|
1226
|
Catalyst Private Wealth
San Mateo,
California
|
–
|
-$2.82M
|
-56,857
|
Closed
|
|
|
1227
|
Meeder Advisory Services
Dublin,
Ohio
|
–
|
-$2.77M
|
-55,820
|
Closed
|
|
|
1228
|
|
–
|
-$2.16M
|
-43,551
|
Closed
|
|
|
1229
|
Financial Counselors Inc
Overland Park,
Kansas
|
–
|
-$1.93M
|
-38,850
|
Closed
|
|
|
1230
|
Millennium Management
New York
|
–
|
-$1.72M
|
-34,585
|
Closed
|
|
|
1231
|
Engineers Gate Manager
New York
|
–
|
-$1.5M
|
-30,327
|
Closed
|
|
|
1232
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
–
|
-$1.46M
|
-29,405
|
Closed
|
|
|
1233
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$1.42M
|
-28,993
|
Closed
|
|
|
1234
|
Consilio Wealth Advisors
Bellevue,
Washington
|
–
|
-$1.07M
|
-21,493
|
Closed
|
|
|
1235
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
–
|
-$972K
|
-19,594
|
Closed
|
|
|
1236
|
Signal Tree Financial Partners
Copley,
Ohio
|
–
|
-$801K
|
-16,150
|
Closed
|
|
|
1237
|
RDA Financial Network
Akron,
Iowa
|
–
|
-$793K
|
-15,982
|
Closed
|
|
|
1238
|
Beta Wealth Group
San Diego,
California
|
–
|
-$771K
|
-15,546
|
Closed
|
|
|
1239
|
Mosaic Advisors
Houston,
Texas
|
–
|
-$733K
|
-14,776
|
Closed
|
|
|
1240
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$705K
|
-14,207
|
Closed
|
|
|
1241
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
–
|
-$703K
|
-14,177
|
Closed
|
|
|
1242
|
BWM Planning
The Woodlands,
Texas
|
–
|
-$683K
|
-13,767
|
Closed
|
|
|
1243
|
First Business Financial Services
Madison,
Wisconsin
|
–
|
-$629K
|
-12,678
|
Closed
|
|
|
1244
|
Towerpoint Wealth
Sacramento,
California
|
–
|
-$609K
|
-12,270
|
Closed
|
|
|
1245
|
Koss-Olinger Consulting
Gainesville,
Florida
|
–
|
-$588K
|
-11,851
|
Closed
|
|
|
1246
|
Segall Bryant & Hamill
Chicago,
Illinois
|
–
|
-$550K
|
-11,090
|
Closed
|
|
|
1247
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$518K
|
-10,433
|
Closed
|
|
|
1248
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
–
|
-$511K
|
-10,300
|
Closed
|
|
|
1249
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
–
|
-$498K
|
-10,034
|
Closed
|
|
|
1250
|
Transcendent Capital Group
Edmond,
Oklahoma
|
–
|
-$496K
|
-10,002
|
Closed
|
|
