|
2051
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
–
|
-$420K
|
-4,504
|
Closed
|
|
|
2052
|
Elevation Capital Advisory
Bend,
Oregon
|
–
|
-$412K
|
-4,416
|
Closed
|
|
|
2053
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
–
|
-$392K
|
-4,200
|
Closed
|
|
|
2054
|
Legacy Private Trust
Neenah,
Wisconsin
|
–
|
-$385K
|
-4,120
|
Closed
|
|
|
2055
|
Plum Street Advisors
New Orleans,
Louisiana
|
–
|
-$370K
|
-3,968
|
Closed
|
|
|
2056
|
Trinity Financial Advisors
Columbus,
Ohio
|
–
|
-$364K
|
-3,896
|
Closed
|
|
|
2057
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$358K
|
-3,840
|
Closed
|
|
|
2058
|
Brueske Advisory Services
Bellevue,
Washington
|
–
|
-$345K
|
-3,696
|
Closed
|
|
|
2059
|
Tableaux
Stockbridge,
Massachusetts
|
–
|
-$343K
|
-3,680
|
Closed
|
|
|
2060
|
Howland Capital Management
Boston,
Massachusetts
|
–
|
-$332K
|
-3,552
|
Closed
|
|
|
2061
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
–
|
-$318K
|
-3,416
|
Closed
|
|
|
2062
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
–
|
-$298K
|
-3,192
|
Closed
|
|
|
2063
|
Minot DeBlois Advisors
Boston,
Massachusetts
|
–
|
-$295K
|
-3,160
|
Closed
|
|
|
2064
|
Forefront Wealth Partners
Austin,
Texas
|
–
|
-$293K
|
-3,144
|
Closed
|
|
|
2065
|
Kestra Investment Management
Austin,
Texas
|
–
|
-$270K
|
-2,896
|
Closed
|
|
|
2066
|
TownSquare Capital
Provo,
Utah
|
–
|
-$266K
|
-2,848
|
Closed
|
|
|
2067
|
WFA of San Diego
San Diego,
California
|
–
|
-$255K
|
-2,728
|
Closed
|
|
|
2068
|
J. Hagan Capital
Louisville,
Kentucky
|
–
|
-$245K
|
-2,624
|
Closed
|
|
|
2069
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$230K
|
-2,464
|
Closed
|
|
|
2070
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
–
|
-$229K
|
-2,456
|
Closed
|
|
|
2071
|
Yukon Wealth Management
Overland Park,
Kansas
|
–
|
-$224K
|
-2,400
|
Closed
|
|
|
2072
|
DDD Partners
Bellevue,
Washington
|
–
|
-$223K
|
-2,392
|
Closed
|
|
|
2073
|
New Century Financial Group
Princeton,
New Jersey
|
–
|
-$203K
|
-2,176
|
Closed
|
|
|
2074
|
Resonant Capital Advisors
Madison,
Wisconsin
|
–
|
-$202K
|
-2,160
|
Closed
|
|
|
2075
|
Aquire Wealth Advisors
South Jordan,
Utah
|
–
|
-$200K
|
-2,144
|
Closed
|
|
