|
1001
|
Veracity Capital
Atlanta,
Georgia
|
–
|
-$320K
|
-3,307
|
Closed
|
|
|
1002
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
–
|
-$305K
|
-3,154
|
Closed
|
|
|
1003
|
Marcum Wealth
Cleveland,
Ohio
|
–
|
-$298K
|
-3,074
|
Closed
|
|
|
1004
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$292K
|
-3,023
|
Closed
|
|
|
1005
|
Axim Planning & Wealth
Springboro,
Ohio
|
–
|
-$283K
|
-2,926
|
Closed
|
|
|
1006
|
Western Financial Corp
San Diego,
California
|
–
|
-$254K
|
-2,622
|
Closed
|
|
|
1007
|
Able Wealth Management
Toms River,
New Jersey
|
–
|
-$247K
|
-2,556
|
Closed
|
|
|
1008
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
–
|
-$226K
|
-2,335
|
Closed
|
|
|
1009
|
Weinberger Asset Management
Los Angeles,
California
|
–
|
-$226K
|
-2,331
|
Closed
|
|
|
1010
|
Means Investment Company
Bangor,
Maine
|
–
|
-$223K
|
-2,303
|
Closed
|
|
|
1011
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
–
|
-$223K
|
-2,298
|
Closed
|
|
|
1012
|
SilverOak Wealth Management
Edina,
Minnesota
|
–
|
-$211K
|
-2,179
|
Closed
|
|
|
1013
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$208K
|
-2,149
|
Closed
|
|
|
1014
|
Welch & Forbes
Boston,
Massachusetts
|
–
|
-$206K
|
-2,127
|
Closed
|
|
|
1015
|
Catalyst Financial Partners
Boston,
Massachusetts
|
–
|
-$206K
|
-2,123
|
Closed
|
|
|
1016
|
FF Advisors
Manhattan Beach,
California
|
–
|
-$212K
|
-2,100
|
Closed
|
|
|
1017
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
–
|
-$201K
|
-2,076
|
Closed
|
|
|
1018
|
FSR Wealth Management
Elmhurst,
Illinois
|
–
|
-$201K
|
-2,075
|
Closed
|
|
|
1019
|
Family Office Research
Bethesda,
Maryland
|
–
|
-$200K
|
-2,068
|
Closed
|
|
|
1020
|
Element Wealth
Ridgeland,
Mississippi
|
–
|
-$106K
|
-1,097
|
Closed
|
|
|
1021
|
Cullen/Frost Bankers
San Antonio,
Texas
|
–
|
-$91.9K
|
-949
|
Closed
|
|
|
1022
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$89.6K
|
-924
|
Closed
|
|
|
1023
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$51K
|
-527
|
Closed
|
|
|
1024
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
–
|
-$47K
|
-485
|
Closed
|
|
|
1025
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$32.1K
|
-332
|
Closed
|
|
