|
726
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
–
|
-$304K
|
-2,903
|
Closed
|
|
|
727
|
Excalibur Management
Waltham,
Massachusetts
|
–
|
-$298K
|
-2,851
|
Closed
|
|
|
728
|
Hollencrest Capital Management
Newport Beach,
California
|
–
|
-$280K
|
-2,681
|
Closed
|
|
|
729
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$268K
|
-2,563
|
Closed
|
|
|
730
|
Wealthfront Advisers
Palo Alto,
California
|
–
|
-$258K
|
-2,462
|
Closed
|
|
|
731
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
–
|
-$239K
|
-2,282
|
Closed
|
|
|
732
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$232K
|
-2,214
|
Closed
|
|
|
733
|
Objective Capital Management
Pepper Pike,
Ohio
|
–
|
-$230K
|
-2,199
|
Closed
|
|
|
734
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
–
|
-$222K
|
-2,120
|
Closed
|
|
|
735
|
Financial Insights
Tacoma,
Washington
|
–
|
-$217K
|
-2,074
|
Closed
|
|
|
736
|
Legacy Wealth Planning
Reno,
Nevada
|
–
|
-$202K
|
-1,935
|
Closed
|
|
|
737
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$201K
|
-1,923
|
Closed
|
|
|
738
|
Peninsula Wealth
San Francisco,
California
|
–
|
-$201K
|
-1,922
|
Closed
|
|
|
739
|
Penserra Capital Management
Orinda,
California
|
–
|
-$197K
|
-1,890
|
Closed
|
|
|
740
|
Tucker Asset Management
Littleton,
Colorado
|
–
|
-$95.3K
|
-911
|
Closed
|
|
|
741
|
Ancora Advisors
Cleveland,
Ohio
|
–
|
-$78K
|
-741
|
Closed
|
|
|
742
|
Rice Partnership
Honolulu,
Hawaii
|
–
|
-$73K
|
-695
|
Closed
|
|
|
743
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$68K
|
-656
|
Closed
|
|
|
744
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$66.6K
|
-637
|
Closed
|
|
|
745
|
Laurel Wealth Planning
Edina,
Minnesota
|
–
|
-$50K
|
-475
|
Closed
|
|
|
746
|
Element Wealth
Ridgeland,
Mississippi
|
–
|
-$49K
|
-468
|
Closed
|
|
|
747
|
Financial Perspectives
Minneapolis,
Minnesota
|
–
|
-$45.7K
|
-437
|
Closed
|
|
|
748
|
Abound Wealth Management
Franklin,
Tennessee
|
–
|
-$39.5K
|
-378
|
Closed
|
|
|
749
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$20K
|
-190
|
Closed
|
|
|
750
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$18K
|
-171
|
Closed
|
|
