|
1851
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$241K
|
-2,463
|
Closed
|
|
|
1852
|
Brightwater Advisory
Tampa,
Florida
|
–
|
-$235K
|
-2,400
|
Closed
|
|
|
1853
|
Darwin Wealth Management
Tampa,
Florida
|
–
|
-$227K
|
-2,320
|
Closed
|
|
|
1854
|
Golden Road Advisors
Tampa,
Florida
|
–
|
-$225K
|
-2,300
|
Closed
|
|
|
1855
|
Focused Wealth Management
Newburgh,
New York
|
–
|
-$225K
|
-2,299
|
Closed
|
|
|
1856
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
–
|
-$216K
|
-2,203
|
Closed
|
|
|
1857
|
Pine Valley Investments
Marlton,
New Jersey
|
–
|
-$215K
|
-2,199
|
Closed
|
|
|
1858
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
–
|
-$213K
|
-2,175
|
Closed
|
|
|
1859
|
Colorado Capital Management
Boulder,
Colorado
|
–
|
-$211K
|
-2,152
|
Closed
|
|
|
1860
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
–
|
-$209K
|
-2,133
|
Closed
|
|
|
1861
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
–
|
-$208K
|
-2,122
|
Closed
|
|
|
1862
|
Helen Stephens Group
Fort Worth,
Texas
|
–
|
-$207K
|
-2,118
|
Closed
|
|
|
1863
|
Central Valley Advisors
Sacramento,
California
|
–
|
-$205K
|
-2,098
|
Closed
|
|
|
1864
|
Family Capital Management
Grand Rapids,
Michigan
|
–
|
-$205K
|
-2,090
|
Closed
|
|
|
1865
|
Moneywise Inc
Forest,
Virginia
|
–
|
-$205K
|
-2,089
|
Closed
|
|
|
1866
|
Appleton Partners
Boston,
Massachusetts
|
–
|
-$203K
|
-2,070
|
Closed
|
|
|
1867
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$202K
|
-2,061
|
Closed
|
|
|
1868
|
Yoder Wealth Management
Walnut Creek,
California
|
–
|
-$201K
|
-2,052
|
Closed
|
|
|
1869
|
Vaughan David Investments
Peoria,
Illinois
|
–
|
-$201K
|
-2,050
|
Closed
|
|
|
1870
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
–
|
-$175K
|
-1,783
|
Closed
|
|
|
1871
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
–
|
-$131K
|
-1,338
|
Closed
|
|
|
1872
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
–
|
-$120K
|
-1,224
|
Closed
|
|
|
1873
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
–
|
-$112K
|
-1,172
|
Closed
|
|
|
1874
|
|
–
|
-$114K
|
-1,162
|
Closed
|
|
|
1875
|
Arjuna Capital
Durham,
North Carolina
|
–
|
-$92.7K
|
-946
|
Closed
|
|
