|
2501
|
Von Berge Wealth Management Group
San Diego,
California
|
–
|
-$237K
|
-3,710
|
Closed
|
|
|
2502
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
–
|
-$223K
|
-3,591
|
Closed
|
|
|
2503
|
Maia Wealth
Denver,
Colorado
|
–
|
-$214K
|
-3,454
|
Closed
|
|
|
2504
|
Briaud Financial Planning
College Station,
Texas
|
–
|
-$207K
|
-3,345
|
Closed
|
|
|
2505
|
Ehrlich Financial Group
Laguna Niguel,
California
|
–
|
-$207K
|
-3,334
|
Closed
|
|
|
2506
|
Mutual of America Capital Management
New York
|
–
|
-$205K
|
-3,305
|
Closed
|
|
|
2507
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$203K
|
-3,276
|
Closed
|
|
|
2508
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
–
|
-$202K
|
-3,255
|
Closed
|
|
|
2509
|
Sierra Ocean
Ripon,
California
|
–
|
-$190K
|
-3,057
|
Closed
|
|
|
2510
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
–
|
-$171K
|
-2,754
|
Closed
|
|
|
2511
|
Disciplina Capital Management
Nashville,
Tennessee
|
–
|
-$155K
|
-2,500
|
Closed
|
|
|
2512
|
|
–
|
-$141K
|
-2,280
|
Closed
|
|
|
2513
|
Ridgewood Investments
Springfield,
New Jersey
|
–
|
-$124K
|
-2,000
|
Closed
|
|
|
2514
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
–
|
-$105K
|
-1,700
|
Closed
|
|
|
2515
|
Wood Tarver Financial Group
Boise,
Idaho
|
–
|
-$101K
|
-1,635
|
Closed
|
|
|
2516
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
–
|
-$79K
|
-1,274
|
Closed
|
|
|
2517
|
Park Square Financial Group
Roswell,
Georgia
|
–
|
-$68.5K
|
-1,105
|
Closed
|
|
|
2518
|
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
|
–
|
-$68.4K
|
-1,102
|
Closed
|
|
|
2519
|
Total Investment Management
Scottsdale,
Arizona
|
–
|
-$54.2K
|
-874
|
Closed
|
|
|
2520
|
Olistico Wealth
Tulsa,
Oklahoma
|
–
|
-$43.1K
|
-695
|
Closed
|
|
|
2521
|
FWL Investment Management
Dallas,
Texas
|
–
|
-$41.2K
|
-665
|
Closed
|
|
|
2522
|
PMV Capital Advisers
Dallas,
Texas
|
–
|
-$38.3K
|
-617
|
Closed
|
|
|
2523
|
Windsor Advisory Group
Columbus,
Ohio
|
–
|
-$35.7K
|
-575
|
Closed
|
|
|
2524
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$31K
|
-500
|
Closed
|
|
|
2525
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
–
|
-$22.3K
|
-360
|
Closed
|
|
