|
251
|
Physician Wealth Advisors
Midvale,
Utah
|
–
|
-$367K
|
-14,552
|
Closed
|
|
|
252
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
–
|
-$363K
|
-14,393
|
Closed
|
|
|
253
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
–
|
-$360K
|
-14,282
|
Closed
|
|
|
254
|
Seneca House Advisors
Richmond,
Virginia
|
–
|
-$359K
|
-14,261
|
Closed
|
|
|
255
|
Trust Company of Kansas
Wichita,
Kansas
|
–
|
-$358K
|
-14,227
|
Closed
|
|
|
256
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
–
|
-$356K
|
-14,143
|
Closed
|
|
|
257
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$355K
|
-14,101
|
Closed
|
|
|
258
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
–
|
-$352K
|
-13,967
|
Closed
|
|
|
259
|
Farther Finance Advisors
San Francisco,
California
|
–
|
-$351K
|
-13,923
|
Closed
|
|
|
260
|
Riverstone Advisors
New Braunfels,
Texas
|
–
|
-$351K
|
-13,922
|
Closed
|
|
|
261
|
KPP Advisory Services
Louisville,
Kentucky
|
–
|
-$346K
|
-13,740
|
Closed
|
|
|
262
|
Autumn Glory Partners
Dallas,
Texas
|
–
|
-$344K
|
-13,663
|
Closed
|
|
|
263
|
Calton & Associates
Tampa,
Florida
|
–
|
-$341K
|
-13,538
|
Closed
|
|
|
264
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
–
|
-$337K
|
-13,359
|
Closed
|
|
|
265
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$336K
|
-13,327
|
Closed
|
|
|
266
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
–
|
-$326K
|
-12,947
|
Closed
|
|
|
267
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
–
|
-$324K
|
-12,850
|
Closed
|
|
|
268
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
–
|
-$313K
|
-12,426
|
Closed
|
|
|
269
|
Robinson Smith Wealth Advisors
South Portland,
Maine
|
–
|
-$308K
|
-12,208
|
Closed
|
|
|
270
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$307K
|
-12,200
|
Closed
|
|
|
271
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
–
|
-$302K
|
-12,000
|
Closed
|
|
|
272
|
Gilbert & Cook
West Des Moines,
Iowa
|
–
|
-$299K
|
-11,870
|
Closed
|
|
|
273
|
Wealthspire Advisors (New York)
New York
|
–
|
-$291K
|
-11,545
|
Closed
|
|
|
274
|
E&G Advisors
Houston,
Texas
|
–
|
-$277K
|
-11,000
|
Closed
|
|
|
275
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$277K
|
-11,000
|
Closed
|
|
