|
1826
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
–
|
-$301K
|
-7,221
|
Closed
|
|
|
1827
|
Madison Wealth Partners
Madison,
Wisconsin
|
–
|
-$300K
|
-7,196
|
Closed
|
|
|
1828
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$291K
|
-6,978
|
Closed
|
|
|
1829
|
TPB Wealth Advisors
San Antonio,
Texas
|
–
|
-$287K
|
-6,901
|
Closed
|
|
|
1830
|
W Advisors LLC
Germantown,
Tennessee
|
–
|
-$275K
|
-6,621
|
Closed
|
|
|
1831
|
McDonald Partners
Cleveland,
Ohio
|
–
|
-$272K
|
-6,525
|
Closed
|
|
|
1832
|
Castle Rock Wealth Management
Walnut Creek,
California
|
–
|
-$271K
|
-6,508
|
Closed
|
|
|
1833
|
Triad Financial Advisors
Greensboro,
North Carolina
|
–
|
-$269K
|
-6,464
|
Closed
|
|
|
1834
|
Shore Point Advisors
Brielle,
New Jersey
|
–
|
-$269K
|
-6,460
|
Closed
|
|
|
1835
|
AWM Capital
Phoenix,
Arizona
|
–
|
-$267K
|
-6,405
|
Closed
|
|
|
1836
|
Mill Capital Management
Concord,
North Carolina
|
–
|
-$262K
|
-6,301
|
Closed
|
|
|
1837
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$262K
|
-6,293
|
Closed
|
|
|
1838
|
Tranquility Partners
Brentwood,
Tennessee
|
–
|
-$262K
|
-6,282
|
Closed
|
|
|
1839
|
Index Fund Advisors
Irvine,
California
|
–
|
-$261K
|
-6,271
|
Closed
|
|
|
1840
|
Renasant Bank
Tupelo,
Mississippi
|
–
|
-$257K
|
-6,168
|
Closed
|
|
|
1841
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
–
|
-$255K
|
-6,126
|
Closed
|
|
|
1842
|
Columbia Advisory Partners
Spokane,
Washington
|
–
|
-$254K
|
-6,096
|
Closed
|
|
|
1843
|
Westover Capital Advisors
Wilmington,
Delaware
|
–
|
-$238K
|
-5,710
|
Closed
|
|
|
1844
|
LifeSteps Financial
Claremont,
California
|
–
|
-$237K
|
-5,696
|
Closed
|
|
|
1845
|
Bremer Bank National Association
St Paul,
Minnesota
|
–
|
-$236K
|
-5,667
|
Closed
|
|
|
1846
|
Mason Investment Advisory Services
Reston,
Virginia
|
–
|
-$235K
|
-5,653
|
Closed
|
|
|
1847
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
–
|
-$235K
|
-5,634
|
Closed
|
|
|
1848
|
TAP Consulting
Kirkwood,
Missouri
|
–
|
-$234K
|
-5,625
|
Closed
|
|
|
1849
|
|
–
|
-$233K
|
-5,583
|
Closed
|
|
|
1850
|
Fulton Bank
Lancaster,
Pennsylvania
|
–
|
-$230K
|
-5,523
|
Closed
|
|
