|
1851
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$356K
|
-2,115
|
Closed
|
|
|
1852
|
Boston Common Asset Management
Boston,
Massachusetts
|
–
|
-$354K
|
-2,102
|
Closed
|
|
|
1853
|
Callahan Advisors
Houston,
Texas
|
–
|
-$348K
|
-2,067
|
Closed
|
|
|
1854
|
|
–
|
-$323K
|
-1,915
|
Closed
|
|
|
1855
|
Aprio Wealth Management
Atlanta,
Georgia
|
–
|
-$321K
|
-1,908
|
Closed
|
|
|
1856
|
Thompson Davis & Co
Richmond,
Virginia
|
–
|
-$299K
|
-1,777
|
Closed
|
|
|
1857
|
Oak Asset Management
Westlake Village,
California
|
–
|
-$299K
|
-1,775
|
Closed
|
|
|
1858
|
Kalos Management
Alpharetta,
Georgia
|
–
|
-$293K
|
-1,745
|
Closed
|
|
|
1859
|
Nisa Investment Advisors
St. Louis,
Missouri
|
–
|
-$290K
|
-1,724
|
Closed
|
|
|
1860
|
Beacon Financial Advisory
Cleveland,
Ohio
|
–
|
-$289K
|
-1,716
|
Closed
|
|
|
1861
|
Frank Rimerman Advisors
Palo Alto,
California
|
–
|
-$285K
|
-1,689
|
Closed
|
|
|
1862
|
HNP Capital
Rochester,
New York
|
–
|
-$282K
|
-1,672
|
Closed
|
|
|
1863
|
Gainplan
Bloomfield Hills,
Michigan
|
–
|
-$290K
|
-1,649
|
Closed
|
|
|
1864
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$278K
|
-1,648
|
Closed
|
|
|
1865
|
Matrix Private Capital Group
New York
|
–
|
-$273K
|
-1,622
|
Closed
|
|
|
1866
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
–
|
-$270K
|
-1,600
|
Closed
|
|
|
1867
|
Cottage Street Advisors
Marion,
Massachusetts
|
–
|
-$269K
|
-1,599
|
Closed
|
|
|
1868
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
–
|
-$266K
|
-1,580
|
Closed
|
|
|
1869
|
SMI Advisory Services
Columbus,
Indiana
|
–
|
-$266K
|
-1,577
|
Closed
|
|
|
1870
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
–
|
-$251K
|
-1,550
|
Closed
|
|
|
1871
|
Oak Family Advisors
Chicago,
Illinois
|
–
|
-$256K
|
-1,518
|
Closed
|
|
|
1872
|
TrueWealth Advisors
Birmingham,
Alabama
|
–
|
-$252K
|
-1,498
|
Closed
|
|
|
1873
|
R.M. Davis Inc
Portland,
Maine
|
–
|
-$252K
|
-1,495
|
Closed
|
|
|
1874
|
Cadence Bank NA
Houston,
Texas
|
–
|
-$246K
|
-1,465
|
Closed
|
|
|
1875
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
–
|
-$245K
|
-1,457
|
Closed
|
|
