|
776
|
Total Wealth Planning
Cincinnati,
Ohio
|
–
|
-$4.23M
|
-29,901
|
Closed
|
|
|
777
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$2.83M
|
-20,000
|
Closed
|
|
|
778
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$2.58M
|
-18,232
|
Closed
|
|
|
779
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
–
|
-$27.7K
|
-12,597
|
Closed
|
|
|
780
|
Cornerstone Capital
Palo Alto,
California
|
–
|
-$1.71M
|
-12,081
|
Closed
|
|
|
781
|
Keebeck Wealth Management
Chicago,
Illinois
|
–
|
-$1.11M
|
-7,869
|
Closed
|
|
|
782
|
Vertex Planning Partners
Downers Grove,
Illinois
|
–
|
-$531K
|
-3,756
|
Closed
|
|
|
783
|
TruWealth Advisors
Metairie,
Louisiana
|
–
|
-$529K
|
-3,735
|
Closed
|
|
|
784
|
Paragon Advisors
College Station,
Texas
|
–
|
-$500K
|
-3,533
|
Closed
|
|
|
785
|
KMG Fiduciary Partners
Toledo,
Ohio
|
–
|
-$441K
|
-3,119
|
Closed
|
|
|
786
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$406K
|
-2,866
|
Closed
|
|
|
787
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
–
|
-$320K
|
-2,260
|
Closed
|
|
|
788
|
Nilsine Partners
Greenwood Village,
Colorado
|
–
|
-$267K
|
-1,885
|
Closed
|
|
|
789
|
PFG Advisors
Phoenix,
Arizona
|
–
|
-$256K
|
-1,809
|
Closed
|
|
|
790
|
Rede Wealth
Charlottesville,
Virginia
|
–
|
-$253K
|
-1,791
|
Closed
|
|
|
791
|
Strive Asset Management
Dublin,
Ohio
|
–
|
-$246K
|
-1,741
|
Closed
|
|
|
792
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
–
|
-$237K
|
-1,684
|
Closed
|
|
|
793
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$225K
|
-1,593
|
Closed
|
|
|
794
|
Holistic Planning
Nacogdoches,
Texas
|
–
|
-$217K
|
-1,535
|
Closed
|
|
|
795
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
–
|
-$212K
|
-1,496
|
Closed
|
|
|
796
|
Slow Capital
Greenbrae,
California
|
–
|
-$210K
|
-1,485
|
Closed
|
|
|
797
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$202K
|
-1,429
|
Closed
|
|
|
798
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
–
|
-$177K
|
-1,250
|
Closed
|
|
|
799
|
Peck Wealth Management
White Plains,
New York
|
–
|
-$157K
|
-1,112
|
Closed
|
|
|
800
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
–
|
-$88.6K
|
-626
|
Closed
|
|
