners
San Clemente,
California
|
–
|
-$539K
|
-10,732
|
Closed
|
|
|
798
|
Ballentine Partners
Waltham,
Massachusetts
|
–
|
-$548K
|
-10,628
|
Closed
|
|
|
799
|
Summit Trail Advisors
New York
|
–
|
-$518K
|
-10,048
|
Closed
|
|
|
800
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$504K
|
-9,779
|
Closed
|
|
