|
2101
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$272K
|
-6,627
|
Closed
|
|
|
2102
|
Whalerock Point Partners
Providence,
Rhode Island
|
–
|
-$271K
|
-6,587
|
Closed
|
|
|
2103
|
Barden Capital Management
Austin,
Texas
|
–
|
-$251K
|
-6,389
|
Closed
|
|
|
2104
|
Wiser Wealth Management
Marietta,
Georgia
|
–
|
-$247K
|
-6,116
|
Closed
|
|
|
2105
|
Strata Wealth Advisors
Dallas,
Texas
|
–
|
-$249K
|
-6,070
|
Closed
|
|
|
2106
|
Financial Network Wealth Management
Draper,
Utah
|
–
|
-$243K
|
-5,915
|
Closed
|
|
|
2107
|
Beacon Financial Advisory
Cleveland,
Ohio
|
–
|
-$271K
|
-5,804
|
Closed
|
|
|
2108
|
Eastern Bank
Boston,
Massachusetts
|
–
|
-$234K
|
-5,703
|
Closed
|
|
|
2109
|
Satovsky Asset Management
New York
|
–
|
-$227K
|
-5,516
|
Closed
|
|
|
2110
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
–
|
-$218K
|
-5,381
|
Closed
|
|
|
2111
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
–
|
-$216K
|
-5,260
|
Closed
|
|
|
2112
|
Brookmont Capital Management
Dallas,
Texas
|
–
|
-$215K
|
-5,221
|
Closed
|
|
|
2113
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
–
|
-$206K
|
-5,199
|
Closed
|
|
|
2114
|
Instrumental Wealth
Tampa,
Florida
|
–
|
-$207K
|
-5,175
|
Closed
|
|
|
2115
|
W Advisors LLC
Germantown,
Tennessee
|
–
|
-$212K
|
-5,164
|
Closed
|
|
|
2116
|
ACAS LLC
Rancho Santa Fe,
California
|
–
|
-$210K
|
-5,113
|
Closed
|
|
|
2117
|
West Coast Financial
Santa Barbara,
California
|
–
|
-$209K
|
-5,091
|
Closed
|
|
|
2118
|
Thomasville National Bank
Thomasville,
Georgia
|
–
|
-$206K
|
-5,002
|
Closed
|
|
|
2119
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
–
|
-$200K
|
-4,885
|
Closed
|
|
|
2120
|
Harris Associates
Chicago,
Illinois
|
–
|
-$197K
|
-4,788
|
Closed
|
|
|
2121
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
–
|
-$130K
|
-3,157
|
Closed
|
|
|
2122
|
Able Wealth Management
Toms River,
New Jersey
|
–
|
-$124K
|
-3,022
|
Closed
|
|
|
2123
|
Islay Capital Management
Lubbock,
Texas
|
–
|
-$123K
|
-2,986
|
Closed
|
|
|
2124
|
ORG Partners
Roanoke,
Indiana
|
–
|
-$109K
|
-2,649
|
Closed
|
|
|
2125
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
–
|
-$98.4K
|
-2,395
|
Closed
|
|
