|
1026
|
Sand Hill Global Advisors
Palo Alto,
California
|
–
|
-$1.9M
|
-6,691
|
Closed
|
|
|
1027
|
Berkshire Money Management
Dalton,
Massachusetts
|
–
|
-$1.76M
|
-6,200
|
Closed
|
|
|
1028
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
–
|
-$1.48M
|
-5,206
|
Closed
|
|
|
1029
|
Custos Family Office
Austin,
Texas
|
–
|
-$1.32M
|
-4,635
|
Closed
|
|
|
1030
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$1.03M
|
-3,636
|
Closed
|
|
|
1031
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
–
|
-$946K
|
-3,287
|
Closed
|
|
|
1032
|
Avalon Capital Management
Port Of Redwood City,
California
|
–
|
-$790K
|
-2,779
|
Closed
|
|
|
1033
|
Prossimo Advisors
San Luis Obispo,
California
|
–
|
-$759K
|
-2,670
|
Closed
|
|
|
1034
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$461K
|
-1,622
|
Closed
|
|
|
1035
|
Von Berge Wealth Management Group
San Diego,
California
|
–
|
-$428K
|
-1,489
|
Closed
|
|
|
1036
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$388K
|
-1,363
|
Closed
|
|
|
1037
|
HSBC Holdings
London,
United Kingdom
|
–
|
-$385K
|
-1,355
|
Closed
|
|
|
1038
|
Bristlecone Advisors
Bellevue,
Washington
|
–
|
-$313K
|
-1,100
|
Closed
|
|
|
1039
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$303K
|
-1,064
|
Closed
|
|
|
1040
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$262K
|
-922
|
Closed
|
|
|
1041
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$250K
|
-878
|
Closed
|
|
|
1042
|
Choate Investment Advisors
Boston,
Massachusetts
|
–
|
-$247K
|
-870
|
Closed
|
|
|
1043
|
L2 Asset Management
Wayland,
Massachusetts
|
–
|
-$240K
|
-845
|
Closed
|
|
|
1044
|
Elevatus Welath Management
Victor,
New York
|
–
|
-$238K
|
-838
|
Closed
|
|
|
1045
|
HBW Advisory Services
Simi Valley,
California
|
–
|
-$225K
|
-790
|
Closed
|
|
|
1046
|
Garrison Point Advisors
Walnut Creek,
California
|
–
|
-$206K
|
-725
|
Closed
|
|
|
1047
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
–
|
-$204K
|
-717
|
Closed
|
|
|
1048
|
Cooper Financial Group
Irvine,
California
|
–
|
-$202K
|
-712
|
Closed
|
|
|
1049
|
Olistico Wealth
Tulsa,
Oklahoma
|
–
|
-$135K
|
-475
|
Closed
|
|
|
1050
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
–
|
-$100K
|
-352
|
Closed
|
|
