|
651
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$249K
|
-9,258
|
Closed
|
|
|
652
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$244K
|
-9,084
|
Closed
|
|
|
653
|
|
–
|
-$237K
|
-8,821
|
Closed
|
|
|
654
|
Sweet Financial Partners
Fairmont,
Minnesota
|
–
|
-$211K
|
-7,847
|
Closed
|
|
|
655
|
Maverick Capital
Dallas,
Texas
|
–
|
-$119K
|
-4,408
|
Closed
|
|
|
656
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$104K
|
-3,859
|
Closed
|
|
|
657
|
Outfitter Financial
Brunswick,
Maine
|
–
|
-$48K
|
-1,800
|
Closed
|
|
|
658
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
–
|
-$33K
|
-1,235
|
Closed
|
|
|
659
|
Providence Capital Advisors
Charlotte,
North Carolina
|
–
|
-$13K
|
-490
|
Closed
|
|
|
660
|
Neo Ivy Capital Management
New York
|
–
|
-$11K
|
-414
|
Closed
|
|
|
661
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
–
|
-$10K
|
-400
|
Closed
|
|
|
662
|
Ancora Advisors
Cleveland,
Ohio
|
–
|
-$9K
|
-350
|
Closed
|
|
|
663
|
Aquire Wealth Advisors
South Jordan,
Utah
|
–
|
-$4K
|
-151
|
Closed
|
|
|
664
|
Orion Capital Management
Coronado,
California
|
–
|
-$2K
|
-90
|
Closed
|
|
|
665
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$2K
|
-75
|
Closed
|
|
|
666
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
–
|
-$1K
|
-58
|
Closed
|
|
|
667
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
–
|
-$1K
|
-41
|
Closed
|
|
|
668
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
–
|
-$1K
|
-30
|
Closed
|
|
