|
1026
|
Finer Wealth Management
Salem,
Massachusetts
|
–
|
-$219K
|
-7,079
|
Closed
|
|
|
1027
|
Prota Financial
Houston,
Texas
|
–
|
-$218K
|
-7,044
|
Closed
|
|
|
1028
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$216K
|
-6,962
|
Closed
|
|
|
1029
|
Armis Advisers
Atlanta,
Georgia
|
–
|
-$210K
|
-6,940
|
Closed
|
|
|
1030
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
–
|
-$213K
|
-6,874
|
Closed
|
|
|
1031
|
Tocqueville Asset Management
New York
|
–
|
-$210K
|
-6,785
|
Closed
|
|
|
1032
|
Bensler
Bellevue,
Washington
|
–
|
-$210K
|
-6,771
|
Closed
|
|
|
1033
|
Sandbox Financial Partners
Bethesda,
Maryland
|
–
|
-$209K
|
-6,764
|
Closed
|
|
|
1034
|
Keystone Wealth Services
Palm Desert,
California
|
–
|
-$206K
|
-6,648
|
Closed
|
|
|
1035
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
–
|
-$205K
|
-6,632
|
Closed
|
|
|
1036
|
Clearwave Capital
Upland,
California
|
–
|
-$204K
|
-6,594
|
Closed
|
|
|
1037
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
–
|
-$206K
|
-6,485
|
Closed
|
|
|
1038
|
New England Asset Management
Farmington,
Connecticut
|
–
|
-$186K
|
-6,000
|
Closed
|
|
|
1039
|
American Wealth Advisors
Johns Creek,
Georgia
|
–
|
-$161K
|
-5,194
|
Closed
|
|
|
1040
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
–
|
-$143K
|
-4,627
|
Closed
|
|
|
1041
|
Vaughan Nelson Investment Management
Houston,
Texas
|
–
|
-$84.7K
|
-2,735
|
Closed
|
|
|
1042
|
Luminist Capital
Grand Rapids,
Michigan
|
–
|
-$61.1K
|
-1,972
|
Closed
|
|
|
1043
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
–
|
-$49.6K
|
-1,602
|
Closed
|
|
|
1044
|
Compass Financial Services
West Des Moines,
Iowa
|
–
|
-$35.9K
|
-1,158
|
Closed
|
|
|
1045
|
Eastern Bank
Boston,
Massachusetts
|
–
|
-$35.6K
|
-1,150
|
Closed
|
|
|
1046
|
Optima Capital
Beaverton,
Oregon
|
–
|
-$26.5K
|
-855
|
Closed
|
|
|
1047
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$24.1K
|
-780
|
Closed
|
|
|
1048
|
Grand Wealth Management
Grand Rapids,
Michigan
|
–
|
-$19.8K
|
-641
|
Closed
|
|
|
1049
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
–
|
-$19.5K
|
-630
|
Closed
|
|
|
1050
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
–
|
-$17.1K
|
-552
|
Closed
|
|
