|
1001
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$50K
|
-185
|
Closed
|
|
|
1002
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$25K
|
-91
|
Closed
|
|
|
1003
|
SouthState Corp
Winter Haven,
Florida
|
–
|
-$16K
|
-60
|
Closed
|
|
|
1004
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$12K
|
-46
|
Closed
|
|
|
1005
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$12K
|
-45
|
Closed
|
|
|
1006
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$11K
|
-42
|
Closed
|
|
|
1007
|
Ulland Investment Advisors
Minneapolis,
Minnesota
|
–
|
-$9K
|
-35
|
Closed
|
|
|
1008
|
Better Money Decisions
Santa Fe,
New Mexico
|
–
|
-$9K
|
-34
|
Closed
|
|
|
1009
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
–
|
-$7K
|
-26
|
Closed
|
|
|
1010
|
Kozak & Associates
Highlands Ranch,
Colorado
|
–
|
-$7K
|
-26
|
Closed
|
|
|
1011
|
Horan Securities
Cincinnati,
United States
|
–
|
-$7K
|
-25
|
Closed
|
|
|
1012
|
Laurel Wealth Planning
Edina,
Minnesota
|
–
|
-$6K
|
-24
|
Closed
|
|
|
1013
|
GW&K Investment Management
Boston,
Massachusetts
|
–
|
-$6K
|
-22
|
Closed
|
|
|
1014
|
Steward Financial Group
Colleyville,
Texas
|
–
|
-$5K
|
-21
|
Closed
|
|
|
1015
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
–
|
-$5K
|
-20
|
Closed
|
|
|
1016
|
First Bank & Trust
Brookings,
South Dakota
|
–
|
-$4K
|
-13
|
Closed
|
|
|
1017
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
–
|
-$2K
|
-9
|
Closed
|
|
|
1018
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
–
|
-$2K
|
-8
|
Closed
|
|
|
1019
|
Field & Main Bank
Henderson,
Kentucky
|
–
|
-$2K
|
-8
|
Closed
|
|
|
1020
|
Vectors Research Management
New York
|
–
|
-$2K
|
-7
|
Closed
|
|
|
1021
|
Cribstone Capital Management
Augusta,
Maine
|
–
|
-$1K
|
-4
|
Closed
|
|
|
1022
|
Albion Financial Group
Salt Lake City,
Utah
|
–
|
-$1K
|
-2
|
Closed
|
|
