|
2051
|
CastleKeep Investment Advisors
Westport,
Connecticut
|
–
|
-$262K
|
-2,776
|
Closed
|
|
|
2052
|
Cambient Family Office
Ada,
Michigan
|
–
|
-$255K
|
-2,704
|
Closed
|
|
|
2053
|
Opal Capital
Boca Raton,
Florida
|
–
|
-$239K
|
-2,536
|
Closed
|
|
|
2054
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
–
|
-$238K
|
-2,520
|
Closed
|
|
|
2055
|
Channel Wealth
Santa Barbara,
California
|
–
|
-$237K
|
-2,512
|
Closed
|
|
|
2056
|
Optimist Retirement Group
Bellevue,
Washington
|
–
|
-$232K
|
-2,456
|
Closed
|
|
|
2057
|
Alesco Advisors
Pittsford,
New York
|
–
|
-$231K
|
-2,448
|
Closed
|
|
|
2058
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
–
|
-$230K
|
-2,440
|
Closed
|
|
|
2059
|
Independence Financial Advisors
Franklin,
New Hampshire
|
–
|
-$223K
|
-2,368
|
Closed
|
|
|
2060
|
Cadinha & Co
Honolulu,
Hawaii
|
–
|
-$215K
|
-2,280
|
Closed
|
|
|
2061
|
Greenline Wealth Management
Boca Raton,
Florida
|
–
|
-$215K
|
-2,280
|
Closed
|
|
|
2062
|
Emprise Bank
Wichita,
Kansas
|
–
|
-$214K
|
-2,272
|
Closed
|
|
|
2063
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
–
|
-$214K
|
-2,272
|
Closed
|
|
|
2064
|
Tyche Wealth Partners
Plano,
Texas
|
–
|
-$214K
|
-2,272
|
Closed
|
|
|
2065
|
Philip James Wealth Mangement
Milton,
Georgia
|
–
|
-$213K
|
-2,264
|
Closed
|
|
|
2066
|
Claris Financial
Glen Allen,
Virginia
|
–
|
-$212K
|
-2,256
|
Closed
|
|
|
2067
|
Bath Savings Trust
Bath,
Maine
|
–
|
-$212K
|
-2,248
|
Closed
|
|
|
2068
|
Members Trust
Tampa,
Florida
|
–
|
-$212K
|
-2,248
|
Closed
|
|
|
2069
|
Trillium Asset Management
Boston,
Massachusetts
|
–
|
-$212K
|
-2,248
|
Closed
|
|
|
2070
|
Oak Asset Management
Westlake Village,
California
|
–
|
-$211K
|
-2,240
|
Closed
|
|
|
2071
|
Strategic Planning Inc
Columbus,
Ohio
|
–
|
-$210K
|
-2,232
|
Closed
|
|
|
2072
|
Consolidated Planning Corp
Atlanta,
Georgia
|
–
|
-$210K
|
-2,224
|
Closed
|
|
|
2073
|
Samalin Investment Counsel
Chappaqua,
New York
|
–
|
-$209K
|
-2,224
|
Closed
|
|
|
2074
|
Shuttleworth & Co
Powell,
Ohio
|
–
|
-$210K
|
-2,224
|
Closed
|
|
|
2075
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
–
|
-$208K
|
-2,208
|
Closed
|
|
