|
1851
|
Three Bridge Wealth Advisors
Los Altos,
California
|
–
|
-$224K
|
-2,387
|
Closed
|
|
|
1852
|
VeraBank
Henderson,
Texas
|
–
|
-$221K
|
-2,345
|
Closed
|
|
|
1853
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
–
|
-$212K
|
-2,252
|
Closed
|
|
|
1854
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
–
|
-$210K
|
-2,241
|
Closed
|
|
|
1855
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$208K
|
-2,210
|
Closed
|
|
|
1856
|
Brown Brothers Harriman & Co
New York
|
–
|
-$207K
|
-2,205
|
Closed
|
|
|
1857
|
Silverlake Wealth Management
Williston,
Vermont
|
–
|
-$206K
|
-2,188
|
Closed
|
|
|
1858
|
Helen Stephens Group
Fort Worth,
Texas
|
–
|
-$201K
|
-2,136
|
Closed
|
|
|
1859
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
–
|
-$201K
|
-2,132
|
Closed
|
|
|
1860
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
–
|
-$145K
|
-1,547
|
Closed
|
|
|
1861
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
–
|
-$145K
|
-1,541
|
Closed
|
|
|
1862
|
Grand Wealth Management
Grand Rapids,
Michigan
|
–
|
-$104K
|
-1,106
|
Closed
|
|
|
1863
|
WR Wealth Planners
Columbia,
Missouri
|
–
|
-$96.5K
|
-1,026
|
Closed
|
|
|
1864
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
–
|
-$58.3K
|
-620
|
Closed
|
|
|
1865
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
–
|
-$49.8K
|
-530
|
Closed
|
|
|
1866
|
Community Bank
Dewitt,
New York
|
–
|
-$46.1K
|
-490
|
Closed
|
|
|
1867
|
Artemis Wealth Advisors
New York
|
–
|
-$162K
|
-454
|
Closed
|
|
|
1868
|
Cutler Group
San Francisco,
California
|
–
|
-$28.6K
|
-301
|
Closed
|
|
|
1869
|
Savior LLC
Wellesley Hills,
Massachusetts
|
–
|
-$18.6K
|
-197
|
Closed
|
|
|
1870
|
Carmel Capital Partners
San Diego,
California
|
–
|
-$16K
|
-170
|
Closed
|
|
|
1871
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
–
|
-$15.1K
|
-161
|
Closed
|
|
|
1872
|
True Wealth Design
Akron,
Ohio
|
–
|
-$13.4K
|
-142
|
Closed
|
|
|
1873
|
Hartford Financial Management
Hartford,
Connecticut
|
–
|
-$4.14K
|
-44
|
Closed
|
|
|
1874
|
Cordant Inc
Portland,
Oregon
|
–
|
-$3.86K
|
-41
|
Closed
|
|
|
1875
|
LWM Advisory Services
Plantation,
Florida
|
–
|
-$486
|
-5
|
Closed
|
|
