|
1201
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$344K
|
-880
|
Closed
|
|
|
1202
|
Impact Partnership Wealth
Marietta,
Georgia
|
–
|
-$327K
|
-836
|
Closed
|
|
|
1203
|
Moran Wealth Management
Naples,
Florida
|
–
|
-$314K
|
-804
|
Closed
|
|
|
1204
|
Herbst Group
Westport,
Connecticut
|
–
|
-$313K
|
-800
|
Closed
|
|
|
1205
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
–
|
-$279K
|
-778
|
Closed
|
|
|
1206
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
–
|
-$267K
|
-774
|
Closed
|
|
|
1207
|
Mount Yale Investment Advisors
Denver,
Colorado
|
–
|
-$297K
|
-759
|
Closed
|
|
|
1208
|
Plum Street Advisors
New Orleans,
Louisiana
|
–
|
-$204K
|
-751
|
Closed
|
|
|
1209
|
PFG Investments
Woodbury,
New York
|
–
|
-$291K
|
-745
|
Closed
|
|
|
1210
|
Mason & Associates (California)
Los Angeles,
California
|
–
|
-$289K
|
-741
|
Closed
|
|
|
1211
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$285K
|
-730
|
Closed
|
|
|
1212
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$284K
|
-726
|
Closed
|
|
|
1213
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$279K
|
-713
|
Closed
|
|
|
1214
|
Tevis Investment Management
Plano,
Texas
|
–
|
-$274K
|
-702
|
Closed
|
|
|
1215
|
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
–
|
-$273K
|
-700
|
Closed
|
|
|
1216
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
–
|
-$273K
|
-699
|
Closed
|
|
|
1217
|
Graypoint LLC
Albany,
New York
|
–
|
-$273K
|
-699
|
Closed
|
|
|
1218
|
Ritholtz Wealth Management
New York
|
–
|
-$273K
|
-699
|
Closed
|
|
|
1219
|
Chicago Partners Investment Group
Chicago,
Illinois
|
–
|
-$253K
|
-693
|
Closed
|
|
|
1220
|
Everhart Financial Group
Dublin,
Ohio
|
–
|
-$268K
|
-685
|
Closed
|
|
|
1221
|
Glenview Trust
Louisville,
Kentucky
|
–
|
-$267K
|
-684
|
Closed
|
|
|
1222
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
–
|
-$264K
|
-675
|
Closed
|
|
|
1223
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
–
|
-$261K
|
-669
|
Closed
|
|
|
1224
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
–
|
-$261K
|
-669
|
Closed
|
|
|
1225
|
Quotient Wealth Partners
Dallas,
Texas
|
–
|
-$261K
|
-668
|
Closed
|
|
