|
1401
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$79K
|
-529
|
Closed
|
|
|
1402
|
Planned Solutions
Folsom,
California
|
–
|
-$74K
|
-500
|
Closed
|
|
|
1403
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$66K
|
-443
|
Closed
|
|
|
1404
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$62K
|
-416
|
Closed
|
|
|
1405
|
Childress Capital Advisors
Houston,
Texas
|
–
|
-$53K
|
-353
|
Closed
|
|
|
1406
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
–
|
-$52K
|
-352
|
Closed
|
|
|
1407
|
Clearstead Trust
Portland,
Maine
|
–
|
-$49K
|
-330
|
Closed
|
|
|
1408
|
Sowa Financial Group
Lincoln,
Rhode Island
|
–
|
-$42K
|
-285
|
Closed
|
|
|
1409
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$41K
|
-275
|
Closed
|
|
|
1410
|
Altus Wealth Group
Colorado Springs,
Colorado
|
–
|
-$31K
|
-210
|
Closed
|
|
|
1411
|
B, B, H, & B Inc
Birmingham,
Alabama
|
–
|
-$29K
|
-200
|
Closed
|
|
|
1412
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
–
|
-$27K
|
-181
|
Closed
|
|
|
1413
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
–
|
-$20K
|
-135
|
Closed
|
|
|
1414
|
Kinloch Capital
Glen Allen,
Virginia
|
–
|
-$9K
|
-63
|
Closed
|
|
|
1415
|
HighMark Wealth Management
St. Paul,
Minnesota
|
–
|
-$8K
|
-57
|
Closed
|
|
|
1416
|
Safeguard Investment Advisory Group
Corona,
California
|
–
|
-$7K
|
-50
|
Closed
|
|
|
1417
|
Norway Savings Bank
Portland,
Maine
|
–
|
-$3K
|
-19
|
Closed
|
|
|
1418
|
NWK Group
San Francisco,
California
|
–
|
-$2K
|
-14
|
Closed
|
|
|
1419
|
tru Independence
Portland,
Oregon
|
–
|
-$2
|
-11
|
Closed
|
|
