|
626
|
Northwest Capital Management
Lake Oswego,
Oregon
|
–
|
-$268K
|
-4,396
|
Closed
|
|
|
627
|
|
–
|
-$266K
|
-4,376
|
Closed
|
|
|
628
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
–
|
-$260K
|
-4,270
|
Closed
|
|
|
629
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$250K
|
-4,105
|
Closed
|
|
|
630
|
Jackson Square Capital
San Francisco,
California
|
–
|
-$234K
|
-3,846
|
Closed
|
|
|
631
|
Meridian Wealth Advisors
Austin,
Texas
|
–
|
-$232K
|
-3,810
|
Closed
|
|
|
632
|
Pinnacle Private Wealth
Andover,
Massachusetts
|
–
|
-$227K
|
-3,730
|
Closed
|
|
|
633
|
JVL Associates
Wyoming,
Michigan
|
–
|
-$227K
|
-3,716
|
Closed
|
|
|
634
|
NCM Capital Management
Ramsey,
New Jersey
|
–
|
-$226K
|
-3,700
|
Closed
|
|
|
635
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$225K
|
-3,698
|
Closed
|
|
|
636
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$225K
|
-3,688
|
Closed
|
|
|
637
|
Tufton Capital Management
Hunt Valley,
Maryland
|
–
|
-$224K
|
-3,685
|
Closed
|
|
|
638
|
Samalin Investment Counsel
Chappaqua,
New York
|
–
|
-$224K
|
-3,680
|
Closed
|
|
|
639
|
Renaissance Investment Group
Lenox,
Massachusetts
|
–
|
-$201K
|
-3,661
|
Closed
|
|
|
640
|
CEDRUS
Littleton,
Colorado
|
–
|
-$222K
|
-3,634
|
Closed
|
|
|
641
|
Parcion Private Wealth
Bellevue,
Washington
|
–
|
-$220K
|
-3,604
|
Closed
|
|
|
642
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
–
|
-$215K
|
-3,534
|
Closed
|
|
|
643
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$215K
|
-3,528
|
Closed
|
|
|
644
|
Howard Financial Services
Dallas,
Texas
|
–
|
-$215K
|
-3,526
|
Closed
|
|
|
645
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$210K
|
-3,448
|
Closed
|
|
|
646
|
Rede Wealth
Charlottesville,
Virginia
|
–
|
-$210K
|
-3,443
|
Closed
|
|
|
647
|
Citizens Financial Group
Providence,
Rhode Island
|
–
|
-$207K
|
-3,403
|
Closed
|
|
|
648
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$205K
|
-3,371
|
Closed
|
|
|
649
|
Shufro Rose & Co
New York
|
–
|
-$204K
|
-3,350
|
Closed
|
|
|
650
|
Wealthspire Advisors (New York)
New York
|
–
|
-$201K
|
-3,294
|
Closed
|
|
