|
751
|
Holderness Investments Company
Greensboro,
North Carolina
|
–
|
-$1.34M
|
-24,351
|
Closed
|
|
|
752
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
–
|
-$1.27M
|
-23,175
|
Closed
|
|
|
753
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
–
|
-$1.17M
|
-21,211
|
Closed
|
|
|
754
|
Orser Capital Management
Southlake,
Texas
|
–
|
-$1.11M
|
-20,220
|
Closed
|
|
|
755
|
Davidson Investment Advisors
Great Falls,
Montana
|
–
|
-$1.07M
|
-19,460
|
Closed
|
|
|
756
|
Fifth Third Securities
Cincinnati,
Ohio
|
–
|
-$999K
|
-18,189
|
Closed
|
|
|
757
|
Tru Independence Asset Management 2
Portland,
Oregon
|
–
|
-$588K
|
-10,708
|
Closed
|
|
|
758
|
Financial Advisors
Andover,
Massachusetts
|
–
|
-$557K
|
-10,150
|
Closed
|
|
|
759
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$516K
|
-9,398
|
Closed
|
|
|
760
|
Custos Family Office
Austin,
Texas
|
–
|
-$459K
|
-8,368
|
Closed
|
|
|
761
|
Regatta Capital Group
El Segundo,
California
|
–
|
-$445K
|
-8,099
|
Closed
|
|
|
762
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$403K
|
-7,342
|
Closed
|
|
|
763
|
Argent Trust Co
Nashville,
Tennessee
|
–
|
-$402K
|
-7,326
|
Closed
|
|
|
764
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
–
|
-$401K
|
-7,300
|
Closed
|
|
|
765
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$400K
|
-7,280
|
Closed
|
|
|
766
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$384K
|
-7,000
|
Closed
|
|
|
767
|
Crestone Asset Management
Boulder,
Colorado
|
–
|
-$368K
|
-6,697
|
Closed
|
|
|
768
|
Stone Asset Management
Austin,
Texas
|
–
|
-$355K
|
-6,474
|
Closed
|
|
|
769
|
Axiom Advisory
San Diego,
California
|
–
|
-$350K
|
-6,379
|
Closed
|
|
|
770
|
InterOcean Capital Group
Nashville,
Tennessee
|
–
|
-$339K
|
-6,166
|
Closed
|
|
|
771
|
Leisure Capital Management
Costa Mesa,
California
|
–
|
-$325K
|
-5,923
|
Closed
|
|
|
772
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
–
|
-$318K
|
-5,797
|
Closed
|
|
|
773
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$312K
|
-5,689
|
Closed
|
|
|
774
|
SWMG LLC
Fort Worth,
Texas
|
–
|
-$304K
|
-5,537
|
Closed
|
|
|
775
|
BTC Capital Management
Des Moines,
Iowa
|
–
|
-$300K
|
-5,465
|
Closed
|
|
