|
1201
|
Mission Creek Capital Partners
San Francisco,
California
|
–
|
-$265K
|
-4,402
|
Closed
|
|
|
1202
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
–
|
-$256K
|
-4,245
|
Closed
|
|
|
1203
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
–
|
-$242K
|
-4,005
|
Closed
|
|
|
1204
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
–
|
-$240K
|
-3,989
|
Closed
|
|
|
1205
|
Vivid Wealth Management
West Des Moines,
Iowa
|
–
|
-$238K
|
-3,946
|
Closed
|
|
|
1206
|
Regimen Wealth
Atlanta,
Georgia
|
–
|
-$235K
|
-3,897
|
Closed
|
|
|
1207
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$234K
|
-3,879
|
Closed
|
|
|
1208
|
Scotia Capital
Toronto,
Ontario, Canada
|
–
|
-$233K
|
-3,871
|
Closed
|
|
|
1209
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
-$209K
|
-3,468
|
Closed
|
|
|
1210
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
–
|
-$208K
|
-3,455
|
Closed
|
|
|
1211
|
Precedent Wealth Partners
Houston,
Texas
|
–
|
-$205K
|
-3,403
|
Closed
|
|
|
1212
|
Copperleaf Capital
Raleigh,
North Carolina
|
–
|
-$205K
|
-3,399
|
Closed
|
|
|
1213
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
–
|
-$204K
|
-3,376
|
Closed
|
|
|
1214
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$201K
|
-3,328
|
Closed
|
|
|
1215
|
PDS Planning
Dublin,
Ohio
|
–
|
-$200K
|
-3,318
|
Closed
|
|
|
1216
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$197K
|
-3,271
|
Closed
|
|
|
1217
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
–
|
-$159K
|
-2,630
|
Closed
|
|
|
1218
|
Global Assets Advisory
Orlando,
Florida
|
–
|
-$150K
|
-2,494
|
Closed
|
|
|
1219
|
Ruedi Wealth Management
Champaign,
Illinois
|
–
|
-$111K
|
-1,846
|
Closed
|
|
|
1220
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
–
|
-$72.7K
|
-1,205
|
Closed
|
|
|
1221
|
LifeSteps Financial
Claremont,
California
|
–
|
-$61.3K
|
-1,016
|
Closed
|
|
|
1222
|
Vestor Capital
Chicago,
Illinois
|
–
|
-$48K
|
-788
|
Closed
|
|
|
1223
|
MidAtlantic Capital Management
Richmond,
Virginia
|
–
|
-$19.2K
|
-319
|
Closed
|
|
|
1224
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
–
|
-$8.92K
|
-148
|
Closed
|
|
|
1225
|
Your Advocates Ltd
Houston,
Texas
|
–
|
-$5.67K
|
-94
|
Closed
|
|
