|
2701
|
Vertex Planning Partners
Downers Grove,
Illinois
|
–
|
-$271K
|
-1,118
|
Closed
|
|
|
2702
|
SLT Holdings
Scottsdale,
Arizona
|
–
|
-$266K
|
-1,100
|
Closed
|
|
|
2703
|
Palacios Wealth Management
Ormond Beach,
Florida
|
–
|
-$254K
|
-1,051
|
Closed
|
|
|
2704
|
Guild Investment Management
Los Angeles,
California
|
–
|
-$254K
|
-1,050
|
Closed
|
|
|
2705
|
Focused Wealth Management
Newburgh,
New York
|
–
|
-$247K
|
-1,020
|
Closed
|
|
|
2706
|
Safeguard Investment Advisory Group
Corona,
California
|
–
|
-$244K
|
-1,008
|
Closed
|
|
|
2707
|
|
–
|
-$246K
|
-1,002
|
Closed
|
|
|
2708
|
Warren Street Wealth Advisors
Newport Beach,
California
|
–
|
-$242K
|
-1,002
|
Closed
|
|
|
2709
|
Oak Harvest Investment Services
Houston,
Texas
|
–
|
-$98K
|
-1,000
|
Closed
|
|
|
2710
|
CFO4Life Group
Coppell,
Texas
|
–
|
-$238K
|
-982
|
Closed
|
|
|
2711
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
–
|
-$234K
|
-969
|
Closed
|
|
|
2712
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
–
|
-$234K
|
-965
|
Closed
|
|
|
2713
|
Mason & Associates (Virginia)
Newport News,
Virginia
|
–
|
-$207K
|
-959
|
Closed
|
|
|
2714
|
PFG Private Wealth Management
Lutz,
Florida
|
–
|
-$230K
|
-953
|
Closed
|
|
|
2715
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
–
|
-$219K
|
-905
|
Closed
|
|
|
2716
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$212K
|
-874
|
Closed
|
|
|
2717
|
|
–
|
-$211K
|
-873
|
Closed
|
|
|
2718
|
Schnieders Capital Management
Pasadena,
California
|
–
|
-$210K
|
-867
|
Closed
|
|
|
2719
|
Grant Private Wealth Management
Pleasanton,
California
|
–
|
-$206K
|
-852
|
Closed
|
|
|
2720
|
KPP Advisory Services
Louisville,
Kentucky
|
–
|
-$206K
|
-850
|
Closed
|
|
|
2721
|
Checchi Capital Advisers
Beverly Hills,
California
|
–
|
-$205K
|
-849
|
Closed
|
|
|
2722
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
–
|
-$163K
|
-672
|
Closed
|
|
|
2723
|
Crowley Wealth Management
Wilmington,
Delaware
|
–
|
-$161K
|
-665
|
Closed
|
|
|
2724
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
–
|
-$142K
|
-588
|
Closed
|
|
|
2725
|
Ballast Inc
Lexington,
Kentucky
|
–
|
-$137K
|
-567
|
Closed
|
|
