|
1601
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
–
|
-$223K
|
-6,000
|
Closed
|
|
|
1602
|
Weaver Consulting Group
Huntington Beach,
California
|
–
|
-$213K
|
-5,730
|
Closed
|
|
|
1603
|
|
–
|
-$212K
|
-5,700
|
Closed
|
|
|
1604
|
Sustainable Growth Advisers
Stamford,
Connecticut
|
–
|
-$210K
|
-5,658
|
Closed
|
|
|
1605
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
–
|
-$209K
|
-5,616
|
Closed
|
|
|
1606
|
Spinnaker Trust
Portland,
Maine
|
–
|
-$208K
|
-5,598
|
Closed
|
|
|
1607
|
Legacy Private Trust
Neenah,
Wisconsin
|
–
|
-$205K
|
-5,520
|
Closed
|
|
|
1608
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
–
|
-$204K
|
-5,484
|
Closed
|
|
|
1609
|
Centric Wealth Management
Chicago,
Illinois
|
–
|
-$203K
|
-5,478
|
Closed
|
|
|
1610
|
PRW Wealth Management
Quincy,
Massachusetts
|
–
|
-$203K
|
-5,472
|
Closed
|
|
|
1611
|
Weitzel Financial Services
Dubuque,
Iowa
|
–
|
-$203K
|
-5,466
|
Closed
|
|
|
1612
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
–
|
-$203K
|
-5,454
|
Closed
|
|
|
1613
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
–
|
-$202K
|
-5,448
|
Closed
|
|
|
1614
|
Mitchell Capital Management
Leawood,
Kansas
|
–
|
-$202K
|
-5,430
|
Closed
|
|
|
1615
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
–
|
-$203K
|
-5,430
|
Closed
|
|
|
1616
|
Chevy Chase Trust
Bethesda,
Maryland
|
–
|
-$200K
|
-5,388
|
Closed
|
|
|
1617
|
O'Rourke & Company
Boston,
Massachusetts
|
–
|
-$200K
|
-5,388
|
Closed
|
|
|
1618
|
Kalos Management
Alpharetta,
Georgia
|
–
|
-$200K
|
-5,352
|
Closed
|
|
|
1619
|
Castle Rock Wealth Management
Walnut Creek,
California
|
–
|
-$203K
|
-5,184
|
Closed
|
|
|
1620
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
–
|
-$246K
|
-5,130
|
Closed
|
|
|
1621
|
Safeguard Investment Advisory Group
Corona,
California
|
–
|
-$229K
|
-4,794
|
Closed
|
|
|
1622
|
Fairfield, Bush & Co
Darien,
Connecticut
|
–
|
-$162K
|
-4,350
|
Closed
|
|
|
1623
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$155K
|
-4,170
|
Closed
|
|
|
1624
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$154K
|
-4,158
|
Closed
|
|
|
1625
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$124K
|
-3,330
|
Closed
|
|
