|
1201
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.5M
|
-5,528
|
Closed
|
|
|
1202
|
Leo Wealth LLC
Hurst,
Texas
|
–
|
-$1.42M
|
-5,263
|
Closed
|
|
|
1203
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$878K
|
-3,255
|
Closed
|
|
|
1204
|
GQG Partners
Ft. Lauderdale,
Florida
|
–
|
-$826K
|
-3,062
|
Closed
|
|
|
1205
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$814K
|
-3,017
|
Closed
|
|
|
1206
|
Cabana LLC
Fayetteville,
Arkansas
|
–
|
-$782K
|
-2,901
|
Closed
|
|
|
1207
|
Westwood Holdings Group
Dallas,
Texas
|
–
|
-$774K
|
-2,870
|
Closed
|
|
|
1208
|
Hoge Financial Services
Canonsburg,
Pennsylvania
|
–
|
-$692K
|
-2,564
|
Closed
|
|
|
1209
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
–
|
-$671K
|
-2,486
|
Closed
|
|
|
1210
|
Avalon Trust
Santa Fe,
New Mexico
|
–
|
-$539K
|
-2,000
|
Closed
|
|
|
1211
|
Evelyn Partners Asset Management
London,
|
–
|
-$498K
|
-1,848
|
Closed
|
|
|
1212
|
First Western Trust Bank
Denver,
Colorado
|
–
|
-$491K
|
-1,819
|
Closed
|
|
|
1213
|
Bank of Marin
Novato,
California
|
–
|
-$439K
|
-1,627
|
Closed
|
|
|
1214
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$422K
|
-1,563
|
Closed
|
|
|
1215
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$366K
|
-1,358
|
Closed
|
|
|
1216
|
Portside Wealth Group
Provo,
Utah
|
–
|
-$354K
|
-1,311
|
Closed
|
|
|
1217
|
Sylvest Advisors
Dallas,
Texas
|
–
|
-$300K
|
-1,112
|
Closed
|
|
|
1218
|
Richard W. Paul & Associates
Novi,
Michigan
|
–
|
-$296K
|
-1,098
|
Closed
|
|
|
1219
|
Unison Advisors
Washington,
District of Columbia
|
–
|
-$292K
|
-1,084
|
Closed
|
|
|
1220
|
MB Generational Wealth
Spokane,
Washington
|
–
|
-$290K
|
-1,077
|
Closed
|
|
|
1221
|
Beacon Financial Advisory
Cleveland,
Ohio
|
–
|
-$269K
|
-996
|
Closed
|
|
|
1222
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$260K
|
-965
|
Closed
|
|
|
1223
|
INVST
Indianapolis,
Indiana
|
–
|
-$260K
|
-965
|
Closed
|
|
|
1224
|
Clarity Financial
Houston,
Texas
|
–
|
-$251K
|
-929
|
Closed
|
|
|
1225
|
NWF Advisory Services
Los Angeles,
California
|
–
|
-$244K
|
-906
|
Closed
|
|
