|
2601
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$224K
|
-2,145
|
Closed
|
|
|
2602
|
Tobias Financial Advisors
Plantation,
Florida
|
–
|
-$224K
|
-2,143
|
Closed
|
|
|
2603
|
XTX Topco
George Town,
Cayman Islands
|
–
|
-$222K
|
-2,120
|
Closed
|
|
|
2604
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
–
|
-$221K
|
-2,114
|
Closed
|
|
|
2605
|
Clearview Wealth Advisors
Salem,
Oregon
|
–
|
-$221K
|
-2,109
|
Closed
|
|
|
2606
|
Fiduciary Wealth Partners
Boston,
Massachusetts
|
–
|
-$214K
|
-2,072
|
Closed
|
|
|
2607
|
Magnolia Private Wealth
Philadelphia,
Pennsylvania
|
–
|
-$207K
|
-1,979
|
Closed
|
|
|
2608
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
–
|
-$207K
|
-1,976
|
Closed
|
|
|
2609
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
–
|
-$206K
|
-1,969
|
Closed
|
|
|
2610
|
Forthright Family Wealth Advisory
Houston,
Texas
|
–
|
-$205K
|
-1,957
|
Closed
|
|
|
2611
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
–
|
-$204K
|
-1,954
|
Closed
|
|
|
2612
|
Western Financial Corp
San Diego,
California
|
–
|
-$204K
|
-1,953
|
Closed
|
|
|
2613
|
HWG Holdings
Houston,
Texas
|
–
|
-$204K
|
-1,948
|
Closed
|
|
|
2614
|
ORBA Wealth Advisors
Chicago,
Illinois
|
–
|
-$200K
|
-1,915
|
Closed
|
|
|
2615
|
Flaharty Asset Management
Clearwater,
Florida
|
–
|
-$200K
|
-1,914
|
Closed
|
|
|
2616
|
LMCG Investments
Boston,
Massachusetts
|
–
|
-$200K
|
-1,914
|
Closed
|
|
|
2617
|
|
–
|
-$148K
|
-1,415
|
Closed
|
|
|
2618
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$142K
|
-1,358
|
Closed
|
|
|
2619
|
McClarren Financial Advisors
State College,
Pennsylvania
|
–
|
-$90K
|
-796
|
Closed
|
|
|
2620
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
–
|
-$80.7K
|
-772
|
Closed
|
|
|
2621
|
Wayfinding Financial
Lynnwood,
Washington
|
–
|
-$77K
|
-742
|
Closed
|
|
|
2622
|
Hexagon Capital Partners
Rogers,
Arkansas
|
–
|
-$72.5K
|
-693
|
Closed
|
|
|
2623
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
–
|
-$70.8K
|
-677
|
Closed
|
|
|
2624
|
von Borstel & Associates
The Dalles,
Oregon
|
–
|
-$69K
|
-661
|
Closed
|
|
|
2625
|
Winnow Wealth
Waco,
Texas
|
–
|
-$67.2K
|
-643
|
Closed
|
|
