|
1701
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
–
|
-$284K
|
-3,558
|
Closed
|
|
|
1702
|
Donor Advised Charitable Giving
San Francisco,
California
|
–
|
-$283K
|
-3,545
|
Closed
|
|
|
1703
|
Biltmore Family Office
Charlotte,
North Carolina
|
–
|
-$283K
|
-3,541
|
Closed
|
|
|
1704
|
10-15 Associates
Goshen,
New York
|
–
|
-$282K
|
-3,528
|
Closed
|
|
|
1705
|
Platform Technology Partners
New York
|
–
|
-$282K
|
-3,528
|
Closed
|
|
|
1706
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$282K
|
-3,528
|
Closed
|
|
|
1707
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
–
|
-$281K
|
-3,525
|
Closed
|
|
|
1708
|
JT Stratford LLC
Gainesville,
Georgia
|
–
|
-$280K
|
-3,511
|
Closed
|
|
|
1709
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
–
|
-$280K
|
-3,500
|
Closed
|
|
|
1710
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
–
|
-$279K
|
-3,490
|
Closed
|
|
|
1711
|
Eads & Heald Wealth Management
Atlanta,
Georgia
|
–
|
-$277K
|
-3,469
|
Closed
|
|
|
1712
|
HYA Advisors
Springfield,
Missouri
|
–
|
-$277K
|
-3,468
|
Closed
|
|
|
1713
|
Vaughan David Investments
Peoria,
Illinois
|
–
|
-$275K
|
-3,442
|
Closed
|
|
|
1714
|
Crestwood Advisors Group
Boston,
Massachusetts
|
–
|
-$275K
|
-3,438
|
Closed
|
|
|
1715
|
First Nebraska Trust
Lincoln,
Nebraska
|
–
|
-$274K
|
-3,433
|
Closed
|
|
|
1716
|
Corrigan Financial
Middletown,
Rhode Island
|
–
|
-$274K
|
-3,427
|
Closed
|
|
|
1717
|
Spreng Capital Management
Bucyrus,
Ohio
|
–
|
-$271K
|
-3,400
|
Closed
|
|
|
1718
|
|
–
|
-$269K
|
-3,363
|
Closed
|
|
|
1719
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
–
|
-$268K
|
-3,354
|
Closed
|
|
|
1720
|
Leavell Investment Management
Mobile,
Alabama
|
–
|
-$267K
|
-3,345
|
Closed
|
|
|
1721
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
–
|
-$266K
|
-3,337
|
Closed
|
|
|
1722
|
WealthBridge Capital Management
Westerville,
Ohio
|
–
|
-$264K
|
-3,308
|
Closed
|
|
|
1723
|
Good Life Advisors
Reading,
Pennsylvania
|
–
|
-$263K
|
-3,302
|
Closed
|
|
|
1724
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
–
|
-$263K
|
-3,296
|
Closed
|
|
|
1725
|
Cooper Financial Group
Irvine,
California
|
–
|
-$263K
|
-3,296
|
Closed
|
|
