|
1001
|
KMG Fiduciary Partners
Toledo,
Ohio
|
–
|
-$228K
|
-943
|
Closed
|
|
|
1002
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
–
|
-$227K
|
-936
|
Closed
|
|
|
1003
|
Insight Wealth Strategies
San Ramon,
California
|
–
|
-$226K
|
-932
|
Closed
|
|
|
1004
|
Mount Yale Investment Advisors
Denver,
Colorado
|
–
|
-$225K
|
-931
|
Closed
|
|
|
1005
|
Burney Company
Reston,
Virginia
|
–
|
-$223K
|
-920
|
Closed
|
|
|
1006
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
–
|
-$218K
|
-900
|
Closed
|
|
|
1007
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
–
|
-$217K
|
-898
|
Closed
|
|
|
1008
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
–
|
-$216K
|
-891
|
Closed
|
|
|
1009
|
Roehl & Yi Investment Advisors
Eugene,
Oregon
|
–
|
-$213K
|
-879
|
Closed
|
|
|
1010
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
–
|
-$212K
|
-875
|
Closed
|
|
|
1011
|
|
–
|
-$211K
|
-873
|
Closed
|
|
|
1012
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
–
|
-$208K
|
-857
|
Closed
|
|
|
1013
|
Astoria Portfolio Advisors
New York
|
–
|
-$209K
|
-852
|
Closed
|
|
|
1014
|
Black Point Wealth Management
Naples,
Florida
|
–
|
-$206K
|
-850
|
Closed
|
|
|
1015
|
Empower Advisory Group
Greenwood Village,
Colorado
|
–
|
-$204K
|
-842
|
Closed
|
|
|
1016
|
Blue Fin Capital
Warren,
Rhode Island
|
–
|
-$201K
|
-831
|
Closed
|
|
|
1017
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$200K
|
-827
|
Closed
|
|
|
1018
|
Modus Advisors
Excelsior,
Minnesota
|
–
|
-$160K
|
-660
|
Closed
|
|
|
1019
|
Ramirez Asset Management
New York
|
–
|
-$145K
|
-600
|
Closed
|
|
|
1020
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$138K
|
-569
|
Closed
|
|
|
1021
|
|
–
|
-$111K
|
-460
|
Closed
|
|
|
1022
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$96.9K
|
-400
|
Closed
|
|
|
1023
|
Castleview Partners
Dallas,
Texas
|
–
|
-$54.1K
|
-221
|
Closed
|
|
|
1024
|
Eagle Bay Advisors
New York
|
–
|
-$47.6K
|
-197
|
Closed
|
|
|
1025
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$44.7K
|
-182
|
Closed
|
|
