|
1201
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
–
|
-$554K
|
-6,836
|
Closed
|
|
|
1202
|
|
–
|
-$495K
|
-6,110
|
Closed
|
|
|
1203
|
Agate Pass Investment Management
Bainbridge Island,
Washington
|
–
|
-$490K
|
-6,051
|
Closed
|
|
|
1204
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
–
|
-$468K
|
-5,784
|
Closed
|
|
|
1205
|
Advisor OS
Chicago,
Illinois
|
–
|
-$434K
|
-5,366
|
Closed
|
|
|
1206
|
BTG Pactual Asset Management US
New York
|
–
|
-$426K
|
-5,263
|
Closed
|
|
|
1207
|
Concentric Capital Strategies
Stamford,
Connecticut
|
–
|
-$400K
|
-4,937
|
Closed
|
|
|
1208
|
Quantessence Capital
New York
|
–
|
-$387K
|
-4,785
|
Closed
|
|
|
1209
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
–
|
-$376K
|
-4,641
|
Closed
|
|
|
1210
|
Wealthedge Investment Advisors
New York
|
–
|
-$347K
|
-4,285
|
Closed
|
|
|
1211
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$329K
|
-4,060
|
Closed
|
|
|
1212
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
–
|
-$324K
|
-4,000
|
Closed
|
|
|
1213
|
GWN Securities
Palm Beach Gardens,
Florida
|
–
|
-$324K
|
-3,996
|
Closed
|
|
|
1214
|
Sollinda Capital Management
Miami,
Florida
|
–
|
-$312K
|
-3,853
|
Closed
|
|
|
1215
|
Alpine Global Management
New York
|
–
|
-$310K
|
-3,824
|
Closed
|
|
|
1216
|
Rede Wealth
Charlottesville,
Virginia
|
–
|
-$302K
|
-3,732
|
Closed
|
|
|
1217
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$284K
|
-3,506
|
Closed
|
|
|
1218
|
Channel Wealth
Santa Barbara,
California
|
–
|
-$265K
|
-3,276
|
Closed
|
|
|
1219
|
Pinnacle Family Advisors
Springfield,
Missouri
|
–
|
-$262K
|
-3,240
|
Closed
|
|
|
1220
|
Gallacher Capital Management
Lone Tree,
Colorado
|
–
|
-$237K
|
-2,924
|
Closed
|
|
|
1221
|
Apeiron RIA
Dallas,
Texas
|
–
|
-$230K
|
-2,836
|
Closed
|
|
|
1222
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
–
|
-$228K
|
-2,820
|
Closed
|
|
|
1223
|
Carnegie Lake Advisors
Princeton,
New Jersey
|
–
|
-$226K
|
-2,786
|
Closed
|
|
|
1224
|
Fingerlakes Wealth Management
Ithaca,
New York
|
–
|
-$223K
|
-2,754
|
Closed
|
|
|
1225
|
Inscription Capital
Houston,
Texas
|
–
|
-$216K
|
-2,669
|
Closed
|
|
