|
526
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$573K
|
-13,569
|
Closed
|
|
|
527
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
–
|
-$538K
|
-12,732
|
Closed
|
|
|
528
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
–
|
-$535K
|
-12,691
|
Closed
|
|
|
529
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
–
|
-$528K
|
-12,503
|
Closed
|
|
|
530
|
Coastline Trust
Providence,
Rhode Island
|
–
|
-$515K
|
-12,195
|
Closed
|
|
|
531
|
Quaker Wealth Management
Moorestown,
New Jersey
|
–
|
-$437K
|
-10,354
|
Closed
|
|
|
532
|
PFG Advisors
Phoenix,
Arizona
|
–
|
-$407K
|
-9,640
|
Closed
|
|
|
533
|
Perennial Investment Advisors
Los Angeles,
California
|
–
|
-$303K
|
-7,176
|
Closed
|
|
|
534
|
Quotient Wealth Partners
Dallas,
Texas
|
–
|
-$301K
|
-7,127
|
Closed
|
|
|
535
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$277K
|
-6,557
|
Closed
|
|
|
536
|
Westwood Holdings Group
Dallas,
Texas
|
–
|
-$272K
|
-6,444
|
Closed
|
|
|
537
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$264K
|
-6,245
|
Closed
|
|
|
538
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
–
|
-$254K
|
-6,005
|
Closed
|
|
|
539
|
Marcum Wealth
Cleveland,
Ohio
|
–
|
-$253K
|
-5,988
|
Closed
|
|
|
540
|
Verus Capital Partners
Scottsdale,
Arizona
|
–
|
-$238K
|
-5,633
|
Closed
|
|
|
541
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$237K
|
-5,609
|
Closed
|
|
|
542
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$211K
|
-4,988
|
Closed
|
|
|
543
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
–
|
-$203K
|
-4,811
|
Closed
|
|
|
544
|
Angeles Wealth Management
Santa Monica,
California
|
–
|
-$90.8K
|
-2,151
|
Closed
|
|
|
545
|
SouthState Corp
Winter Haven,
Florida
|
–
|
-$41.6K
|
-985
|
Closed
|
|
|
546
|
Raleigh Capital Management
Cary,
North Carolina
|
–
|
-$36.7K
|
-870
|
Closed
|
|
|
547
|
Elevation Wealth Partners
Santa Rosa,
California
|
–
|
-$26.3K
|
-642
|
Closed
|
|
|
548
|
Tradition Wealth Management
Edina,
Minnesota
|
–
|
-$18K
|
-417
|
Closed
|
|
|
549
|
Able Wealth Management
Toms River,
New Jersey
|
–
|
-$12.4K
|
-293
|
Closed
|
|
|
550
|
First Financial Corp
Terre Haute,
Indiana
|
–
|
-$8.61K
|
-204
|
Closed
|
|
