|
1101
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
–
|
-$245K
|
-2,498
|
Closed
|
|
|
1102
|
Berkeley Capital Partners
Milton,
Georgia
|
–
|
-$234K
|
-2,384
|
Closed
|
|
|
1103
|
|
–
|
-$231K
|
-2,353
|
Closed
|
|
|
1104
|
WealthTrust Axiom
Wayne,
Pennsylvania
|
–
|
-$218K
|
-2,221
|
Closed
|
|
|
1105
|
Grandfield & Dodd
New York
|
–
|
-$216K
|
-2,203
|
Closed
|
|
|
1106
|
Sepio Capital
Salt Lake City,
Utah
|
–
|
-$213K
|
-2,168
|
Closed
|
|
|
1107
|
Asset Management Resources
Hyannis,
Massachusetts
|
–
|
-$208K
|
-2,117
|
Closed
|
|
|
1108
|
Stolper & Co
Tulsa,
Oklahoma
|
–
|
-$204K
|
-2,075
|
Closed
|
|
|
1109
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$202K
|
-2,058
|
Closed
|
|
|
1110
|
Appleton Group
Appleton,
Wisconsin
|
–
|
-$201K
|
-2,047
|
Closed
|
|
|
1111
|
Phocas Financial Corp
Alameda,
California
|
–
|
-$115K
|
-1,175
|
Closed
|
|
|
1112
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$96.7K
|
-985
|
Closed
|
|
|
1113
|
Schroder Investment Management Group
London,
United Kingdom
|
–
|
-$93.3K
|
-950
|
Closed
|
|
|
1114
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
–
|
-$79.2K
|
-783
|
Closed
|
|
|
1115
|
Romano Brothers & Co
Evanston,
Illinois
|
–
|
-$67.1K
|
-683
|
Closed
|
|
|
1116
|
One Wealth Advisors
San Francisco,
California
|
–
|
-$56.5K
|
-575
|
Closed
|
|
|
1117
|
Prosperity Wealth Management
San Ramon,
California
|
–
|
-$55.6K
|
-566
|
Closed
|
|
|
1118
|
Lakewood Asset Management
Naperville,
Illinois
|
–
|
-$48K
|
-485
|
Closed
|
|
|
1119
|
Focused Wealth Management
Newburgh,
New York
|
–
|
-$46.3K
|
-472
|
Closed
|
|
|
1120
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
–
|
-$39.6K
|
-392
|
Closed
|
|
|
1121
|
Soundwatch Capital
Rowayton,
Connecticut
|
–
|
-$357K
|
-352
|
Closed
|
|
|
1122
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$26.3K
|
-268
|
Closed
|
|
|
1123
|
Coppell Advisory Solutions Corp
Coppell,
Texas
|
–
|
-$26.3K
|
-268
|
Closed
|
|
|
1124
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
–
|
-$24.6K
|
-250
|
Closed
|
|
|
1125
|
Lowe Wealth Advisors
Columbia,
Maryland
|
–
|
-$19.6K
|
-200
|
Closed
|
|
