|
851
|
Defined Financial Planning
San Rafael,
California
|
–
|
-$241K
|
-721
|
Closed
|
|
|
852
|
Managed Asset Portfolios
Rochester,
Michigan
|
–
|
-$239K
|
-714
|
Closed
|
|
|
853
|
Parsons Capital Management
Providence,
Rhode Island
|
–
|
-$226K
|
-675
|
Closed
|
|
|
854
|
Decatur Capital Management
Decatur,
Georgia
|
–
|
-$225K
|
-672
|
Closed
|
|
|
855
|
Montag & Caldwell
Atlanta,
Georgia
|
–
|
-$223K
|
-666
|
Closed
|
|
|
856
|
Strategic Advocates
Logan,
Utah
|
–
|
-$221K
|
-662
|
Closed
|
|
|
857
|
WMS Partners
Towson,
Maryland
|
–
|
-$215K
|
-644
|
Closed
|
|
|
858
|
Opes Wealth Management
Menlo Park,
California
|
–
|
-$214K
|
-640
|
Closed
|
|
|
859
|
Argent Trust Co
Nashville,
Tennessee
|
–
|
-$210K
|
-629
|
Closed
|
|
|
860
|
Penobscot Investment Management
Boston,
Massachusetts
|
–
|
-$209K
|
-626
|
Closed
|
|
|
861
|
Unique Wealth
Clearwater,
Florida
|
–
|
-$207K
|
-620
|
Closed
|
|
|
862
|
Keystone Wealth Services
Palm Desert,
California
|
–
|
-$206K
|
-615
|
Closed
|
|
|
863
|
Little House Capital
Braintree,
Massachusetts
|
–
|
-$206K
|
-615
|
Closed
|
|
|
864
|
Harfst & Associates
Sheridan,
Wyoming
|
–
|
-$204K
|
-611
|
Closed
|
|
|
865
|
LJI Wealth Management
Indianapolis,
Indiana
|
–
|
-$203K
|
-607
|
Closed
|
|
|
866
|
Iconiq Capital
San Francisco,
California
|
–
|
-$202K
|
-603
|
Closed
|
|
|
867
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$186K
|
-555
|
Closed
|
|
|
868
|
Tompkins Financial
Ithaca,
New York
|
–
|
-$170K
|
-510
|
Closed
|
|
|
869
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$83K
|
-250
|
Closed
|
|
|
870
|
Physician Wealth Advisors
Midvale,
Utah
|
–
|
-$48.5K
|
-145
|
Closed
|
|
|
871
|
Denver PWM
Denver,
Colorado
|
–
|
-$45.8K
|
-137
|
Closed
|
|
|
872
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$42.6K
|
-127
|
Closed
|
|
|
873
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
–
|
-$8.36K
|
-25
|
Closed
|
|
|
874
|
Financial Life Planners
Tempe,
Arizona
|
–
|
-$7.42K
|
-22
|
Closed
|
|
|
875
|
GAMMA Investing
Foster City,
California
|
–
|
-$2.67K
|
-8
|
Closed
|
|
