|
1401
|
LeClair Wealth Partners
Dublin,
Ohio
|
–
|
-$380K
|
-4,598
|
Closed
|
|
|
1402
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
–
|
-$359K
|
-4,337
|
Closed
|
|
|
1403
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$343K
|
-4,146
|
Closed
|
|
|
1404
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$326K
|
-3,935
|
Closed
|
|
|
1405
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
–
|
-$326K
|
-3,935
|
Closed
|
|
|
1406
|
Chapin Davis
Baltimore,
Maryland
|
–
|
-$318K
|
-3,839
|
Closed
|
|
|
1407
|
True North Advisors
Dallas,
Texas
|
–
|
-$296K
|
-3,572
|
Closed
|
|
|
1408
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
–
|
-$295K
|
-3,564
|
Closed
|
|
|
1409
|
Members Trust
Tampa,
Florida
|
–
|
-$288K
|
-3,485
|
Closed
|
|
|
1410
|
Nilsine Partners
Greenwood Village,
Colorado
|
–
|
-$285K
|
-3,436
|
Closed
|
|
|
1411
|
Brookwood Investment Group
Phoenix,
Arizona
|
–
|
-$264K
|
-3,187
|
Closed
|
|
|
1412
|
Saxony Capital Management
St. Louis,
Missouri
|
–
|
-$262K
|
-3,167
|
Closed
|
|
|
1413
|
Andina Capital Management
Lehi,
Utah
|
–
|
-$248K
|
-3,001
|
Closed
|
|
|
1414
|
Atomi Financial Group
New York
|
–
|
-$247K
|
-2,979
|
Closed
|
|
|
1415
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
–
|
-$244K
|
-2,952
|
Closed
|
|
|
1416
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$245K
|
-2,944
|
Closed
|
|
|
1417
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
–
|
-$239K
|
-2,893
|
Closed
|
|
|
1418
|
Ninety One North America
New York
|
–
|
-$238K
|
-2,880
|
Closed
|
|
|
1419
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$227K
|
-2,749
|
Closed
|
|
|
1420
|
Acorn Financial Advisory Services
Reston,
Virginia
|
–
|
-$226K
|
-2,732
|
Closed
|
|
|
1421
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
–
|
-$220K
|
-2,662
|
Closed
|
|
|
1422
|
Capital Asset Management
Denver,
Colorado
|
–
|
-$220K
|
-2,657
|
Closed
|
|
|
1423
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$219K
|
-2,647
|
Closed
|
|
|
1424
|
Willis Johnson & Associates
Houston,
Texas
|
–
|
-$210K
|
-2,541
|
Closed
|
|
|
1425
|
Golden Reserve Retirement
Dublin,
Ohio
|
–
|
-$208K
|
-2,514
|
Closed
|
|
