|
1551
|
Clearstead Trust
Portland,
Maine
|
$1K
|
–
|
–
|
–
|
|
|
1552
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
1553
|
PagnatoKarp Partners
Reston,
Virginia
|
–
|
-$34.4M
|
-266,681
|
Closed
|
|
|
1554
|
Nuveen
Charlotte,
North Carolina
|
–
|
-$28.4M
|
-220,000
|
Closed
|
|
|
1555
|
|
–
|
-$9.02M
|
-70,000
|
Closed
|
|
|
1556
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$6.47M
|
-53,361
|
Closed
|
|
|
1557
|
RiverFront Investment Group
Richmond,
Virginia
|
–
|
-$1.18M
|
-46,929
|
Closed
|
|
|
1558
|
Capital Wealth Planning
Naples,
Florida
|
–
|
-$4.25M
|
-32,973
|
Closed
|
|
|
1559
|
Fund Evaluation Group
Cincinnati,
Ohio
|
–
|
-$2.87M
|
-22,279
|
Closed
|
|
|
1560
|
Windsor Creek Advisors
Bethel,
Vermont
|
–
|
-$2.16M
|
-16,742
|
Closed
|
|
|
1561
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$1.8M
|
-13,940
|
Closed
|
|
|
1562
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
–
|
-$1.75M
|
-13,538
|
Closed
|
|
|
1563
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$1.43M
|
-11,093
|
Closed
|
|
|
1564
|
Planning Directions
Glen Mills,
Pennsylvania
|
–
|
-$1.23M
|
-9,576
|
Closed
|
|
|
1565
|
Coatue Management
New York
|
–
|
-$1.13M
|
-8,781
|
Closed
|
|
|
1566
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
–
|
-$745K
|
-5,782
|
Closed
|
|
|
1567
|
Prostatis Group
Hanover,
Maryland
|
–
|
-$744K
|
-5,773
|
Closed
|
|
|
1568
|
Blue Edge Capital
Richmond,
Virginia
|
–
|
-$629K
|
-4,877
|
Closed
|
|
|
1569
|
Boys Arnold & Co
Asheville,
North Carolina
|
–
|
-$605K
|
-4,690
|
Closed
|
|
|
1570
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$595K
|
-4,614
|
Closed
|
|
|
1571
|
Windsor Wealth Management
Indianapolis,
Indiana
|
–
|
-$586K
|
-4,549
|
Closed
|
|
|
1572
|
Aprio Wealth Management
Atlanta,
Georgia
|
–
|
-$491K
|
-3,805
|
Closed
|
|
|
1573
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$458K
|
-3,551
|
Closed
|
|
|
1574
|
Jordan Park Group
San Francisco,
California
|
–
|
-$442K
|
-3,426
|
Closed
|
|
|
1575
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
–
|
-$425K
|
-3,297
|
Closed
|
|
