|
2801
|
Strategic Financial Services
Utica,
New York
|
–
|
-$225K
|
-615
|
Closed
|
|
|
2802
|
Winslow Capital Management
Minneapolis,
Minnesota
|
–
|
-$224K
|
-610
|
Closed
|
|
|
2803
|
KPP Advisory Services
Louisville,
Kentucky
|
–
|
-$221K
|
-604
|
Closed
|
|
|
2804
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
–
|
-$220K
|
-601
|
Closed
|
|
|
2805
|
Baugh & Associates
Atlanta,
Georgia
|
–
|
-$220K
|
-600
|
Closed
|
|
|
2806
|
Peak Financial Management
Wellesley,
Massachusetts
|
–
|
-$220K
|
-600
|
Closed
|
|
|
2807
|
Vantage Wealth
Pasadena,
California
|
–
|
-$220K
|
-600
|
Closed
|
|
|
2808
|
Altiora Financial Group
Lebanon,
Ohio
|
–
|
-$219K
|
-598
|
Closed
|
|
|
2809
|
Hall Capital Management
Barrington,
Rhode Island
|
–
|
-$218K
|
-595
|
Closed
|
|
|
2810
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
–
|
-$218K
|
-595
|
Closed
|
|
|
2811
|
Nova R Wealth
Overland Park,
Kansas
|
–
|
-$215K
|
-588
|
Closed
|
|
|
2812
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
–
|
-$214K
|
-585
|
Closed
|
|
|
2813
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
–
|
-$214K
|
-584
|
Closed
|
|
|
2814
|
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
–
|
-$211K
|
-576
|
Closed
|
|
|
2815
|
Human Investing
Lake Oswego,
Oregon
|
–
|
-$210K
|
-574
|
Closed
|
|
|
2816
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
–
|
-$210K
|
-573
|
Closed
|
|
|
2817
|
Northcape Wealth Management
Williamsville,
New York
|
–
|
-$210K
|
-572
|
Closed
|
|
|
2818
|
Omnia Family Wealth
Aventura,
Florida
|
–
|
-$210K
|
-572
|
Closed
|
|
|
2819
|
Renasant Bank
Tupelo,
Mississippi
|
–
|
-$209K
|
-571
|
Closed
|
|
|
2820
|
Meritage Portfolio Management
Overland Park,
Kansas
|
–
|
-$208K
|
-568
|
Closed
|
|
|
2821
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
–
|
-$207K
|
-566
|
Closed
|
|
|
2822
|
Sloy Dahl & Holst
Vancouver,
Washington
|
–
|
-$207K
|
-566
|
Closed
|
|
|
2823
|
Intelligence Driven Advisers
Carlsbad,
California
|
–
|
-$206K
|
-564
|
Closed
|
|
|
2824
|
Peak Asset Management
Louisville,
Colorado
|
–
|
-$207K
|
-564
|
Closed
|
|
|
2825
|
Correct Capital Wealth Management
Clayton,
Missouri
|
–
|
-$206K
|
-563
|
Closed
|
|
