|
1801
|
Westover Capital Advisors
Wilmington,
Delaware
|
–
|
-$306K
|
-3,779
|
Closed
|
|
|
1802
|
Partners Capital Investment Group
Boston,
Massachusetts
|
–
|
-$303K
|
-3,736
|
Closed
|
|
|
1803
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
–
|
-$297K
|
-3,666
|
Closed
|
|
|
1804
|
Portfolio Design Labs
Encino,
California
|
–
|
-$296K
|
-3,660
|
Closed
|
|
|
1805
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$292K
|
-3,609
|
Closed
|
|
|
1806
|
1900 Wealth Management
San Antonio,
Texas
|
–
|
-$289K
|
-3,566
|
Closed
|
|
|
1807
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$279K
|
-3,440
|
Closed
|
|
|
1808
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$275K
|
-3,395
|
Closed
|
|
|
1809
|
Laidlaw Wealth Management
New York City,
New York
|
–
|
-$273K
|
-3,369
|
Closed
|
|
|
1810
|
FWG Holdings
Winter Park,
Florida
|
–
|
-$278K
|
-3,308
|
Closed
|
|
|
1811
|
Atalanta Sosnoff Capital
New York
|
–
|
-$266K
|
-3,287
|
Closed
|
|
|
1812
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
–
|
-$261K
|
-3,221
|
Closed
|
|
|
1813
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$260K
|
-3,207
|
Closed
|
|
|
1814
|
Palisade Capital Management
Fort Lee,
New Jersey
|
–
|
-$259K
|
-3,200
|
Closed
|
|
|
1815
|
Sivia Capital Partners
Mill Valley,
California
|
–
|
-$253K
|
-3,122
|
Closed
|
|
|
1816
|
Sapient Capital
Indianapolis,
Indiana
|
–
|
-$250K
|
-3,086
|
Closed
|
|
|
1817
|
Kapitalo Investimentos
Sao Paulo,
Brazil
|
–
|
-$249K
|
-3,077
|
Closed
|
|
|
1818
|
NBW Capital
Boston,
Massachusetts
|
–
|
-$245K
|
-3,020
|
Closed
|
|
|
1819
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
–
|
-$244K
|
-3,007
|
Closed
|
|
|
1820
|
One Wealth Advisors
San Francisco,
California
|
–
|
-$241K
|
-2,977
|
Closed
|
|
|
1821
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
–
|
-$236K
|
-2,918
|
Closed
|
|
|
1822
|
Sierra Summit Advisors
Incline Village,
Nevada
|
–
|
-$235K
|
-2,900
|
Closed
|
|
|
1823
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
–
|
-$234K
|
-2,891
|
Closed
|
|
|
1824
|
Everett Harris & Co
Los Angeles,
California
|
–
|
-$232K
|
-2,869
|
Closed
|
|
|
1825
|
FirstPurpose Wealth
Orem,
Utah
|
–
|
-$231K
|
-2,856
|
Closed
|
|
