|
1226
|
5T Wealth
Napa,
California
|
–
|
-$333K
|
-3,007
|
Closed
|
|
|
1227
|
Visionary Horizons
Knoxville,
Tennessee
|
–
|
-$325K
|
-2,930
|
Closed
|
|
|
1228
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
–
|
-$315K
|
-2,844
|
Closed
|
|
|
1229
|
Kane Investment Management
Los Gatos,
California
|
–
|
-$314K
|
-2,834
|
Closed
|
|
|
1230
|
|
–
|
-$314K
|
-2,834
|
Closed
|
|
|
1231
|
InTrack Investment Management
South Burlington,
Vermont
|
–
|
-$274K
|
-2,468
|
Closed
|
|
|
1232
|
Apella Capital
West Hartford,
Connecticut
|
–
|
-$289K
|
-2,428
|
Closed
|
|
|
1233
|
Fiduciary Alliance
Greenville,
South Carolina
|
–
|
-$279K
|
-2,380
|
Closed
|
|
|
1234
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$228K
|
-2,363
|
Closed
|
|
|
1235
|
Quartz Partners
Saratoga Springs,
New York
|
–
|
-$262K
|
-2,359
|
Closed
|
|
|
1236
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$261K
|
-2,353
|
Closed
|
|
|
1237
|
Portside Wealth Group
Provo,
Utah
|
–
|
-$252K
|
-2,272
|
Closed
|
|
|
1238
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
–
|
-$250K
|
-2,184
|
Closed
|
|
|
1239
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
–
|
-$240K
|
-2,169
|
Closed
|
|
|
1240
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
–
|
-$235K
|
-2,123
|
Closed
|
|
|
1241
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$233K
|
-2,102
|
Closed
|
|
|
1242
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$224K
|
-2,023
|
Closed
|
|
|
1243
|
Silverlake Wealth Management
Williston,
Vermont
|
–
|
-$218K
|
-1,969
|
Closed
|
|
|
1244
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$210K
|
-1,896
|
Closed
|
|
|
1245
|
Black Swift Group
Boulder,
Colorado
|
–
|
-$208K
|
-1,875
|
Closed
|
|
|
1246
|
Cottage Street Advisors
Marion,
Massachusetts
|
–
|
-$206K
|
-1,861
|
Closed
|
|
|
1247
|
Acute Investment Advisory
Mesa,
Arizona
|
–
|
-$204K
|
-1,842
|
Closed
|
|
|
1248
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
–
|
-$204K
|
-1,841
|
Closed
|
|
|
1249
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
–
|
-$203K
|
-1,831
|
Closed
|
|
|
1250
|
|
–
|
-$203K
|
-1,827
|
Closed
|
|
