|
1701
|
Planning Directions
Glen Mills,
Pennsylvania
|
–
|
-$263K
|
-752
|
Closed
|
|
|
1702
|
Austin Private Wealth
Austin,
Texas
|
–
|
-$250K
|
-717
|
Closed
|
|
|
1703
|
Papamarkou Wellner Asset Management
New York
|
–
|
-$236K
|
-675
|
Closed
|
|
|
1704
|
Catalina Capital Group
Torrance,
California
|
–
|
-$233K
|
-668
|
Closed
|
|
|
1705
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
–
|
-$233K
|
-667
|
Closed
|
|
|
1706
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$232K
|
-664
|
Closed
|
|
|
1707
|
Mane Global Capital Management
New York
|
–
|
-$223K
|
-638
|
Closed
|
|
|
1708
|
HeadInvest LLC
Portland,
Maine
|
–
|
-$220K
|
-629
|
Closed
|
|
|
1709
|
Inscription Capital
Houston,
Texas
|
–
|
-$216K
|
-621
|
Closed
|
|
|
1710
|
First National Trust
Hermitage,
Pennsylvania
|
–
|
-$211K
|
-603
|
Closed
|
|
|
1711
|
Sivia Capital Partners
Mill Valley,
California
|
–
|
-$209K
|
-599
|
Closed
|
|
|
1712
|
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
–
|
-$205K
|
-588
|
Closed
|
|
|
1713
|
|
–
|
-$205K
|
-587
|
Closed
|
|
|
1714
|
KPP Advisory Services
Louisville,
Kentucky
|
–
|
-$200K
|
-573
|
Closed
|
|
|
1715
|
Hexagon Capital Partners
Rogers,
Arkansas
|
–
|
-$160K
|
-459
|
Closed
|
|
|
1716
|
Richards, Merrill & Peterson
Spokane,
Washington
|
–
|
-$138K
|
-394
|
Closed
|
|
|
1717
|
Riverview Trust Company
Vancouver,
Washington
|
–
|
-$120K
|
-344
|
Closed
|
|
|
1718
|
Washington Trust
Westerly,
Rhode Island
|
–
|
-$110K
|
-316
|
Closed
|
|
|
1719
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$90.5K
|
-259
|
Closed
|
|
|
1720
|
Group One Trading
Chicago,
Illinois
|
–
|
-$86.6K
|
-250
|
Closed
|
|
|
1721
|
Wayfinding Financial
Lynnwood,
Washington
|
–
|
-$80K
|
-230
|
Closed
|
|
|
1722
|
HWG Holdings
Houston,
Texas
|
–
|
-$45.7K
|
-131
|
Closed
|
|
|
1723
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$42.3K
|
-121
|
Closed
|
|
|
1724
|
Union Savings Bank
Litchfield,
Connecticut
|
–
|
-$41.2K
|
-118
|
Closed
|
|
|
1725
|
Kestra Investment Management
Austin,
Texas
|
–
|
-$37K
|
-106
|
Closed
|
|
