|
1001
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$335K
|
-2,385
|
Closed
|
|
|
1002
|
Vontobel Holding
Zurich,
Switzerland
|
–
|
-$333K
|
-2,375
|
Closed
|
|
|
1003
|
PDS Planning
Dublin,
Ohio
|
–
|
-$326K
|
-2,321
|
Closed
|
|
|
1004
|
Edge Capital Group
Atlanta,
Georgia
|
–
|
-$309K
|
-2,203
|
Closed
|
|
|
1005
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
–
|
-$307K
|
-2,187
|
Closed
|
|
|
1006
|
Two Sigma Securities
New York
|
–
|
-$301K
|
-2,144
|
Closed
|
|
|
1007
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
–
|
-$300K
|
-2,140
|
Closed
|
|
|
1008
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
–
|
-$290K
|
-2,067
|
Closed
|
|
|
1009
|
|
–
|
-$281K
|
-2,000
|
Closed
|
|
|
1010
|
Allen Investment Management
New York
|
–
|
-$278K
|
-1,983
|
Closed
|
|
|
1011
|
Abbot Financial Management
Andover,
Massachusetts
|
–
|
-$270K
|
-1,925
|
Closed
|
|
|
1012
|
Kingswood Wealth Advisors
San Diego,
California
|
–
|
-$268K
|
-1,914
|
Closed
|
|
|
1013
|
Ipswich Investment Management
Beverly,
Massachusetts
|
–
|
-$264K
|
-1,882
|
Closed
|
|
|
1014
|
West Family Investments
Carlsbad,
California
|
–
|
-$263K
|
-1,871
|
Closed
|
|
|
1015
|
Schechter Investment Advisors
Birmingham,
Michigan
|
–
|
-$260K
|
-1,855
|
Closed
|
|
|
1016
|
KPP Advisory Services
Louisville,
Kentucky
|
–
|
-$251K
|
-1,791
|
Closed
|
|
|
1017
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$246K
|
-1,753
|
Closed
|
|
|
1018
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$244K
|
-1,736
|
Closed
|
|
|
1019
|
KCM Investment Advisors
Greenbrae,
California
|
–
|
-$242K
|
-1,722
|
Closed
|
|
|
1020
|
Ruggaard & Associates
Hudson,
Ohio
|
–
|
-$241K
|
-1,715
|
Closed
|
|
|
1021
|
HeadInvest LLC
Portland,
Maine
|
–
|
-$239K
|
-1,700
|
Closed
|
|
|
1022
|
Willner & Heller
Encino,
California
|
–
|
-$238K
|
-1,699
|
Closed
|
|
|
1023
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$235K
|
-1,676
|
Closed
|
|
|
1024
|
Journey Strategic Wealth
Summit,
New Jersey
|
–
|
-$233K
|
-1,661
|
Closed
|
|
|
1025
|
First City Capital Management
Savannah,
Georgia
|
–
|
-$231K
|
-1,649
|
Closed
|
|
