|
1151
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$207K
|
-2,034
|
Closed
|
|
|
1152
|
Curtis Advisory Group
Santa Barbara,
California
|
–
|
-$207K
|
-2,026
|
Closed
|
|
|
1153
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
–
|
-$207K
|
-2,026
|
Closed
|
|
|
1154
|
Marco Investment Management
Atlanta,
Georgia
|
–
|
-$207K
|
-2,024
|
Closed
|
|
|
1155
|
Lowery Thomas LLC
Pebble Beach,
California
|
–
|
-$206K
|
-2,012
|
Closed
|
|
|
1156
|
Private Wealth Strategies
New Albany,
Ohio
|
–
|
-$205K
|
-2,002
|
Closed
|
|
|
1157
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
–
|
-$204K
|
-2,000
|
Closed
|
|
|
1158
|
Venture Visionary Partners
Sylvania,
Ohio
|
–
|
-$202K
|
-1,984
|
Closed
|
|
|
1159
|
WMS Partners
Towson,
Maryland
|
–
|
-$203K
|
-1,982
|
Closed
|
|
|
1160
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$131K
|
-1,278
|
Closed
|
|
|
1161
|
TAP Consulting
Kirkwood,
Missouri
|
–
|
-$129K
|
-1,262
|
Closed
|
|
|
1162
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$105K
|
-1,026
|
Closed
|
|
|
1163
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$102K
|
-1,000
|
Closed
|
|
|
1164
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
–
|
-$70K
|
-680
|
Closed
|
|
|
1165
|
IronBridge Private Wealth
Austin,
Texas
|
–
|
-$65K
|
-634
|
Closed
|
|
|
1166
|
Wealthgate Family Office
Boulder,
Colorado
|
–
|
-$62K
|
-606
|
Closed
|
|
|
1167
|
Mystic Asset Management
Warwick,
Rhode Island
|
–
|
-$61K
|
-600
|
Closed
|
|
|
1168
|
Barrett Asset Management
New York
|
–
|
-$48K
|
-474
|
Closed
|
|
|
1169
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
–
|
-$45K
|
-450
|
Closed
|
|
|
1170
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
–
|
-$42K
|
-420
|
Closed
|
|
|
1171
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
–
|
-$41K
|
-400
|
Closed
|
|
|
1172
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
–
|
-$31K
|
-338
|
Closed
|
|
|
1173
|
Tectonic Advisors
Frisco,
Texas
|
–
|
-$30K
|
-294
|
Closed
|
|
|
1174
|
Lee Financial
Dallas,
Texas
|
–
|
-$27K
|
-264
|
Closed
|
|
|
1175
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
–
|
-$25K
|
-246
|
Closed
|
|
