|
1551
|
Forte Capital
Rochester,
New York
|
–
|
-$255K
|
-2,401
|
Closed
|
|
|
1552
|
Vista Investment Partners II
Richmond,
Indiana
|
–
|
-$254K
|
-2,390
|
Closed
|
|
|
1553
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
–
|
-$249K
|
-2,340
|
Closed
|
|
|
1554
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
–
|
-$258K
|
-2,238
|
Closed
|
|
|
1555
|
Engineers Gate Manager
New York
|
–
|
-$233K
|
-2,187
|
Closed
|
|
|
1556
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
–
|
-$232K
|
-2,179
|
Closed
|
|
|
1557
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
–
|
-$230K
|
-2,164
|
Closed
|
|
|
1558
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
–
|
-$230K
|
-2,160
|
Closed
|
|
|
1559
|
KPP Advisory Services
Louisville,
Kentucky
|
–
|
-$226K
|
-2,123
|
Closed
|
|
|
1560
|
Womack Financial
Dallas,
Texas
|
–
|
-$225K
|
-2,112
|
Closed
|
|
|
1561
|
Goldstein Advisors
Madison,
Wisconsin
|
–
|
-$220K
|
-2,072
|
Closed
|
|
|
1562
|
Canopy Partners
Cincinnati,
Ohio
|
–
|
-$219K
|
-2,061
|
Closed
|
|
|
1563
|
Pacific Sage Partners
Edmonds,
Washington
|
–
|
-$218K
|
-2,053
|
Closed
|
|
|
1564
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
–
|
-$218K
|
-2,050
|
Closed
|
|
|
1565
|
Trilogy Capital
Irvine,
California
|
–
|
-$216K
|
-2,030
|
Closed
|
|
|
1566
|
National Wealth Management Group
Cincinnati,
Ohio
|
–
|
-$215K
|
-2,020
|
Closed
|
|
|
1567
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
–
|
-$215K
|
-2,020
|
Closed
|
|
|
1568
|
Chevy Chase Trust
Bethesda,
Maryland
|
–
|
-$213K
|
-2,005
|
Closed
|
|
|
1569
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
–
|
-$213K
|
-2,000
|
Closed
|
|
|
1570
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
–
|
-$213K
|
-2,000
|
Closed
|
|
|
1571
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
–
|
-$213K
|
-2,000
|
Closed
|
|
|
1572
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
–
|
-$213K
|
-2,000
|
Closed
|
|
|
1573
|
Challenger Wealth Management
Aliso Viejo,
California
|
–
|
-$213K
|
-2,000
|
Closed
|
|
|
1574
|
Elyxium Wealth
San Mateo,
California
|
–
|
-$213K
|
-2,000
|
Closed
|
|
|
1575
|
Montecito Bank & Trust
Santa Barbara,
California
|
–
|
-$213K
|
-2,000
|
Closed
|
|
