|
2801
|
Single Point Partners
Boston,
Massachusetts
|
–
|
-$4.15M
|
-15,973
|
Closed
|
|
|
2802
|
Idaho Trust Bank
Boise,
Idaho
|
–
|
-$3.99M
|
-15,353
|
Closed
|
|
|
2803
|
Private Portfolio Partners
Paramus,
New Jersey
|
–
|
-$3.13M
|
-12,031
|
Closed
|
|
|
2804
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$3M
|
-11,553
|
Closed
|
|
|
2805
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
–
|
-$3M
|
-11,544
|
Closed
|
|
|
2806
|
|
–
|
-$2.13M
|
-8,181
|
Closed
|
|
|
2807
|
Calamos Wealth Management
Naperville,
Illinois
|
–
|
-$1.33M
|
-5,123
|
Closed
|
|
|
2808
|
Winthrop Capital Management
Carmel,
Indiana
|
–
|
-$1.32M
|
-5,069
|
Closed
|
|
|
2809
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
–
|
-$1.29M
|
-4,959
|
Closed
|
|
|
2810
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$1.25M
|
-4,815
|
Closed
|
|
|
2811
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$1.16M
|
-4,454
|
Closed
|
|
|
2812
|
Wolff Financial Management
Kalamazoo,
Michigan
|
–
|
-$1.08M
|
-4,163
|
Closed
|
|
|
2813
|
ACR Alpine Capital Research
St. Louis,
Missouri
|
–
|
-$1.01M
|
-3,871
|
Closed
|
|
|
2814
|
Radnor Capital Management
Wayne,
Pennsylvania
|
–
|
-$855K
|
-3,291
|
Closed
|
|
|
2815
|
Texas Capital Bancshares
Dallas,
Texas
|
–
|
-$855K
|
-3,291
|
Closed
|
|
|
2816
|
Buck Wealth Strategies
Denver,
Colorado
|
–
|
-$727K
|
-2,798
|
Closed
|
|
|
2817
|
Delta Financial Group
Basking Ridge,
New Jersey
|
–
|
-$711K
|
-2,737
|
Closed
|
|
|
2818
|
Soundmark Wealth Management
Kirkland,
Washington
|
–
|
-$692K
|
-2,663
|
Closed
|
|
|
2819
|
Three Bridge Wealth Advisors
Los Altos,
California
|
–
|
-$605K
|
-2,329
|
Closed
|
|
|
2820
|
Campbell Wealth Management
Alexandria,
Virginia
|
–
|
-$519K
|
-1,997
|
Closed
|
|
|
2821
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
-$512K
|
-1,971
|
Closed
|
|
|
2822
|
Capital City Trust
Tallahassee,
Florida
|
–
|
-$512K
|
-1,969
|
Closed
|
|
|
2823
|
Johnson & White Wealth Management
York,
Pennsylvania
|
–
|
-$506K
|
-1,949
|
Closed
|
|
|
2824
|
Tilson Financial Group
New Providence,
New Jersey
|
–
|
-$505K
|
-1,942
|
Closed
|
|
|
2825
|
Executive Wealth Management
Brighton,
Michigan
|
–
|
-$489K
|
-1,883
|
Closed
|
|
