|
1801
|
Holistic Financial Partners
Indianapolis,
Indiana
|
–
|
-$367K
|
-3,093
|
Closed
|
|
|
1802
|
One68 Global Capital
New York
|
–
|
-$356K
|
-3,000
|
Closed
|
|
|
1803
|
Fulton Bank
Lancaster,
Pennsylvania
|
–
|
-$336K
|
-2,836
|
Closed
|
|
|
1804
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$336K
|
-2,832
|
Closed
|
|
|
1805
|
William Blair Investment Management
Chicago,
Illinois
|
–
|
-$332K
|
-2,795
|
Closed
|
|
|
1806
|
Granite Investment Partners
El Segundo,
California
|
–
|
-$327K
|
-2,753
|
Closed
|
|
|
1807
|
TCFG Investment Advisors
Laguna Niguel,
California
|
–
|
-$295K
|
-2,485
|
Closed
|
|
|
1808
|
Granite Group Advisors
Stamford,
Connecticut
|
–
|
-$284K
|
-2,424
|
Closed
|
|
|
1809
|
Greystone Financial Group
Bloomfield Hills,
Michigan
|
–
|
-$281K
|
-2,371
|
Closed
|
|
|
1810
|
GFS Advisors
Houston,
Texas
|
–
|
-$274K
|
-2,313
|
Closed
|
|
|
1811
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
–
|
-$273K
|
-2,304
|
Closed
|
|
|
1812
|
Legato Capital Management
San Francisco,
California
|
–
|
-$269K
|
-2,264
|
Closed
|
|
|
1813
|
Mendel Money Management
Northbrook,
Illinois
|
–
|
-$261K
|
-2,200
|
Closed
|
|
|
1814
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
–
|
-$257K
|
-2,165
|
Closed
|
|
|
1815
|
Flaharty Asset Management
Clearwater,
Florida
|
–
|
-$254K
|
-2,145
|
Closed
|
|
|
1816
|
Athena Wealth Management
Reno,
Nevada
|
–
|
-$254K
|
-2,144
|
Closed
|
|
|
1817
|
Summa Corp
Tomball,
Texas
|
–
|
-$243K
|
-2,051
|
Closed
|
|
|
1818
|
Affinity Capital Advisors
Berkeley,
California
|
–
|
-$241K
|
-2,035
|
Closed
|
|
|
1819
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
–
|
-$232K
|
-1,955
|
Closed
|
|
|
1820
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
–
|
-$231K
|
-1,950
|
Closed
|
|
|
1821
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
–
|
-$224K
|
-1,885
|
Closed
|
|
|
1822
|
Riversedge Advisors
Wilmington,
Delaware
|
–
|
-$220K
|
-1,857
|
Closed
|
|
|
1823
|
Phoenix Financial
Givatayim,
Israel
|
–
|
-$219K
|
-1,850
|
Closed
|
|
|
1824
|
Zinnia Wealth Advisory
Ocala,
Florida
|
–
|
-$219K
|
-1,850
|
Closed
|
|
|
1825
|
Dala Group
Hoffman Estates,
Illinois
|
–
|
-$233K
|
-1,832
|
Closed
|
|
