|
2501
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
–
|
-$251K
|
-1,420
|
Closed
|
|
|
2502
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
–
|
-$252K
|
-1,418
|
Closed
|
|
|
2503
|
BWM Planning
The Woodlands,
Texas
|
–
|
-$248K
|
-1,404
|
Closed
|
|
|
2504
|
Significant Wealth Partners
Cary,
Illinois
|
–
|
-$240K
|
-1,360
|
Closed
|
|
|
2505
|
Canal Capital Management
Richmond,
Virginia
|
–
|
-$232K
|
-1,312
|
Closed
|
|
|
2506
|
EQ LLC
Bellevue,
Washington
|
–
|
-$228K
|
-1,288
|
Closed
|
|
|
2507
|
Sensible Money
Scottsdale,
Arizona
|
–
|
-$228K
|
-1,288
|
Closed
|
|
|
2508
|
Wealthquest
Cincinnati,
Ohio
|
–
|
-$222K
|
-1,255
|
Closed
|
|
|
2509
|
MBL Wealth
Charlotte,
North Carolina
|
–
|
-$221K
|
-1,253
|
Closed
|
|
|
2510
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
–
|
-$217K
|
-1,229
|
Closed
|
|
|
2511
|
Triumph Capital Management
Denver,
Colorado
|
–
|
-$214K
|
-1,210
|
Closed
|
|
|
2512
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$214K
|
-1,209
|
Closed
|
|
|
2513
|
Meridian Financial
Holliston,
Massachusetts
|
–
|
-$213K
|
-1,208
|
Closed
|
|
|
2514
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$209K
|
-1,184
|
Closed
|
|
|
2515
|
Orleans Capital Management
Mandeville,
Louisiana
|
–
|
-$201K
|
-1,140
|
Closed
|
|
|
2516
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
–
|
-$201K
|
-1,139
|
Closed
|
|
|
2517
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
–
|
-$200K
|
-1,133
|
Closed
|
|
|
2518
|
High Falls Advisors
Rochester,
New York
|
–
|
-$200K
|
-1,132
|
Closed
|
|
|
2519
|
Briaud Financial Planning
College Station,
Texas
|
–
|
-$181K
|
-1,026
|
Closed
|
|
|
2520
|
Tower Trust & Investment Company
Davenport,
Iowa
|
–
|
-$166K
|
-939
|
Closed
|
|
|
2521
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$133K
|
-740
|
Closed
|
|
|
2522
|
EQ Wealth Advisors
Dallas,
Texas
|
–
|
-$98.6K
|
-558
|
Closed
|
|
|
2523
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
–
|
-$97.2K
|
-550
|
Closed
|
|
|
2524
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
–
|
-$79.1K
|
-445
|
Closed
|
|
|
2525
|
GFG Capital
Miami,
Florida
|
–
|
-$65.7K
|
-372
|
Closed
|
|
