|
1026
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$240K
|
-5,293
|
Closed
|
|
|
1027
|
Planning Directions
Glen Mills,
Pennsylvania
|
–
|
-$236K
|
-5,212
|
Closed
|
|
|
1028
|
Outfitter Financial
Brunswick,
Maine
|
–
|
-$236K
|
-5,208
|
Closed
|
|
|
1029
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
–
|
-$235K
|
-5,200
|
Closed
|
|
|
1030
|
SFG Wealth Management
Towson,
Maryland
|
–
|
-$235K
|
-5,194
|
Closed
|
|
|
1031
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
–
|
-$235K
|
-5,180
|
Closed
|
|
|
1032
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
–
|
-$234K
|
-5,156
|
Closed
|
|
|
1033
|
Gateway Investment Advisers
Cincinnati,
Ohio
|
–
|
-$231K
|
-5,096
|
Closed
|
|
|
1034
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$231K
|
-5,094
|
Closed
|
|
|
1035
|
Lake Street Private Wealth
Chicago,
Illinois
|
–
|
-$230K
|
-5,084
|
Closed
|
|
|
1036
|
United Asset Strategies
Garden City,
New York
|
–
|
-$228K
|
-5,033
|
Closed
|
|
|
1037
|
Patten & Patten
Chattanooga,
Tennessee
|
–
|
-$226K
|
-4,996
|
Closed
|
|
|
1038
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
–
|
-$226K
|
-4,981
|
Closed
|
|
|
1039
|
American Trust
Lexington,
Kentucky
|
–
|
-$225K
|
-4,955
|
Closed
|
|
|
1040
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
–
|
-$225K
|
-4,954
|
Closed
|
|
|
1041
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$224K
|
-4,946
|
Closed
|
|
|
1042
|
Segall Bryant & Hamill
Chicago,
Illinois
|
–
|
-$223K
|
-4,907
|
Closed
|
|
|
1043
|
Nomura Holdings
Tokyo,
Japan
|
–
|
-$221K
|
-4,806
|
Closed
|
|
|
1044
|
Chesley Taft & Associates
Chicago,
Illinois
|
–
|
-$216K
|
-4,771
|
Closed
|
|
|
1045
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
–
|
-$216K
|
-4,756
|
Closed
|
|
|
1046
|
Y-Intercept (HK)
Hong Kong
|
–
|
-$213K
|
-4,696
|
Closed
|
|
|
1047
|
Gitterman Wealth Management
Edison,
New Jersey
|
–
|
-$212K
|
-4,692
|
Closed
|
|
|
1048
|
Grimes & Company
Westborough,
Massachusetts
|
–
|
-$212K
|
-4,667
|
Closed
|
|
|
1049
|
Caprock Group
Boise,
Idaho
|
–
|
-$211K
|
-4,645
|
Closed
|
|
|
1050
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
–
|
-$209K
|
-4,625
|
Closed
|
|
