|
1901
|
Optivise Advisory Services
Franklin,
Tennessee
|
–
|
-$259K
|
-4,112
|
Closed
|
|
|
1902
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
–
|
-$258K
|
-4,108
|
Closed
|
|
|
1903
|
Ballast Advisors
Woodbury,
Minnesota
|
–
|
-$257K
|
-4,092
|
Closed
|
|
|
1904
|
Smart Portfolios LLC
Seattle,
Washington
|
–
|
-$257K
|
-4,087
|
Closed
|
|
|
1905
|
Clifford Swan Investment Counsel
Pasadena,
California
|
–
|
-$256K
|
-4,078
|
Closed
|
|
|
1906
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$256K
|
-4,068
|
Closed
|
|
|
1907
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$271K
|
-4,067
|
Closed
|
|
|
1908
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$267K
|
-4,054
|
Closed
|
|
|
1909
|
Sterneck Capital Management
Kansas City,
Missouri
|
–
|
-$255K
|
-4,054
|
Closed
|
|
|
1910
|
AlphaCore Capital
La Jolla,
California
|
–
|
-$254K
|
-4,039
|
Closed
|
|
|
1911
|
First County Bank
Stamford,
Connecticut
|
–
|
-$253K
|
-4,027
|
Closed
|
|
|
1912
|
Samalin Investment Counsel
Chappaqua,
New York
|
–
|
-$252K
|
-4,008
|
Closed
|
|
|
1913
|
Apella Capital
West Hartford,
Connecticut
|
–
|
-$249K
|
-3,998
|
Closed
|
|
|
1914
|
Fiduciary Group
Savannah,
Georgia
|
–
|
-$251K
|
-3,989
|
Closed
|
|
|
1915
|
Capital Group Private Client Services
Los Angeles,
California
|
–
|
-$249K
|
-3,960
|
Closed
|
|
|
1916
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
–
|
-$249K
|
-3,957
|
Closed
|
|
|
1917
|
Beese Fulmer Investment Management
Canton,
Ohio
|
–
|
-$248K
|
-3,946
|
Closed
|
|
|
1918
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
–
|
-$257K
|
-3,946
|
Closed
|
|
|
1919
|
Next Level Private
Harrison,
New York
|
–
|
-$247K
|
-3,928
|
Closed
|
|
|
1920
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$246K
|
-3,905
|
Closed
|
|
|
1921
|
Maia Wealth
Denver,
Colorado
|
–
|
-$219K
|
-3,900
|
Closed
|
|
|
1922
|
Summit Asset Management
Memphis,
Tennessee
|
–
|
-$245K
|
-3,900
|
Closed
|
|
|
1923
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
–
|
-$245K
|
-3,899
|
Closed
|
|
|
1924
|
Sepio Capital
Salt Lake City,
Utah
|
–
|
-$244K
|
-3,876
|
Closed
|
|
|
1925
|
PDS Planning
Dublin,
Ohio
|
–
|
-$243K
|
-3,864
|
Closed
|
|
