|
2551
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$250K
|
-1,264
|
Closed
|
|
|
2552
|
Alpha Financial Partners
Lexington,
Kentucky
|
–
|
-$248K
|
-1,255
|
Closed
|
|
|
2553
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
–
|
-$242K
|
-1,224
|
Closed
|
|
|
2554
|
Triton Wealth Management
Sun City,
Arizona
|
–
|
-$233K
|
-1,201
|
Closed
|
|
|
2555
|
Austin Private Wealth
Austin,
Texas
|
–
|
-$236K
|
-1,196
|
Closed
|
|
|
2556
|
Element Pointe Advisors
Miami,
Florida
|
–
|
-$234K
|
-1,184
|
Closed
|
|
|
2557
|
Kure Advisory
Plymouth,
Minnesota
|
–
|
-$226K
|
-1,143
|
Closed
|
|
|
2558
|
Revisor Wealth Management
Akron,
Ohio
|
–
|
-$224K
|
-1,135
|
Closed
|
|
|
2559
|
Well Done LLC
Holland,
Michigan
|
–
|
-$224K
|
-1,132
|
Closed
|
|
|
2560
|
Probity Advisors
Dallas,
Texas
|
–
|
-$221K
|
-1,117
|
Closed
|
|
|
2561
|
Heritage Investment Group
Pompano Beach,
Florida
|
–
|
-$219K
|
-1,110
|
Closed
|
|
|
2562
|
Curtis Advisory Group
Santa Barbara,
California
|
–
|
-$219K
|
-1,108
|
Closed
|
|
|
2563
|
Fermata Advisors
Sonoma,
California
|
–
|
-$218K
|
-1,105
|
Closed
|
|
|
2564
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
–
|
-$218K
|
-1,103
|
Closed
|
|
|
2565
|
Glassman Wealth Services
Vienna,
Virginia
|
–
|
-$217K
|
-1,097
|
Closed
|
|
|
2566
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$213K
|
-1,079
|
Closed
|
|
|
2567
|
Echo45 Advisors
Walnut Creek,
California
|
–
|
-$211K
|
-1,066
|
Closed
|
|
|
2568
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
–
|
-$211K
|
-1,066
|
Closed
|
|
|
2569
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
–
|
-$204K
|
-1,034
|
Closed
|
|
|
2570
|
Chesapeake Asset Management
New York
|
–
|
-$203K
|
-1,028
|
Closed
|
|
|
2571
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
–
|
-$202K
|
-1,023
|
Closed
|
|
|
2572
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
–
|
-$202K
|
-1,020
|
Closed
|
|
|
2573
|
First Business Financial Services
Madison,
Wisconsin
|
–
|
-$201K
|
-1,015
|
Closed
|
|
|
2574
|
O'Dell Group
Cincinnati,
Ohio
|
–
|
-$173K
|
-876
|
Closed
|
|
|
2575
|
One River Asset Management
Stamford,
Connecticut
|
–
|
-$164K
|
-872
|
Closed
|
|
