|
2551
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
–
|
-$559K
|
-2,592
|
Closed
|
|
|
2552
|
Vertex Planning Partners
Downers Grove,
Illinois
|
–
|
-$517K
|
-2,395
|
Closed
|
|
|
2553
|
Mach-1 Financial Group
Rogers,
Arkansas
|
–
|
-$499K
|
-2,312
|
Closed
|
|
|
2554
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
–
|
-$490K
|
-2,263
|
Closed
|
|
|
2555
|
Painted Porch Advisors
Santa Barbara,
California
|
–
|
-$484K
|
-2,244
|
Closed
|
|
|
2556
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
–
|
-$419K
|
-1,942
|
Closed
|
|
|
2557
|
BTS Asset Management
Lincoln,
Massachusetts
|
–
|
-$405K
|
-1,878
|
Closed
|
|
|
2558
|
Chokshi & Queen Wealth Advisors
San Diego,
California
|
–
|
-$395K
|
-1,832
|
Closed
|
|
|
2559
|
Golden Road Advisors
Tampa,
Florida
|
–
|
-$374K
|
-1,731
|
Closed
|
|
|
2560
|
Dixon Fnancial Services
Lafayette,
California
|
–
|
-$345K
|
-1,600
|
Closed
|
|
|
2561
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
–
|
-$338K
|
-1,565
|
Closed
|
|
|
2562
|
Capasso Planning Partners
Charleston,
South Carolina
|
–
|
-$322K
|
-1,494
|
Closed
|
|
|
2563
|
Davies Financial Advisors
Murrieta,
California
|
–
|
-$322K
|
-1,493
|
Closed
|
|
|
2564
|
Arkos Global Advisors
Houston,
Texas
|
–
|
-$317K
|
-1,471
|
Closed
|
|
|
2565
|
von Borstel & Associates
The Dalles,
Oregon
|
–
|
-$319K
|
-1,471
|
Closed
|
|
|
2566
|
Goelzer Investment Management
Carmel,
Indiana
|
–
|
-$312K
|
-1,445
|
Closed
|
|
|
2567
|
Tenon Financial
Metuchen,
New Jersey
|
–
|
-$289K
|
-1,340
|
Closed
|
|
|
2568
|
Orin Green Financial
San Diego,
California
|
–
|
-$282K
|
-1,307
|
Closed
|
|
|
2569
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$281K
|
-1,300
|
Closed
|
|
|
2570
|
First Financial Bankshares
Abilene,
Texas
|
–
|
-$270K
|
-1,250
|
Closed
|
|
|
2571
|
SK Wealth Management
Providence,
Rhode Island
|
–
|
-$257K
|
-1,187
|
Closed
|
|
|
2572
|
Waverton Investment Management
London,
United Kingdom
|
–
|
-$251K
|
-1,161
|
Closed
|
|
|
2573
|
DDD Partners
Bellevue,
Washington
|
–
|
-$245K
|
-1,137
|
Closed
|
|
|
2574
|
New Century Financial Group
Princeton,
New Jersey
|
–
|
-$235K
|
-1,090
|
Closed
|
|
|
2575
|
Boyar Asset Management
New York
|
–
|
-$223K
|
-1,034
|
Closed
|
|
