|
1001
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$300K
|
-2,061
|
Closed
|
|
|
1002
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
–
|
-$289K
|
-1,985
|
Closed
|
|
|
1003
|
Aristides Capital
Louisville,
Kentucky
|
–
|
-$268K
|
-1,842
|
Closed
|
|
|
1004
|
Caxton Associates (New York)
New York
|
–
|
-$268K
|
-1,840
|
Closed
|
|
|
1005
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$229K
|
-1,573
|
Closed
|
|
|
1006
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
–
|
-$229K
|
-1,569
|
Closed
|
|
|
1007
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$213K
|
-1,465
|
Closed
|
|
|
1008
|
Knowledge Leaders Capital
Denver,
Colorado
|
–
|
-$211K
|
-1,450
|
Closed
|
|
|
1009
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
–
|
-$204K
|
-1,399
|
Closed
|
|
|
1010
|
|
–
|
-$27.2K
|
-647
|
Closed
|
|
|
1011
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
–
|
-$72.8K
|
-500
|
Closed
|
|
|
1012
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$42.5K
|
-292
|
Closed
|
|
|
1013
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
–
|
-$37K
|
-254
|
Closed
|
|
|
1014
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$29K
|
-199
|
Closed
|
|
|
1015
|
MMA Asset Management
Conshohocken,
Pennsylvania
|
–
|
-$8.74K
|
-60
|
Closed
|
|
|
1016
|
LifeSteps Financial
Claremont,
California
|
–
|
-$4.08K
|
-28
|
Closed
|
|
|
1017
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
–
|
-$3.5K
|
-24
|
Closed
|
|
|
1018
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
–
|
-$2.62K
|
-18
|
Closed
|
|
|
1019
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
–
|
-$1.75K
|
-12
|
Closed
|
|
|
1020
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
–
|
-$1.17K
|
-8
|
Closed
|
|
|
1021
|
NBC Securities
Birmingham,
Alabama
|
–
|
-$1K
|
-8
|
Closed
|
|
|
1022
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
–
|
-$1.17K
|
-8
|
Closed
|
|
|
1023
|
Financial Gravity Asset Management
Lakeway,
Texas
|
–
|
-$1.02K
|
-7
|
Closed
|
|
|
1024
|
Delta Asset Management
Memphis,
Tennessee
|
–
|
-$728
|
-5
|
Closed
|
|
|
1025
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$583
|
-4
|
Closed
|
|
