|
1101
|
Cannon Financial Strategists
Athens,
Georgia
|
–
|
-$234K
|
-3,336
|
Closed
|
|
|
1102
|
Annex Advisory Services
Brookfield,
Wisconsin
|
–
|
-$234K
|
-3,335
|
Closed
|
|
|
1103
|
Cadence Bank NA
Houston,
Texas
|
–
|
-$233K
|
-3,322
|
Closed
|
|
|
1104
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
–
|
-$233K
|
-3,313
|
Closed
|
|
|
1105
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
–
|
-$225K
|
-3,201
|
Closed
|
|
|
1106
|
Patron Partners
Houston,
Texas
|
–
|
-$225K
|
-3,200
|
Closed
|
|
|
1107
|
F/M Investments
Washington,
District of Columbia
|
–
|
-$234K
|
-3,181
|
Closed
|
|
|
1108
|
WESPAC Advisors
Orinda,
California
|
–
|
-$215K
|
-3,056
|
Closed
|
|
|
1109
|
Trivium Point Advisory
Westport,
Connecticut
|
–
|
-$216K
|
-3,021
|
Closed
|
|
|
1110
|
LVM Capital Management
Portage,
Michigan
|
–
|
-$212K
|
-3,017
|
Closed
|
|
|
1111
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
–
|
-$211K
|
-3,000
|
Closed
|
|
|
1112
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
–
|
-$211K
|
-3,000
|
Closed
|
|
|
1113
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
–
|
-$207K
|
-2,950
|
Closed
|
|
|
1114
|
RegentAtlantic Capital
Morristown,
New Jersey
|
–
|
-$207K
|
-2,943
|
Closed
|
|
|
1115
|
Veritable
Wilmington,
Delaware
|
–
|
-$207K
|
-2,943
|
Closed
|
|
|
1116
|
Silicon Hills Wealth Management
Austin,
Texas
|
–
|
-$206K
|
-2,940
|
Closed
|
|
|
1117
|
Glenview Trust
Louisville,
Kentucky
|
–
|
-$205K
|
-2,925
|
Closed
|
|
|
1118
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$204K
|
-2,903
|
Closed
|
|
|
1119
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
–
|
-$201K
|
-2,858
|
Closed
|
|
|
1120
|
Arkfeld Wealth Strategies
Omaha,
Nebraska
|
–
|
-$202K
|
-2,821
|
Closed
|
|
|
1121
|
MTM Investment Management
Spartanburg,
South Carolina
|
–
|
-$196K
|
-2,764
|
Closed
|
|
|
1122
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$172K
|
-2,444
|
Closed
|
|
|
1123
|
Zions Bancorporation
Salt Lake City,
Utah
|
–
|
-$162K
|
-2,305
|
Closed
|
|
|
1124
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$138K
|
-1,961
|
Closed
|
|
|
1125
|
Better Money Decisions
Santa Fe,
New Mexico
|
–
|
-$105K
|
-1,497
|
Closed
|
|
