|
2551
|
von Borstel & Associates
The Dalles,
Oregon
|
–
|
-$603K
|
-5,012
|
Closed
|
|
|
2552
|
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
–
|
-$529K
|
-4,516
|
Closed
|
|
|
2553
|
Everest Management Corp
Cupertino,
California
|
–
|
-$523K
|
-4,468
|
Closed
|
|
|
2554
|
Future Fund LLC
Chicago,
Illinois
|
–
|
-$516K
|
-4,408
|
Closed
|
|
|
2555
|
BetterWealth
San Jose,
California
|
–
|
-$513K
|
-4,384
|
Closed
|
|
|
2556
|
Waverton Investment Management
London,
United Kingdom
|
–
|
-$499K
|
-4,264
|
Closed
|
|
|
2557
|
Jump Financial
Chicago,
Illinois
|
–
|
-$486K
|
-4,152
|
Closed
|
|
|
2558
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$431K
|
-3,680
|
Closed
|
|
|
2559
|
Main Management
San Francisco,
California
|
–
|
-$429K
|
-3,660
|
Closed
|
|
|
2560
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
–
|
-$422K
|
-3,600
|
Closed
|
|
|
2561
|
Verity Asset Management
Durham,
North Carolina
|
–
|
-$417K
|
-3,560
|
Closed
|
|
|
2562
|
McCarthy & Cox
Marysville,
Ohio
|
–
|
-$396K
|
-3,384
|
Closed
|
|
|
2563
|
Vertex Planning Partners
Downers Grove,
Illinois
|
–
|
-$375K
|
-3,200
|
Closed
|
|
|
2564
|
Torrey Growth & Income Advisors
Del Mar,
California
|
–
|
-$365K
|
-3,120
|
Closed
|
|
|
2565
|
Prospera Capital Management
Gilbert,
Arizona
|
–
|
-$362K
|
-3,088
|
Closed
|
|
|
2566
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
–
|
-$361K
|
-3,084
|
Closed
|
|
|
2567
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$359K
|
-3,068
|
Closed
|
|
|
2568
|
Winnow Wealth
Waco,
Texas
|
–
|
-$338K
|
-2,884
|
Closed
|
|
|
2569
|
Dravo Bay
Rehoboth Beach,
Delaware
|
–
|
-$331K
|
-2,824
|
Closed
|
|
|
2570
|
Access Financial Services
Minneapolis,
Minnesota
|
–
|
-$296K
|
-2,528
|
Closed
|
|
|
2571
|
Northwest Financial Advisors
Herndon,
Virginia
|
–
|
-$284K
|
-2,428
|
Closed
|
|
|
2572
|
Vickerman Investment Advisors
Spokane,
Washington
|
–
|
-$268K
|
-2,288
|
Closed
|
|
|
2573
|
Sunbeam Capital Management
Atlanta,
Georgia
|
–
|
-$262K
|
-2,240
|
Closed
|
|
|
2574
|
Prostatis Group
Hanover,
Maryland
|
–
|
-$255K
|
-2,176
|
Closed
|
|
|
2575
|
LifeSteps Financial
Claremont,
California
|
–
|
-$253K
|
-2,156
|
Closed
|
|
