|
1101
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$719
|
+$693
|
+6
|
New
|
|
|
1102
|
Silicon Hills Wealth Management
Austin,
Texas
|
$28
|
+$231
|
+2
|
New
|
|
|
1103
|
|
–
|
-$42M
|
-376,601
|
Closed
|
|
|
1104
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$20.7M
|
-185,506
|
Closed
|
|
|
1105
|
Polianta Ltd
St Helier,
Jersey
|
–
|
-$11.3M
|
-101,300
|
Closed
|
|
|
1106
|
M&T Bank
Buffalo,
New York
|
–
|
-$4.08M
|
-36,586
|
Closed
|
|
|
1107
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$4.2M
|
-36,397
|
Closed
|
|
|
1108
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$3.26M
|
-29,415
|
Closed
|
|
|
1109
|
Kays Financial Advisory
Atlanta,
Georgia
|
–
|
-$1.22M
|
-10,966
|
Closed
|
|
|
1110
|
Evensky & Katz
Coral Gables,
Florida
|
–
|
-$985K
|
-8,820
|
Closed
|
|
|
1111
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$774K
|
-6,938
|
Closed
|
|
|
1112
|
Perritt Capital Management
Chicago,
Illinois
|
–
|
-$587K
|
-5,255
|
Closed
|
|
|
1113
|
|
–
|
-$431K
|
-3,858
|
Closed
|
|
|
1114
|
ACG Wealth
Atlanta,
Georgia
|
–
|
-$421K
|
-3,771
|
Closed
|
|
|
1115
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
–
|
-$368K
|
-3,300
|
Closed
|
|
|
1116
|
Capital Wealth Planning
Naples,
Florida
|
–
|
-$341K
|
-3,028
|
Closed
|
|
|
1117
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$286K
|
-2,560
|
Closed
|
|
|
1118
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
–
|
-$275K
|
-2,466
|
Closed
|
|
|
1119
|
Crestwood Advisors Group
Boston,
Massachusetts
|
–
|
-$273K
|
-2,449
|
Closed
|
|
|
1120
|
Summit Financial Strategies
Columbus,
Ohio
|
–
|
-$261K
|
-2,336
|
Closed
|
|
|
1121
|
PFG Advisors
Phoenix,
Arizona
|
–
|
-$244K
|
-2,243
|
Closed
|
|
|
1122
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$250K
|
-2,240
|
Closed
|
|
|
1123
|
Spinnaker Trust
Portland,
Maine
|
–
|
-$239K
|
-2,145
|
Closed
|
|
|
1124
|
Principal Financial Group
Des Moines,
Iowa
|
–
|
-$236K
|
-2,110
|
Closed
|
|
|
1125
|
DDD Partners
Bellevue,
Washington
|
–
|
-$222K
|
-1,988
|
Closed
|
|
