|
1051
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$266K
|
-2,909
|
Closed
|
|
|
1052
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
–
|
-$259K
|
-2,831
|
Closed
|
|
|
1053
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$253K
|
-2,773
|
Closed
|
|
|
1054
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
–
|
-$253K
|
-2,769
|
Closed
|
|
|
1055
|
Executive Wealth Management
Brighton,
Michigan
|
–
|
-$252K
|
-2,756
|
Closed
|
|
|
1056
|
Fielder Capital Group
Nashville,
Tennessee
|
–
|
-$251K
|
-2,743
|
Closed
|
|
|
1057
|
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
|
–
|
-$249K
|
-2,730
|
Closed
|
|
|
1058
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
–
|
-$249K
|
-2,714
|
Closed
|
|
|
1059
|
NBT Bank
Norwich,
New York
|
–
|
-$240K
|
-2,631
|
Closed
|
|
|
1060
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
–
|
-$237K
|
-2,597
|
Closed
|
|
|
1061
|
Woodward Diversified Capital
Bakersfield,
California
|
–
|
-$236K
|
-2,586
|
Closed
|
|
|
1062
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
–
|
-$229K
|
-2,508
|
Closed
|
|
|
1063
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$220K
|
-2,412
|
Closed
|
|
|
1064
|
Citizens Financial Group
Providence,
Rhode Island
|
–
|
-$220K
|
-2,405
|
Closed
|
|
|
1065
|
360 Financial
Wayzata,
Minnesota
|
–
|
-$220K
|
-2,402
|
Closed
|
|
|
1066
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$215K
|
-2,352
|
Closed
|
|
|
1067
|
Epic Trust Investment Advisors
Richland,
Washington
|
–
|
-$214K
|
-2,341
|
Closed
|
|
|
1068
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$212K
|
-2,315
|
Closed
|
|
|
1069
|
Haverford Trust Company
Radnor,
Pennsylvania
|
–
|
-$208K
|
-2,273
|
Closed
|
|
|
1070
|
Apexium Financial
Dallas,
Texas
|
–
|
-$206K
|
-2,259
|
Closed
|
|
|
1071
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$202K
|
-2,206
|
Closed
|
|
|
1072
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
–
|
-$200K
|
-2,187
|
Closed
|
|
|
1073
|
Schroder Investment Management Group
London,
United Kingdom
|
–
|
-$150K
|
-1,636
|
Closed
|
|
|
1074
|
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
|
–
|
-$107K
|
-1,175
|
Closed
|
|
|
1075
|
Prudential plc
London, England,
United Kingdom
|
–
|
-$96K
|
-1,050
|
Closed
|
|
