|
3351
|
American Investment Services
Great Barrington,
Massachusetts
|
–
|
-$219K
|
-989
|
Closed
|
|
|
3352
|
Northstar Advisory Group
Northfield,
New Jersey
|
–
|
-$219K
|
-986
|
Closed
|
|
|
3353
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
–
|
-$217K
|
-977
|
Closed
|
|
|
3354
|
Brio Consultants
San Francisco,
California
|
–
|
-$216K
|
-975
|
Closed
|
|
|
3355
|
Portland Global Advisors
Portland,
Maine
|
–
|
-$215K
|
-971
|
Closed
|
|
|
3356
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
–
|
-$214K
|
-967
|
Closed
|
|
|
3357
|
WealthOne
Albany,
New York
|
–
|
-$214K
|
-966
|
Closed
|
|
|
3358
|
Brooks Moore & Associates
Chattanooga,
Tennessee
|
–
|
-$214K
|
-963
|
Closed
|
|
|
3359
|
Beta Wealth Group
San Diego,
California
|
–
|
-$213K
|
-961
|
Closed
|
|
|
3360
|
Grace & White Inc
Ny,
New York
|
–
|
-$213K
|
-960
|
Closed
|
|
|
3361
|
Eclectic Associates
Fullerton,
California
|
–
|
-$212K
|
-958
|
Closed
|
|
|
3362
|
Prism Advisors
Studio City,
California
|
–
|
-$212K
|
-954
|
Closed
|
|
|
3363
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
–
|
-$212K
|
-954
|
Closed
|
|
|
3364
|
Yorktown Management & Research Company
Forest,
Virginia
|
–
|
-$211K
|
-950
|
Closed
|
|
|
3365
|
Landaas & Company
Milwaukee,
Wisconsin
|
–
|
-$205K
|
-946
|
Closed
|
|
|
3366
|
White Pine Investment Company
Livonia,
Michigan
|
–
|
-$210K
|
-945
|
Closed
|
|
|
3367
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
–
|
-$209K
|
-944
|
Closed
|
|
|
3368
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
–
|
-$208K
|
-939
|
Closed
|
|
|
3369
|
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
–
|
-$208K
|
-937
|
Closed
|
|
|
3370
|
4J Wealth Management
Alexandria,
Virginia
|
–
|
-$208K
|
-936
|
Closed
|
|
|
3371
|
Custos Family Office
Austin,
Texas
|
–
|
-$206K
|
-928
|
Closed
|
|
|
3372
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
–
|
-$204K
|
-919
|
Closed
|
|
|
3373
|
First Farmers & Merchants Bank Trust
Columbia,
Tennessee
|
–
|
-$203K
|
-914
|
Closed
|
|
|
3374
|
Donor Advised Charitable Giving
San Francisco,
California
|
–
|
-$202K
|
-910
|
Closed
|
|
|
3375
|
Members Trust
Tampa,
Florida
|
–
|
-$201K
|
-905
|
Closed
|
|
