|
1501
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$224K
|
-5,200
|
Closed
|
|
|
1502
|
SC&H Financial Advisors
Sparks,
Maryland
|
–
|
-$223K
|
-5,183
|
Closed
|
|
|
1503
|
HC Advisors
Sandy Springs,
Georgia
|
–
|
-$223K
|
-5,174
|
Closed
|
|
|
1504
|
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
|
–
|
-$222K
|
-5,154
|
Closed
|
|
|
1505
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$236K
|
-5,129
|
Closed
|
|
|
1506
|
Acorn Financial Advisory Services
Reston,
Virginia
|
–
|
-$220K
|
-5,117
|
Closed
|
|
|
1507
|
HighTower Trust
Houston,
Texas
|
–
|
-$218K
|
-5,115
|
Closed
|
|
|
1508
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
–
|
-$218K
|
-5,055
|
Closed
|
|
|
1509
|
CFO4Life Group
Coppell,
Texas
|
–
|
-$216K
|
-5,024
|
Closed
|
|
|
1510
|
Tocqueville Asset Management
New York
|
–
|
-$215K
|
-4,994
|
Closed
|
|
|
1511
|
Hamilton Capital
Columbus,
Ohio
|
–
|
-$214K
|
-4,963
|
Closed
|
|
|
1512
|
InceptionR
Lafayette,
California
|
–
|
-$213K
|
-4,957
|
Closed
|
|
|
1513
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$211K
|
-4,914
|
Closed
|
|
|
1514
|
First Foundation Advisors
Irvine,
California
|
–
|
-$210K
|
-4,885
|
Closed
|
|
|
1515
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
–
|
-$210K
|
-4,880
|
Closed
|
|
|
1516
|
Next Level Private
Harrison,
New York
|
–
|
-$223K
|
-4,868
|
Closed
|
|
|
1517
|
Drive Wealth Management
Lehi,
Utah
|
–
|
-$207K
|
-4,812
|
Closed
|
|
|
1518
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
–
|
-$206K
|
-4,798
|
Closed
|
|
|
1519
|
Insight Advisors
Newtown,
Pennsylvania
|
–
|
-$208K
|
-4,776
|
Closed
|
|
|
1520
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$204K
|
-4,736
|
Closed
|
|
|
1521
|
Joule Financial
Lexington,
Kentucky
|
–
|
-$203K
|
-4,729
|
Closed
|
|
|
1522
|
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
|
–
|
-$203K
|
-4,728
|
Closed
|
|
|
1523
|
Principle Wealth Partners
Madison,
Connecticut
|
–
|
-$203K
|
-4,721
|
Closed
|
|
|
1524
|
Nations Financial Group
Cedar Rapids,
Iowa
|
–
|
-$203K
|
-4,717
|
Closed
|
|
|
1525
|
Alaethes Wealth
Glenbrook,
Nevada
|
–
|
-$202K
|
-4,700
|
Closed
|
|
