|
626
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
–
|
-$204K
|
-13,625
|
Closed
|
|
|
627
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
–
|
-$186K
|
-12,383
|
Closed
|
|
|
628
|
CMT Capital Markets Trading
Frankfurt,
Germany
|
–
|
-$254K
|
-11,250
|
Closed
|
|
|
629
|
Calton & Associates
Tampa,
Florida
|
–
|
-$214K
|
-10,921
|
Closed
|
|
|
630
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$153K
|
-10,200
|
Closed
|
|
|
631
|
Zurich Insurance Group
Zurich,
Switzerland
|
–
|
-$151K
|
-10,066
|
Closed
|
|
|
632
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$151K
|
-10,050
|
Closed
|
|
|
633
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
–
|
-$150K
|
-10,000
|
Closed
|
|
|
634
|
Man Group
London,
United Kingdom
|
–
|
-$80K
|
-5,319
|
Closed
|
|
|
635
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$51K
|
-3,418
|
Closed
|
|
|
636
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$50K
|
-3,305
|
Closed
|
|
|
637
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$26K
|
-1,742
|
Closed
|
|
|
638
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
–
|
-$22K
|
-1,435
|
Closed
|
|
|
639
|
Destination Wealth Management
Walnut Creek,
California
|
–
|
-$19K
|
-1,300
|
Closed
|
|
|
640
|
Oakworth Capital
Birmingham,
Alabama
|
–
|
-$12K
|
-800
|
Closed
|
|
|
641
|
Icon Wealth Partners
Houston,
Texas
|
–
|
-$11K
|
-763
|
Closed
|
|
|
642
|
RWA Wealth Partners
Newton,
Massachusetts
|
–
|
-$6K
|
-370
|
Closed
|
|
|
643
|
Royal Fund Management
Lady Lake,
Florida
|
–
|
-$3K
|
-263
|
Closed
|
|
|
644
|
Macroview Investment Management
Bethesda,
Maryland
|
–
|
-$3K
|
-216
|
Closed
|
|
|
645
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
–
|
-$1K
|
-100
|
Closed
|
|
|
646
|
Price Wealth
Austin,
Texas
|
–
|
-$1K
|
-77
|
Closed
|
|
|
647
|
Gryphon Financial Partners
Columbus,
Ohio
|
–
|
-$1K
|
-60
|
Closed
|
|
|
648
|
McAdam LLC
Philadelphia,
Pennsylvania
|
–
|
+$23
|
+1
|
New
|
|
|
649
|
American Research & Management Company
Marion,
Massachusetts
|
–
|
+$113
|
+5
|
New
|
|
|
650
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
+$113
|
+5
|
+100%
|
|
