|
1001
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
–
|
-$283K
|
-1,822
|
Closed
|
|
|
1002
|
American Trust
Lexington,
Kentucky
|
–
|
-$255K
|
-1,640
|
Closed
|
|
|
1003
|
Circle Wealth Management
Summit,
New Jersey
|
–
|
-$232K
|
-1,493
|
Closed
|
|
|
1004
|
Family Capital Management
Grand Rapids,
Michigan
|
–
|
-$230K
|
-1,478
|
Closed
|
|
|
1005
|
Bensler
Bellevue,
Washington
|
–
|
-$219K
|
-1,412
|
Closed
|
|
|
1006
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
–
|
-$217K
|
-1,399
|
Closed
|
|
|
1007
|
Sand Hill Global Advisors
Palo Alto,
California
|
–
|
-$215K
|
-1,385
|
Closed
|
|
|
1008
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$212K
|
-1,365
|
Closed
|
|
|
1009
|
High Probability Advisors
Pittsford,
New York
|
–
|
-$210K
|
-1,351
|
Closed
|
|
|
1010
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
–
|
-$209K
|
-1,347
|
Closed
|
|
|
1011
|
Sunpointe
St. Louis,
Missouri
|
–
|
-$208K
|
-1,339
|
Closed
|
|
|
1012
|
JMG Financial Group
Downers Grove,
Illinois
|
–
|
-$205K
|
-1,318
|
Closed
|
|
|
1013
|
|
–
|
-$192K
|
-1,270
|
Closed
|
|
|
1014
|
McClarren Financial Advisors
State College,
Pennsylvania
|
–
|
-$162K
|
-1,042
|
Closed
|
|
|
1015
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
–
|
-$155K
|
-1,000
|
Closed
|
|
|
1016
|
Planned Solutions
Folsom,
California
|
–
|
-$142K
|
-913
|
Closed
|
|
|
1017
|
GW&K Investment Management
Boston,
Massachusetts
|
–
|
-$109K
|
-699
|
Closed
|
|
|
1018
|
Focused Wealth Management
Newburgh,
New York
|
–
|
-$100K
|
-644
|
Closed
|
|
|
1019
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
-$99.9K
|
-643
|
Closed
|
|
|
1020
|
Bourgeon Capital Management
Darien,
Connecticut
|
–
|
-$98.6K
|
-635
|
Closed
|
|
|
1021
|
Financial Management Professionals
Austin,
Texas
|
–
|
-$97K
|
-623
|
Closed
|
|
|
1022
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$89.9K
|
-579
|
Closed
|
|
|
1023
|
Northwest Financial Advisors
Herndon,
Virginia
|
–
|
-$77.6K
|
-500
|
Closed
|
|
|
1024
|
WCM Investment Management
Laguna Beach,
California
|
–
|
-$72.4K
|
-459
|
Closed
|
|
|
1025
|
Livelsberger Financial Advisory
Ashland,
Ohio
|
–
|
-$56.5K
|
-364
|
Closed
|
|
