|
1451
|
Providence First Trust
Scottsdale,
Arizona
|
–
|
-$594K
|
-3,900
|
Closed
|
|
|
1452
|
Beam Wealth Advisors
Covington,
Louisiana
|
–
|
-$579K
|
-3,800
|
Closed
|
|
|
1453
|
Calton & Associates
Tampa,
Florida
|
–
|
-$471K
|
-3,093
|
Closed
|
|
|
1454
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$470K
|
-3,087
|
Closed
|
|
|
1455
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
–
|
-$438K
|
-2,874
|
Closed
|
|
|
1456
|
Single Point Partners
Boston,
Massachusetts
|
–
|
-$434K
|
-2,849
|
Closed
|
|
|
1457
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$391K
|
-2,569
|
Closed
|
|
|
1458
|
Valley Wealth Managers
Paramus,
New Jersey
|
–
|
-$380K
|
-2,494
|
Closed
|
|
|
1459
|
Parcion Private Wealth
Bellevue,
Washington
|
–
|
-$350K
|
-2,300
|
Closed
|
|
|
1460
|
Peak Financial Advisors
Denver,
Colorado
|
–
|
-$348K
|
-2,284
|
Closed
|
|
|
1461
|
Coho Partners
Berwyn,
Pennsylvania
|
–
|
-$333K
|
-2,186
|
Closed
|
|
|
1462
|
Delta Financial Group
Basking Ridge,
New Jersey
|
–
|
-$313K
|
-2,058
|
Closed
|
|
|
1463
|
3D/L Capital Management
Hartford,
Connecticut
|
–
|
-$309K
|
-2,031
|
Closed
|
|
|
1464
|
Legacy Private Trust
Neenah,
Wisconsin
|
–
|
-$280K
|
-1,838
|
Closed
|
|
|
1465
|
Moran Wealth Management
Naples,
Florida
|
–
|
-$270K
|
-1,774
|
Closed
|
|
|
1466
|
Mission Creek Capital Partners
San Francisco,
California
|
–
|
-$269K
|
-1,764
|
Closed
|
|
|
1467
|
Builder Investment Group
Atlanta,
Georgia
|
–
|
-$261K
|
-1,714
|
Closed
|
|
|
1468
|
REDW Wealth
Albuquerque,
New Mexico
|
–
|
-$256K
|
-1,679
|
Closed
|
|
|
1469
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
–
|
-$254K
|
-1,669
|
Closed
|
|
|
1470
|
Northwest Bancshares
Warren,
Pennsylvania
|
–
|
-$246K
|
-1,614
|
Closed
|
|
|
1471
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$241K
|
-1,586
|
Closed
|
|
|
1472
|
Rollins Financial
Atlanta,
Georgia
|
–
|
-$237K
|
-1,555
|
Closed
|
|
|
1473
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
–
|
-$234K
|
-1,536
|
Closed
|
|
|
1474
|
Lathrop Investment Management
Little Rock,
Arkansas
|
–
|
-$224K
|
-1,468
|
Closed
|
|
|
1475
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$223K
|
-1,464
|
Closed
|
|
