|
1026
|
MTM Investment Management
Spartanburg,
South Carolina
|
–
|
-$322K
|
-3,626
|
Closed
|
|
|
1027
|
Capital Group Private Client Services
Los Angeles,
California
|
–
|
-$305K
|
-3,436
|
Closed
|
|
|
1028
|
WBH Advisory
Baltimore,
Maryland
|
–
|
-$293K
|
-3,300
|
Closed
|
|
|
1029
|
Atomi Financial Group
New York
|
–
|
-$287K
|
-3,234
|
Closed
|
|
|
1030
|
Ballentine Partners
Waltham,
Massachusetts
|
–
|
-$264K
|
-2,968
|
Closed
|
|
|
1031
|
Rexford Capital
Bellaire,
Texas
|
–
|
-$263K
|
-2,958
|
Closed
|
|
|
1032
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
–
|
-$252K
|
-2,841
|
Closed
|
|
|
1033
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$252K
|
-2,838
|
Closed
|
|
|
1034
|
PDS Planning
Dublin,
Ohio
|
–
|
-$251K
|
-2,820
|
Closed
|
|
|
1035
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$247K
|
-2,779
|
Closed
|
|
|
1036
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
–
|
-$246K
|
-2,764
|
Closed
|
|
|
1037
|
Dynamic Technology Lab
Singapore
|
–
|
-$245K
|
-2,755
|
Closed
|
|
|
1038
|
Greenleaf Trust
Kalamazoo,
Michigan
|
–
|
-$243K
|
-2,739
|
Closed
|
|
|
1039
|
Wealthspire Advisors (New York)
New York
|
–
|
-$243K
|
-2,730
|
Closed
|
|
|
1040
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
–
|
-$231K
|
-2,605
|
Closed
|
|
|
1041
|
Schnieders Capital Management
Pasadena,
California
|
–
|
-$231K
|
-2,596
|
Closed
|
|
|
1042
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
–
|
-$227K
|
-2,558
|
Closed
|
|
|
1043
|
Harbor Capital Advisors
Chicago,
Illinois
|
–
|
-$225K
|
-2,530
|
Closed
|
|
|
1044
|
Ascent Group
Virginia Beach,
Virginia
|
–
|
-$224K
|
-2,518
|
Closed
|
|
|
1045
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
–
|
-$221K
|
-2,489
|
Closed
|
|
|
1046
|
XML Financial
Bethesda,
Maryland
|
–
|
-$221K
|
-2,489
|
Closed
|
|
|
1047
|
Syon Capital
San Francisco,
California
|
–
|
-$215K
|
-2,418
|
Closed
|
|
|
1048
|
Catalyst Financial Partners
Boston,
Massachusetts
|
–
|
-$215K
|
-2,416
|
Closed
|
|
|
1049
|
Invested Advisors
State College,
Pennsylvania
|
–
|
-$215K
|
-2,415
|
Closed
|
|
|
1050
|
Shelton Capital Management
Denver,
Colorado
|
–
|
-$214K
|
-2,404
|
Closed
|
|
