|
1001
|
Highline Wealth Partners
Sherman Oaks,
California
|
–
|
-$272K
|
-2,765
|
Closed
|
|
|
1002
|
Choate Investment Advisors
Boston,
Massachusetts
|
–
|
-$258K
|
-2,621
|
Closed
|
|
|
1003
|
Mystic Asset Management
Warwick,
Rhode Island
|
–
|
-$246K
|
-2,502
|
Closed
|
|
|
1004
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
–
|
-$245K
|
-2,488
|
Closed
|
|
|
1005
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$245K
|
-2,485
|
Closed
|
|
|
1006
|
VeraBank
Henderson,
Texas
|
–
|
-$244K
|
-2,473
|
Closed
|
|
|
1007
|
Citizens Financial Group
Providence,
Rhode Island
|
–
|
-$238K
|
-2,416
|
Closed
|
|
|
1008
|
A4 Wealth Advisors
Huntersville,
North Carolina
|
–
|
-$234K
|
-2,375
|
Closed
|
|
|
1009
|
SYM Financial Corp
Winona Lake,
Indiana
|
–
|
-$231K
|
-2,349
|
Closed
|
|
|
1010
|
Hancock Whitney
Gulfport,
Mississippi
|
–
|
-$230K
|
-2,335
|
Closed
|
|
|
1011
|
Trust Asset Management
Houston,
Texas
|
–
|
-$228K
|
-2,316
|
Closed
|
|
|
1012
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$226K
|
-2,296
|
Closed
|
|
|
1013
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$224K
|
-2,278
|
Closed
|
|
|
1014
|
Sivia Capital Partners
Mill Valley,
California
|
–
|
-$220K
|
-2,238
|
Closed
|
|
|
1015
|
denkapparat Operations
Berlin,
Germany
|
–
|
-$220K
|
-2,232
|
Closed
|
|
|
1016
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
–
|
-$219K
|
-2,223
|
Closed
|
|
|
1017
|
First Bancorp
Damariscotta,
Maine
|
–
|
-$217K
|
-2,200
|
Closed
|
|
|
1018
|
AM Investment Strategies
Chattanooga,
Tennessee
|
–
|
-$217K
|
-2,198
|
Closed
|
|
|
1019
|
Legacy Capital Group California
Los Gatos,
California
|
–
|
-$216K
|
-2,191
|
Closed
|
|
|
1020
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
–
|
-$223K
|
-2,163
|
Closed
|
|
|
1021
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
–
|
-$212K
|
-2,155
|
Closed
|
|
|
1022
|
Joel Isaacson & Co
New York
|
–
|
-$210K
|
-2,136
|
Closed
|
|
|
1023
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
–
|
-$210K
|
-2,135
|
Closed
|
|
|
1024
|
Physicians Financial Services
Raleigh,
North Carolina
|
–
|
-$210K
|
-2,129
|
Closed
|
|
|
1025
|
Round Rock Advisors
Wilton,
Connecticut
|
–
|
-$208K
|
-2,107
|
Closed
|
|
