|
2401
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$2.15M
|
-10,533
|
Closed
|
|
|
2402
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$1.91M
|
-9,345
|
Closed
|
|
|
2403
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$1.3M
|
-6,354
|
Closed
|
|
|
2404
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
–
|
-$996K
|
-4,878
|
Closed
|
|
|
2405
|
Diversified
Wilmington,
Delaware
|
–
|
-$990K
|
-4,851
|
Closed
|
|
|
2406
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
–
|
-$989K
|
-4,845
|
Closed
|
|
|
2407
|
Wolff Financial Management
Kalamazoo,
Michigan
|
–
|
-$830K
|
-4,064
|
Closed
|
|
|
2408
|
First City Capital Management
Savannah,
Georgia
|
–
|
-$804K
|
-3,895
|
Closed
|
|
|
2409
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
–
|
-$736K
|
-3,608
|
Closed
|
|
|
2410
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$638K
|
-3,125
|
Closed
|
|
|
2411
|
D. Scott Neal
Lexington,
Kentucky
|
–
|
-$634K
|
-3,104
|
Closed
|
|
|
2412
|
Calton & Associates
Tampa,
Florida
|
–
|
-$628K
|
-3,075
|
Closed
|
|
|
2413
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$606K
|
-2,971
|
Closed
|
|
|
2414
|
Donor Advised Charitable Giving
San Francisco,
California
|
–
|
-$603K
|
-2,956
|
Closed
|
|
|
2415
|
Bayesian Capital Management
Brooklyn,
New York
|
–
|
-$594K
|
-2,910
|
Closed
|
|
|
2416
|
Johnson & White Wealth Management
York,
Pennsylvania
|
–
|
-$555K
|
-2,717
|
Closed
|
|
|
2417
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
–
|
-$551K
|
-2,699
|
Closed
|
|
|
2418
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$477K
|
-2,339
|
Closed
|
|
|
2419
|
Crabel Capital Management
Los Angeles,
California
|
–
|
-$467K
|
-2,287
|
Closed
|
|
|
2420
|
Integral Investment Advisors
Turlock,
California
|
–
|
-$445K
|
-2,179
|
Closed
|
|
|
2421
|
Crew Capital Management
Cincinnati,
Ohio
|
–
|
-$412K
|
-2,020
|
Closed
|
|
|
2422
|
Tilson Financial Group
New Providence,
New Jersey
|
–
|
-$396K
|
-1,942
|
Closed
|
|
|
2423
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
–
|
-$383K
|
-1,906
|
Closed
|
|
|
2424
|
Renaissance Technologies
New York
|
–
|
-$388K
|
-1,900
|
Closed
|
|
|
2425
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
–
|
-$366K
|
-1,792
|
Closed
|
|
