|
1001
|
Bridge Generations Wealth Management
South Miami,
Florida
|
–
|
-$188K
|
-3,144
|
Closed
|
|
|
1002
|
Cape Investment Advisory
Mcdonough,
Georgia
|
–
|
-$160K
|
-2,673
|
Closed
|
|
|
1003
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$143K
|
-2,379
|
Closed
|
|
|
1004
|
Greenline Wealth Management
Boca Raton,
Florida
|
–
|
-$137K
|
-2,280
|
Closed
|
|
|
1005
|
TCTC Holdings
Dallas,
Texas
|
–
|
-$117K
|
-1,955
|
Closed
|
|
|
1006
|
Woodside Wealth Management
Framingham,
Massachusetts
|
–
|
-$99.7K
|
-1,663
|
Closed
|
|
|
1007
|
Evelyn Partners Investment Management
London,
|
–
|
-$95.9K
|
-1,600
|
Closed
|
|
|
1008
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$63.3K
|
-1,057
|
Closed
|
|
|
1009
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
–
|
-$60.2K
|
-1,004
|
Closed
|
|
|
1010
|
Integrity Financial
Cheyenne,
Wyoming
|
–
|
-$49.1K
|
-820
|
Closed
|
|
|
1011
|
Harbor Asset Planning
Belmont,
Massachusetts
|
–
|
-$47.9K
|
-800
|
Closed
|
|
|
1012
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
–
|
-$47.6K
|
-795
|
Closed
|
|
|
1013
|
HighMark Wealth Management
St. Paul,
Minnesota
|
–
|
-$33K
|
-550
|
Closed
|
|
|
1014
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
–
|
-$25.1K
|
-419
|
Closed
|
|
|
1015
|
Wellington Group
Indianapolis,
Indiana
|
–
|
-$22.2K
|
-370
|
Closed
|
|
|
1016
|
Avalon Trust
Santa Fe,
New Mexico
|
–
|
-$21.1K
|
-352
|
Closed
|
|
|
1017
|
Delos Wealth Advisors
Dallas,
Texas
|
–
|
-$19.8K
|
-330
|
Closed
|
|
|
1018
|
Harbor Investment Advisory
Lutherville,
Maryland
|
–
|
-$13.4K
|
-223
|
Closed
|
|
|
1019
|
Fiduciary Advisors Inc
St. Louis,
Missouri
|
–
|
-$12.5K
|
-209
|
Closed
|
|
|
1020
|
Cresta Advisors
Laredo,
Texas
|
–
|
-$11.7K
|
-196
|
Closed
|
|
|
1021
|
Fairman Group
Chesterbrook,
Pennsylvania
|
–
|
-$8.33K
|
-139
|
Closed
|
|
|
1022
|
DecisionPoint Financial
Mesa,
Arizona
|
–
|
-$7.19K
|
-120
|
Closed
|
|
|
1023
|
BNP Paribas Financial Markets
Paris,
France
|
–
|
-$3.84K
|
-64
|
Closed
|
|
|
1024
|
Choate Investment Advisors
Boston,
Massachusetts
|
–
|
-$3.12K
|
-52
|
Closed
|
|
|
1025
|
SJS Investment Consulting
Sylvania,
Ohio
|
–
|
-$2.34K
|
-39
|
Closed
|
|
