|
1001
|
Abacus Planning Group
Columbia,
South Carolina
|
–
|
-$214K
|
-1,472
|
Closed
|
|
|
1002
|
Sargent Investment Group
Bethesda,
Maryland
|
–
|
-$210K
|
-1,442
|
Closed
|
|
|
1003
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
–
|
-$208K
|
-1,431
|
Closed
|
|
|
1004
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
–
|
-$206K
|
-1,416
|
Closed
|
|
|
1005
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$205K
|
-1,410
|
Closed
|
|
|
1006
|
Burney Company
Reston,
Virginia
|
–
|
-$205K
|
-1,408
|
Closed
|
|
|
1007
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$205K
|
-1,406
|
Closed
|
|
|
1008
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
–
|
-$204K
|
-1,402
|
Closed
|
|
|
1009
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
–
|
-$203K
|
-1,399
|
Closed
|
|
|
1010
|
Means Investment Company
Bangor,
Maine
|
–
|
-$203K
|
-1,399
|
Closed
|
|
|
1011
|
Sippican Capital Advisors
Boston,
Massachusetts
|
–
|
-$201K
|
-1,380
|
Closed
|
|
|
1012
|
Shelton Capital Management
Denver,
Colorado
|
–
|
-$200K
|
-1,378
|
Closed
|
|
|
1013
|
Allred Capital Management
Dallas,
Texas
|
–
|
-$191K
|
-1,312
|
Closed
|
|
|
1014
|
First Interstate Bank
Billings,
Montana
|
–
|
-$168K
|
-1,160
|
Closed
|
|
|
1015
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
–
|
-$165K
|
-1,148
|
Closed
|
|
|
1016
|
C.M. Bidwell & Associates
Honolulu,
Hawaii
|
–
|
-$159K
|
-1,092
|
Closed
|
|
|
1017
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
–
|
-$150K
|
-1,030
|
Closed
|
|
|
1018
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
–
|
-$139K
|
-958
|
Closed
|
|
|
1019
|
Welch Group
Birmingham,
Alabama
|
–
|
-$135K
|
-927
|
Closed
|
|
|
1020
|
|
–
|
-$105K
|
-720
|
Closed
|
|
|
1021
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$90K
|
-624
|
Closed
|
|
|
1022
|
Guardian Life Insurance
New York
|
–
|
-$91K
|
-623
|
Closed
|
|
|
1023
|
Prelude Capital Management
New York
|
–
|
-$60K
|
-412
|
Closed
|
|
|
1024
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
–
|
-$57.6K
|
-397
|
Closed
|
|
|
1025
|
BBVA USA Bancshares
Houston,
Texas
|
–
|
-$43K
|
-297
|
Closed
|
|
