|
851
|
PBMares Wealth Management
Williamsburg,
Virginia
|
–
|
-$234K
|
-8,721
|
Closed
|
|
|
852
|
Teamwork Financial Advisors
San Antonio,
Texas
|
–
|
-$232K
|
-8,679
|
Closed
|
|
|
853
|
Members Trust
Tampa,
Florida
|
–
|
-$227K
|
-8,478
|
Closed
|
|
|
854
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
–
|
-$220K
|
-8,199
|
Closed
|
|
|
855
|
Vanguard Group
Malvern,
Pennsylvania
|
–
|
-$214K
|
-8,004
|
Closed
|
|
|
856
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
–
|
-$212K
|
-7,905
|
Closed
|
|
|
857
|
Silverlake Wealth Management
Williston,
Vermont
|
–
|
-$207K
|
-7,710
|
Closed
|
|
|
858
|
Great Valley Advisor Group
Wilmington,
Delaware
|
–
|
-$204K
|
-7,632
|
Closed
|
|
|
859
|
TCI Wealth Advisors
Tucson,
Arizona
|
–
|
-$202K
|
-7,536
|
Closed
|
|
|
860
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
–
|
-$202K
|
-7,524
|
Closed
|
|
|
861
|
Wealth Management Resources
Smithfield,
Rhode Island
|
–
|
-$201K
|
-7,512
|
Closed
|
|
|
862
|
Capital Performance Advisors
Walnut Creek,
California
|
–
|
-$184K
|
-6,858
|
Closed
|
|
|
863
|
Planned Solutions
Folsom,
California
|
–
|
-$158K
|
-5,880
|
Closed
|
|
|
864
|
Bruce G. Allen Investments
Denver,
Colorado
|
–
|
-$143K
|
-5,337
|
Closed
|
|
|
865
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$92K
|
-3,450
|
Closed
|
|
|
866
|
Aspire Private Capital
Cornelius,
North Carolina
|
–
|
-$89.4K
|
-3,336
|
Closed
|
|
|
867
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
–
|
-$71.8K
|
-2,679
|
Closed
|
|
|
868
|
|
–
|
-$27.9K
|
-1,041
|
Closed
|
|
|
869
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
–
|
-$26.6K
|
-993
|
Closed
|
|
|
870
|
Clear Point Advisors
Melville,
New York
|
–
|
-$20.9K
|
-780
|
Closed
|
|
|
871
|
Thompson Investment Management
Madison,
Wisconsin
|
–
|
-$13.3K
|
-495
|
Closed
|
|
|
872
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
–
|
-$12.1K
|
-453
|
Closed
|
|
|
873
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
–
|
-$10K
|
-375
|
Closed
|
|
|
874
|
Nemes Rush Group
Novi,
Michigan
|
–
|
-$6.69K
|
-264
|
Closed
|
|
|
875
|
City State Bank
Norwalk,
Iowa
|
–
|
-$3.7K
|
-138
|
Closed
|
|
