|
1526
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$289K
|
-3,628
|
Closed
|
|
|
1527
|
Compass Capital Corp
Braintree,
Massachusetts
|
–
|
-$284K
|
-3,547
|
Closed
|
|
|
1528
|
Endeavor Private Wealth
Topeka,
Kansas
|
–
|
-$280K
|
-3,517
|
Closed
|
|
|
1529
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
–
|
-$278K
|
-3,490
|
Closed
|
|
|
1530
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
–
|
-$259K
|
-3,252
|
Closed
|
|
|
1531
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
–
|
-$255K
|
-3,193
|
Closed
|
|
|
1532
|
Triad Wealth Partners
Lawrence,
Kansas
|
–
|
-$246K
|
-3,082
|
Closed
|
|
|
1533
|
Tarbox Family Office
Newport Beach,
California
|
–
|
-$237K
|
-2,973
|
Closed
|
|
|
1534
|
Legacy Capital Group California
Los Gatos,
California
|
–
|
-$231K
|
-2,898
|
Closed
|
|
|
1535
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
–
|
-$229K
|
-2,872
|
Closed
|
|
|
1536
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$227K
|
-2,846
|
Closed
|
|
|
1537
|
Capital Advantage
Walnut Creek,
California
|
–
|
-$225K
|
-2,823
|
Closed
|
|
|
1538
|
Donaldson Capital Management
Evansville,
Indiana
|
–
|
-$222K
|
-2,788
|
Closed
|
|
|
1539
|
David Kennon
Sarasota,
Florida
|
–
|
-$222K
|
-2,785
|
Closed
|
|
|
1540
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
–
|
-$221K
|
-2,766
|
Closed
|
|
|
1541
|
Verisail Partners
Chamblee,
Georgia
|
–
|
-$205K
|
-2,566
|
Closed
|
|
|
1542
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
–
|
-$203K
|
-2,543
|
Closed
|
|
|
1543
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
–
|
-$212K
|
-2,527
|
Closed
|
|
|
1544
|
Family CFO
Los Altos,
California
|
–
|
-$170K
|
-2,134
|
Closed
|
|
|
1545
|
Garton & Associates Financial Advisors
Louisville,
Kentucky
|
–
|
-$124K
|
-1,551
|
Closed
|
|
|
1546
|
Mendota Financial Group
Madison,
Wisconsin
|
–
|
-$105K
|
-1,317
|
Closed
|
|
|
1547
|
S.A. Mason
Holland,
Michigan
|
–
|
-$102K
|
-1,285
|
Closed
|
|
|
1548
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
–
|
-$101K
|
-1,261
|
Closed
|
|
|
1549
|
IFC & Insurance Marketing
Auburn,
California
|
–
|
-$94K
|
-1,181
|
Closed
|
|
|
1550
|
Winnow Wealth
Waco,
Texas
|
–
|
-$66.8K
|
-835
|
Closed
|
|
