|
826
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
–
|
-$321K
|
-3,667
|
Closed
|
|
|
827
|
|
–
|
-$311K
|
-3,555
|
Closed
|
|
|
828
|
|
–
|
-$287K
|
-3,281
|
Closed
|
|
|
829
|
Welch & Forbes
Boston,
Massachusetts
|
–
|
-$252K
|
-2,880
|
Closed
|
|
|
830
|
Patton Fund Management
Dallas,
Texas
|
–
|
-$245K
|
-2,803
|
Closed
|
|
|
831
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
–
|
-$239K
|
-2,729
|
Closed
|
|
|
832
|
Scientech Research LLC
Jersey City,
New Jersey
|
–
|
-$236K
|
-2,700
|
Closed
|
|
|
833
|
Vontobel Holding
Zurich,
Switzerland
|
–
|
-$231K
|
-2,633
|
Closed
|
|
|
834
|
Choreo LLC
Rockford,
Illinois
|
–
|
-$221K
|
-2,520
|
Closed
|
|
|
835
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$219K
|
-2,500
|
Closed
|
|
|
836
|
WESPAC Advisors
Orinda,
California
|
–
|
-$214K
|
-2,439
|
Closed
|
|
|
837
|
|
–
|
-$209K
|
-2,390
|
Closed
|
|
|
838
|
Crossmark Global Holdings
Houston,
Texas
|
–
|
-$209K
|
-2,382
|
Closed
|
|
|
839
|
Corecam Pte Ltd
Singapore,
|
–
|
-$208K
|
-2,379
|
Closed
|
|
|
840
|
Wick Capital Partners
Wayne,
Pennsylvania
|
–
|
-$205K
|
-2,339
|
Closed
|
|
|
841
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
–
|
-$201K
|
-2,290
|
Closed
|
|
|
842
|
Root Financial Partners
Encinitas,
California
|
–
|
-$130K
|
-1,488
|
Closed
|
|
|
843
|
NKCFO LLC
Geneva,
Illinois
|
–
|
-$100K
|
-1,145
|
Closed
|
|
|
844
|
Morse Asset Management
Darien,
Connecticut
|
–
|
-$35K
|
-400
|
Closed
|
|
|
845
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
–
|
-$22K
|
-251
|
Closed
|
|
|
846
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
–
|
-$21.4K
|
-244
|
Closed
|
|
|
847
|
Addison Advisors
Middlebury,
Vermont
|
–
|
-$20.7K
|
-236
|
Closed
|
|
|
848
|
Harbor Capital Advisors
Chicago,
Illinois
|
–
|
-$20K
|
-233
|
Closed
|
|
|
849
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$17.1K
|
-195
|
Closed
|
|
|
850
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$12.2K
|
-139
|
Closed
|
|
