|
2201
|
Second Half Financial Partners
Sebring,
Florida
|
–
|
-$599K
|
-5,148
|
Closed
|
|
|
2202
|
Cambria Investment Management
Manhattan Beach,
California
|
–
|
-$558K
|
-4,802
|
Closed
|
|
|
2203
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$558K
|
-4,802
|
Closed
|
|
|
2204
|
JFG Wealth Management
Denver,
Colorado
|
–
|
-$537K
|
-4,616
|
Closed
|
|
|
2205
|
Highview Capital Management
Buffalo Grove,
Illinois
|
–
|
-$533K
|
-4,582
|
Closed
|
|
|
2206
|
Lunt Capital Management
Holladay,
Utah
|
–
|
-$521K
|
-4,478
|
Closed
|
|
|
2207
|
Private Wealth Group
Tampa,
Florida
|
–
|
-$508K
|
-4,372
|
Closed
|
|
|
2208
|
Retireful LLC
Haslett,
Michigan
|
–
|
-$497K
|
-4,272
|
Closed
|
|
|
2209
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$465K
|
-3,996
|
Closed
|
|
|
2210
|
Promethium Advisors
Bethesda,
Maryland
|
–
|
-$451K
|
-3,880
|
Closed
|
|
|
2211
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
–
|
-$420K
|
-3,616
|
Closed
|
|
|
2212
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
–
|
-$395K
|
-3,400
|
Closed
|
|
|
2213
|
TBH Global Asset Management
Brentwood,
Tennessee
|
–
|
-$387K
|
-3,328
|
Closed
|
|
|
2214
|
IMS Capital Management
Portland,
Oregon
|
–
|
-$376K
|
-3,234
|
Closed
|
|
|
2215
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$369K
|
-3,174
|
Closed
|
|
|
2216
|
Allie Family Office
Miami,
Florida
|
–
|
-$341K
|
-2,932
|
Closed
|
|
|
2217
|
REDW Wealth
Albuquerque,
New Mexico
|
–
|
-$338K
|
-2,906
|
Closed
|
|
|
2218
|
Bank of Stockton
Stockton,
California
|
–
|
-$333K
|
-2,860
|
Closed
|
|
|
2219
|
Titleist Asset Management
San Antonio,
Texas
|
–
|
-$331K
|
-2,846
|
Closed
|
|
|
2220
|
Pictet Bank & Trust
Nassau,
Bahamas
|
–
|
-$326K
|
-2,800
|
Closed
|
|
|
2221
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
–
|
-$320K
|
-2,752
|
Closed
|
|
|
2222
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
–
|
-$298K
|
-2,564
|
Closed
|
|
|
2223
|
Three Bridge Wealth Advisors
Los Altos,
California
|
–
|
-$288K
|
-2,476
|
Closed
|
|
|
2224
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
–
|
-$280K
|
-2,412
|
Closed
|
|
|
2225
|
Curtis Advisory Group
Santa Barbara,
California
|
–
|
-$274K
|
-2,354
|
Closed
|
|
