|
1851
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
–
|
-$258K
|
-2,000
|
Closed
|
|
|
1852
|
Townsend Asset Management
Raleigh,
North Carolina
|
–
|
-$256K
|
-1,983
|
Closed
|
|
|
1853
|
Silver Coast Investments
San Diego,
United States
|
–
|
-$243K
|
-1,884
|
Closed
|
|
|
1854
|
Financial Advisors
Andover,
Massachusetts
|
–
|
-$236K
|
-1,830
|
Closed
|
|
|
1855
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
–
|
-$236K
|
-1,827
|
Closed
|
|
|
1856
|
Tectonic Advisors
Frisco,
Texas
|
–
|
-$235K
|
-1,824
|
Closed
|
|
|
1857
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
–
|
-$230K
|
-1,781
|
Closed
|
|
|
1858
|
|
–
|
-$222K
|
-1,752
|
Closed
|
|
|
1859
|
Advyzon Investment Management
Lisle,
Illinois
|
–
|
-$218K
|
-1,689
|
Closed
|
|
|
1860
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$218K
|
-1,689
|
Closed
|
|
|
1861
|
Blue Oak Capital
Menlo Park,
California
|
–
|
-$213K
|
-1,649
|
Closed
|
|
|
1862
|
Prepared Retirement Institute
Lansdale,
Pennsylvania
|
–
|
-$212K
|
-1,645
|
Closed
|
|
|
1863
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
–
|
-$212K
|
-1,643
|
Closed
|
|
|
1864
|
PGIM Custom Harvest
Newark,
New Jersey
|
–
|
-$208K
|
-1,611
|
Closed
|
|
|
1865
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
–
|
-$206K
|
-1,599
|
Closed
|
|
|
1866
|
Wambolt & Associates
Littleton,
Colorado
|
–
|
-$205K
|
-1,595
|
Closed
|
|
|
1867
|
Significant Wealth Partners
Cary,
Illinois
|
–
|
-$204K
|
-1,582
|
Closed
|
|
|
1868
|
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
|
–
|
-$201K
|
-1,559
|
Closed
|
|
|
1869
|
Flaharty Asset Management
Clearwater,
Florida
|
–
|
-$110K
|
-855
|
Closed
|
|
|
1870
|
Ransom Advisory
Providence,
Rhode Island
|
–
|
-$93K
|
-721
|
Closed
|
|
|
1871
|
Synergy Investment Management
Altamonte Springs,
Florida
|
–
|
-$70.3K
|
-545
|
Closed
|
|
|
1872
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
–
|
-$69.3K
|
-537
|
Closed
|
|
|
1873
|
Greykasell Wealth Strategies
Danville,
California
|
–
|
-$64.5K
|
-500
|
Closed
|
|
|
1874
|
Wayfinding Financial
Lynnwood,
Washington
|
–
|
-$43K
|
-337
|
Closed
|
|
|
1875
|
Winnow Wealth
Waco,
Texas
|
–
|
-$41.7K
|
-323
|
Closed
|
|
