|
3001
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$384K
|
-1,038
|
Closed
|
|
|
3002
|
Trivium Point Advisory
Westport,
Connecticut
|
–
|
-$375K
|
-1,013
|
Closed
|
|
|
3003
|
Spartan Planning & Wealth Management
Greensboro,
North Carolina
|
–
|
-$358K
|
-967
|
Closed
|
|
|
3004
|
Simon Quick Advisors
Morristown,
New Jersey
|
–
|
-$354K
|
-956
|
Closed
|
|
|
3005
|
Burney Company
Reston,
Virginia
|
–
|
-$346K
|
-934
|
Closed
|
|
|
3006
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
–
|
-$345K
|
-932
|
Closed
|
|
|
3007
|
Charles Schwab Trust
Henderson,
Nevada
|
–
|
-$341K
|
-923
|
Closed
|
|
|
3008
|
Palacios Wealth Management
Ormond Beach,
Florida
|
–
|
-$329K
|
-888
|
Closed
|
|
|
3009
|
Avalon Capital Management
Port Of Redwood City,
California
|
–
|
-$326K
|
-882
|
Closed
|
|
|
3010
|
Meridian Investment Counsel
Lafayette,
California
|
–
|
-$316K
|
-854
|
Closed
|
|
|
3011
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
–
|
-$315K
|
-850
|
Closed
|
|
|
3012
|
Daner Wealth Management
Alpharetta,
Georgia
|
–
|
-$308K
|
-848
|
Closed
|
|
|
3013
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
–
|
-$308K
|
-833
|
Closed
|
|
|
3014
|
Kestra Investment Management
Austin,
Texas
|
–
|
-$306K
|
-828
|
Closed
|
|
|
3015
|
QP Wealth Management
Eatontown,
New Jersey
|
–
|
-$304K
|
-821
|
Closed
|
|
|
3016
|
|
–
|
-$273K
|
-814
|
Closed
|
|
|
3017
|
Fieldview Capital Management
Niles,
Michigan
|
–
|
-$300K
|
-810
|
Closed
|
|
|
3018
|
Affinity Capital Advisors
Berkeley,
California
|
–
|
-$299K
|
-808
|
Closed
|
|
|
3019
|
Wallington Asset Management
Indianapolis,
Indiana
|
–
|
-$297K
|
-803
|
Closed
|
|
|
3020
|
Caitong International Asset Management
Hong Kong
|
–
|
-$297K
|
-802
|
Closed
|
|
|
3021
|
Mirador Capital Partners
Pleasanton,
California
|
–
|
-$297K
|
-802
|
Closed
|
|
|
3022
|
SlateStone Wealth
Jupiter,
Florida
|
–
|
-$296K
|
-800
|
Closed
|
|
|
3023
|
|
–
|
-$293K
|
-793
|
Closed
|
|
|
3024
|
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
|
–
|
-$290K
|
-785
|
Closed
|
|
|
3025
|
Donoghue Forlines
Boston,
Massachusetts
|
–
|
-$285K
|
-771
|
Closed
|
|
