|
1401
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$240K
|
-1,740
|
Closed
|
|
|
1402
|
One Wealth Advisors
San Francisco,
California
|
–
|
-$237K
|
-1,720
|
Closed
|
|
|
1403
|
Resonant Capital Advisors
Madison,
Wisconsin
|
–
|
-$237K
|
-1,720
|
Closed
|
|
|
1404
|
Sigma Investment Counselors
Northville,
Michigan
|
–
|
-$237K
|
-1,720
|
Closed
|
|
|
1405
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
–
|
-$234K
|
-1,700
|
Closed
|
|
|
1406
|
ZWJ Investment Counsel
Atlanta,
Georgia
|
–
|
-$234K
|
-1,700
|
Closed
|
|
|
1407
|
Pembroke Management
Montreal,
Quebec, Canada
|
–
|
-$294K
|
-1,690
|
Closed
|
|
|
1408
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$231K
|
-1,680
|
Closed
|
|
|
1409
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
–
|
-$232K
|
-1,680
|
Closed
|
|
|
1410
|
Titus Wealth Management
Larskpur,
California
|
–
|
-$231K
|
-1,680
|
Closed
|
|
|
1411
|
Accredited Investors
Edina,
Minnesota
|
–
|
-$230K
|
-1,670
|
Closed
|
|
|
1412
|
Southport Capital Management
Chattanooga,
Tennessee
|
–
|
-$230K
|
-1,670
|
Closed
|
|
|
1413
|
Essex LLC
Deer Park,
Illinois
|
–
|
-$227K
|
-1,650
|
Closed
|
|
|
1414
|
Pachira Investments
Dana Point,
California
|
–
|
-$227K
|
-1,650
|
Closed
|
|
|
1415
|
Founders Financial Alliance
Raleigh,
North Carolina
|
–
|
-$226K
|
-1,640
|
Closed
|
|
|
1416
|
Capasso Planning Partners
Charleston,
South Carolina
|
–
|
-$222K
|
-1,610
|
Closed
|
|
|
1417
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$222K
|
-1,610
|
Closed
|
|
|
1418
|
Tamar Securities
Woodland Hills,
California
|
–
|
-$220K
|
-1,600
|
Closed
|
|
|
1419
|
WT Wealth Management
Scottsdale,
Arizona
|
–
|
-$220K
|
-1,600
|
Closed
|
|
|
1420
|
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
–
|
-$220K
|
-1,600
|
Closed
|
|
|
1421
|
Detalus Advisors
St. Louis,
Missouri
|
–
|
-$219K
|
-1,590
|
Closed
|
|
|
1422
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$218K
|
-1,580
|
Closed
|
|
|
1423
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
–
|
-$218K
|
-1,580
|
Closed
|
|
|
1424
|
Members Trust
Tampa,
Florida
|
–
|
-$216K
|
-1,570
|
Closed
|
|
|
1425
|
Modera Wealth Management
Westwood,
New Jersey
|
–
|
-$214K
|
-1,560
|
Closed
|
|
