|
2051
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$229K
|
-2,812
|
Closed
|
|
|
2052
|
Charles Schwab Trust
Henderson,
Nevada
|
–
|
-$224K
|
-2,754
|
Closed
|
|
|
2053
|
Miller Financial Services
Marshall,
Michigan
|
–
|
-$221K
|
-2,727
|
Closed
|
|
|
2054
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$221K
|
-2,719
|
Closed
|
|
|
2055
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
–
|
-$215K
|
-2,645
|
Closed
|
|
|
2056
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
–
|
-$210K
|
-2,583
|
Closed
|
|
|
2057
|
SFI Advisors
Montclair,
New Jersey
|
–
|
-$204K
|
-2,518
|
Closed
|
|
|
2058
|
Spirepoint Private Client
Vero Beach,
Florida
|
–
|
-$200K
|
-2,464
|
Closed
|
|
|
2059
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
–
|
-$208K
|
-2,384
|
Closed
|
|
|
2060
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
–
|
-$189K
|
-2,328
|
Closed
|
|
|
2061
|
|
–
|
-$179K
|
-1,954
|
Closed
|
|
|
2062
|
Inlight Wealth Management
Atlanta,
Georgia
|
–
|
-$130K
|
-1,606
|
Closed
|
|
|
2063
|
Matrix Trust Company
Denver,
Colorado
|
–
|
-$109K
|
-1,338
|
Closed
|
|
|
2064
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
–
|
-$99K
|
-1,221
|
Closed
|
|
|
2065
|
Alexis Investment Partners
Montgomery,
Texas
|
–
|
-$93.3K
|
-1,150
|
Closed
|
|
|
2066
|
Optima Capital
Beaverton,
Oregon
|
–
|
-$89.1K
|
-1,098
|
Closed
|
|
|
2067
|
Tompkins Financial
Ithaca,
New York
|
–
|
-$88.9K
|
-1,095
|
Closed
|
|
|
2068
|
First Community Trust
Dubuque,
Iowa
|
–
|
-$83.6K
|
-1,030
|
Closed
|
|
|
2069
|
Estate Planners Group
Yardley,
Pennsylvania
|
–
|
-$80.3K
|
-989
|
Closed
|
|
|
2070
|
Quattro Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$73.5K
|
-906
|
Closed
|
|
|
2071
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
–
|
-$67.2K
|
-828
|
Closed
|
|
|
2072
|
eCIO Inc
Madison,
Wisconsin
|
–
|
-$65K
|
-801
|
Closed
|
|
|
2073
|
DecisionPoint Financial
Mesa,
Arizona
|
–
|
-$61.1K
|
-753
|
Closed
|
|
|
2074
|
Frisco Financial Planning
Frisco,
Texas
|
–
|
-$61K
|
-751
|
Closed
|
|
|
2075
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$56.8K
|
-700
|
Closed
|
|
