|
776
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$324K
|
-5,950
|
Closed
|
|
|
777
|
Essex Savings Bank
Essex,
Connecticut
|
–
|
-$305K
|
-5,595
|
Closed
|
|
|
778
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$301K
|
-5,529
|
Closed
|
|
|
779
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$295K
|
-5,409
|
Closed
|
|
|
780
|
Collective Family Office
York,
Pennsylvania
|
–
|
-$278K
|
-5,100
|
Closed
|
|
|
781
|
Wintrust Investments
Chicago,
Illinois
|
–
|
-$276K
|
-5,058
|
Closed
|
|
|
782
|
Donald L. Hagan LLC
Sarasota,
Florida
|
–
|
-$273K
|
-5,008
|
Closed
|
|
|
783
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
–
|
-$244K
|
-4,472
|
Closed
|
|
|
784
|
Asset Allocation Strategies
Farmington,
Michigan
|
–
|
-$242K
|
-4,442
|
Closed
|
|
|
785
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$235K
|
-4,304
|
Closed
|
|
|
786
|
First National Trust
Hermitage,
Pennsylvania
|
–
|
-$207K
|
-3,807
|
Closed
|
|
|
787
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$204K
|
-3,739
|
Closed
|
|
|
788
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$109K
|
-2,000
|
Closed
|
|
|
789
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$91.7K
|
-1,665
|
Closed
|
|
|
790
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
–
|
-$27.4K
|
-498
|
Closed
|
|
|
791
|
Win Advisors
Palm Beach Gardens,
Florida
|
–
|
-$20.8K
|
-382
|
Closed
|
|
|
792
|
Activest Wealth Management
Aventure,
Florida
|
–
|
-$19.9K
|
-365
|
Closed
|
|
|
793
|
McElhenny Sheffield Capital Management
Dallas,
Texas
|
–
|
-$14.6K
|
-268
|
Closed
|
|
|
794
|
Zullo Investment Group
Scranton,
Pennsylvania
|
–
|
-$5.45K
|
-100
|
Closed
|
|
|
795
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$1.51K
|
-28
|
Closed
|
|
|
796
|
Hantz Financial Services
Southfield,
Michigan
|
–
|
+$54
|
+1
|
New
|
|
