|
2026
|
Alpine Woods Capital Investors
Purchase,
New York
|
–
|
-$229K
|
-2,600
|
Closed
|
|
|
2027
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
–
|
-$229K
|
-2,600
|
Closed
|
|
|
2028
|
Gradient Capital Advisors
San Diego,
California
|
–
|
-$228K
|
-2,589
|
Closed
|
|
|
2029
|
LifeSteps Financial
Claremont,
California
|
–
|
-$225K
|
-2,563
|
Closed
|
|
|
2030
|
Copperleaf Capital
Raleigh,
North Carolina
|
–
|
-$225K
|
-2,559
|
Closed
|
|
|
2031
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
–
|
-$225K
|
-2,558
|
Closed
|
|
|
2032
|
Planning Alternatives
Birmingham,
Michigan
|
–
|
-$222K
|
-2,525
|
Closed
|
|
|
2033
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
–
|
-$222K
|
-2,524
|
Closed
|
|
|
2034
|
Pure Financial Advisors
San Diego,
California
|
–
|
-$221K
|
-2,515
|
Closed
|
|
|
2035
|
Peninsula Wealth
San Francisco,
California
|
–
|
-$220K
|
-2,508
|
Closed
|
|
|
2036
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
–
|
-$220K
|
-2,506
|
Closed
|
|
|
2037
|
Madison Asset Management
Madison,
Wisconsin
|
–
|
-$220K
|
-2,506
|
Closed
|
|
|
2038
|
DFPG Investments
Sandy,
Utah
|
–
|
-$229K
|
-2,503
|
Closed
|
|
|
2039
|
Campbell & Co Investment Adviser
Baltimore,
Maryland
|
–
|
-$218K
|
-2,482
|
Closed
|
|
|
2040
|
Blue Fin Capital
Warren,
Rhode Island
|
–
|
-$217K
|
-2,468
|
Closed
|
|
|
2041
|
Norris Perne & French
Grand Rapids,
Michigan
|
–
|
-$215K
|
-2,451
|
Closed
|
|
|
2042
|
Stewart & Patten Company
Lafayette,
California
|
–
|
-$215K
|
-2,449
|
Closed
|
|
|
2043
|
Camelot Portfolios
Maumee,
Ohio
|
–
|
-$214K
|
-2,437
|
Closed
|
|
|
2044
|
WESPAC Advisors
Orinda,
California
|
–
|
-$214K
|
-2,431
|
Closed
|
|
|
2045
|
Baxter Bros Inc
Riverside,
Connecticut
|
–
|
-$214K
|
-2,429
|
Closed
|
|
|
2046
|
Madison Wealth Management
Cincinnati,
Ohio
|
–
|
-$214K
|
-2,429
|
Closed
|
|
|
2047
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
–
|
-$213K
|
-2,429
|
Closed
|
|
|
2048
|
Montecito Bank & Trust
Santa Barbara,
California
|
–
|
-$212K
|
-2,415
|
Closed
|
|
|
2049
|
First National Corp
Rockland,
Massachusetts
|
–
|
-$211K
|
-2,402
|
Closed
|
|
|
2050
|
Johanson Financial Advisors
Campbell,
California
|
–
|
-$211K
|
-2,400
|
Closed
|
|
