|
1501
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
–
|
-$252K
|
-3,510
|
Closed
|
|
|
1502
|
Summit Financial
Parsippany,
New Jersey
|
–
|
-$249K
|
-3,460
|
Closed
|
|
|
1503
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$248K
|
-3,440
|
Closed
|
|
|
1504
|
Fayez Sarofim & Co
Houston,
Texas
|
–
|
-$245K
|
-3,400
|
Closed
|
|
|
1505
|
Evolution Wealth Advisors
Aventura,
Florida
|
–
|
-$244
|
-3,390
|
Closed
|
|
|
1506
|
Synergy Financial Group
San Ramon,
California
|
–
|
-$243K
|
-3,380
|
Closed
|
|
|
1507
|
BSW Wealth Partners
Boulder,
Colorado
|
–
|
-$242K
|
-3,370
|
Closed
|
|
|
1508
|
Eastern Bank
Boston,
Massachusetts
|
–
|
-$242K
|
-3,370
|
Closed
|
|
|
1509
|
Franklin Street Advisors
Chapel Hill,
North Carolina
|
–
|
-$241K
|
-3,350
|
Closed
|
|
|
1510
|
Andesa Financial Management
Allentown,
Pennsylvania
|
–
|
-$240K
|
-3,340
|
Closed
|
|
|
1511
|
Ipswich Investment Management
Beverly,
Massachusetts
|
–
|
-$239K
|
-3,330
|
Closed
|
|
|
1512
|
LGT Group Foundation
Vaduz,
Liechtenstein
|
–
|
-$238K
|
-3,310
|
Closed
|
|
|
1513
|
Poehling Capital Management
Madison,
Wisconsin
|
–
|
-$237K
|
-3,300
|
Closed
|
|
|
1514
|
Flaharty Asset Management
Clearwater,
Florida
|
–
|
-$237K
|
-3,290
|
Closed
|
|
|
1515
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
–
|
-$236K
|
-3,280
|
Closed
|
|
|
1516
|
Inscription Capital
Houston,
Texas
|
–
|
-$236K
|
-3,280
|
Closed
|
|
|
1517
|
SSI Investment Management
Los Angeles,
California
|
–
|
-$236K
|
-3,270
|
Closed
|
|
|
1518
|
Cypress Asset Management
Houston,
Texas
|
–
|
-$234K
|
-3,250
|
Closed
|
|
|
1519
|
SimplyRich
Carlsbad,
California
|
–
|
-$233K
|
-3,240
|
Closed
|
|
|
1520
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$231K
|
-3,200
|
Closed
|
|
|
1521
|
Dock Street Asset Management
Palm Beach,
Florida
|
–
|
-$227K
|
-3,150
|
Closed
|
|
|
1522
|
SignalPoint Asset Management
Springfield,
Missouri
|
–
|
-$226K
|
-3,150
|
Closed
|
|
|
1523
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
–
|
-$222K
|
-3,090
|
Closed
|
|
|
1524
|
Callahan Advisors
Houston,
Texas
|
–
|
-$221K
|
-3,070
|
Closed
|
|
|
1525
|
American Trust
Lexington,
Kentucky
|
–
|
-$220K
|
-3,060
|
Closed
|
|
