|
801
|
VisionPoint Advisory Group
Dallas,
Texas
|
–
|
-$315K
|
-3,360
|
Closed
|
|
|
802
|
Fiduciary Trust
Boston,
Massachusetts
|
–
|
-$265K
|
-2,912
|
Closed
|
|
|
803
|
WMS Partners
Towson,
Maryland
|
–
|
-$264K
|
-2,893
|
Closed
|
|
|
804
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$260K
|
-2,847
|
Closed
|
|
|
805
|
Signature Wealth Management Group
Atlanta,
Georgia
|
–
|
-$223K
|
-2,448
|
Closed
|
|
|
806
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$218K
|
-2,388
|
Closed
|
|
|
807
|
|
–
|
-$217K
|
-2,374
|
Closed
|
|
|
808
|
Marcum Wealth
Cleveland,
Ohio
|
–
|
-$212K
|
-2,328
|
Closed
|
|
|
809
|
Sunflower Bank
Dallas,
Texas
|
–
|
-$210K
|
-2,313
|
Closed
|
|
|
810
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$205K
|
-2,249
|
Closed
|
|
|
811
|
Windsor Wealth Management
Indianapolis,
Indiana
|
–
|
-$204K
|
-2,240
|
Closed
|
|
|
812
|
Berkshire Money Management
Dalton,
Massachusetts
|
–
|
-$202K
|
-2,220
|
Closed
|
|
|
813
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
–
|
-$202K
|
-2,214
|
Closed
|
|
|
814
|
Red Door Wealth Management
Memphis,
Tennessee
|
–
|
-$195K
|
-2,139
|
Closed
|
|
|
815
|
Estate Counselors
Thiensville,
Wisconsin
|
–
|
-$186K
|
-2,050
|
Closed
|
|
|
816
|
Centaurus Financial
Anaheim,
California
|
–
|
-$179K
|
-1,964
|
Closed
|
|
|
817
|
Beese Fulmer Investment Management
Canton,
Ohio
|
–
|
-$177K
|
-1,936
|
Closed
|
|
|
818
|
Engrave Wealth Partners
The Woodlands,
Texas
|
–
|
-$166K
|
-1,828
|
Closed
|
|
|
819
|
Sageworth Trust
Lancaster,
Pennsylvania
|
–
|
-$148K
|
-1,625
|
Closed
|
|
|
820
|
Baker Ellis Asset Management
Vancouver,
Washington
|
–
|
-$133K
|
-1,460
|
Closed
|
|
|
821
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
–
|
-$109K
|
-1,193
|
Closed
|
|
|
822
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$71K
|
-781
|
Closed
|
|
|
823
|
Campbell Wealth Management
Alexandria,
Virginia
|
–
|
-$61K
|
-664
|
Closed
|
|
|
824
|
Procyon Advisors
Shelton,
Connecticut
|
–
|
-$57K
|
-625
|
Closed
|
|
|
825
|
Cutler Group
San Francisco,
California
|
–
|
-$47.1K
|
-499
|
Closed
|
|
