|
1001
|
Groesbeck Investment Management
Paramus,
New Jersey
|
–
|
-$231K
|
-2,700
|
Closed
|
|
|
1002
|
Boltwood Capital Management
Walnut Creek,
California
|
–
|
-$228K
|
-2,670
|
Closed
|
|
|
1003
|
Chicago Trust
Grayslake,
Illinois
|
–
|
-$221K
|
-2,583
|
Closed
|
|
|
1004
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
–
|
-$218K
|
-2,553
|
Closed
|
|
|
1005
|
Wells Trecaso Financial Group
Akron,
Ohio
|
–
|
-$218K
|
-2,550
|
Closed
|
|
|
1006
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$214K
|
-2,503
|
Closed
|
|
|
1007
|
Crestwood Advisors Group
Boston,
Massachusetts
|
–
|
-$212K
|
-2,479
|
Closed
|
|
|
1008
|
NBT Bank
Norwich,
New York
|
–
|
-$210K
|
-2,454
|
Closed
|
|
|
1009
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$209K
|
-2,450
|
Closed
|
|
|
1010
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$209K
|
-2,444
|
Closed
|
|
|
1011
|
Camelot Portfolios
Maumee,
Ohio
|
–
|
-$209K
|
-2,442
|
Closed
|
|
|
1012
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
–
|
-$204K
|
-2,400
|
Closed
|
|
|
1013
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$126K
|
-1,483
|
Closed
|
|
|
1014
|
Curi Wealth Management
Raleigh,
North Carolina
|
–
|
-$118K
|
-1,382
|
Closed
|
|
|
1015
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$97K
|
-1,141
|
Closed
|
|
|
1016
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
–
|
-$94K
|
-1,100
|
Closed
|
|
|
1017
|
B, B, H, & B Inc
Birmingham,
Alabama
|
–
|
-$85K
|
-1,000
|
Closed
|
|
|
1018
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$77K
|
-897
|
Closed
|
|
|
1019
|
Tru Independence Asset Management 2
Portland,
Oregon
|
–
|
-$56K
|
-655
|
Closed
|
|
|
1020
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$40K
|
-468
|
Closed
|
|
|
1021
|
Childress Capital Advisors
Houston,
Texas
|
–
|
-$36K
|
-426
|
Closed
|
|
|
1022
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$32K
|
-371
|
Closed
|
|
|
1023
|
Capstone Investment Advisors
New York
|
–
|
-$29K
|
-357
|
Closed
|
|
|
1024
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
–
|
-$22K
|
-256
|
Closed
|
|
|
1025
|
HC Financial Advisors
Lafayette,
California
|
–
|
-$21K
|
-251
|
Closed
|
|
