|
301
|
Weld Capital Management
New York
|
–
|
-$122K
|
-21,381
|
Closed
|
|
|
302
|
QCM Cayman
Houston,
Texas
|
–
|
-$115K
|
-20,100
|
Closed
|
|
|
303
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$111K
|
-20,073
|
Closed
|
|
|
304
|
Essex Investment Management
Boston,
Massachusetts
|
–
|
-$97K
|
-17,009
|
Closed
|
|
|
305
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
–
|
-$90K
|
-15,729
|
Closed
|
|
|
306
|
First Hawaiian Bank
Honolulu,
Hawaii
|
–
|
-$84K
|
-14,671
|
Closed
|
|
|
307
|
ADE LLC
Baltimore,
Maryland
|
–
|
-$77K
|
-13,537
|
Closed
|
|
|
308
|
Summit Wealth Partners
Orlando,
Florida
|
–
|
-$57.4K
|
-10,055
|
Closed
|
|
|
309
|
Janiczek Wealth Management
Denver,
Colorado
|
–
|
-$18K
|
-3,154
|
Closed
|
|
|
310
|
Oder Investment Management
Woodland Hills,
California
|
–
|
-$17K
|
-3,000
|
Closed
|
|
|
311
|
Planned Solutions
Folsom,
California
|
–
|
-$17K
|
-3,000
|
Closed
|
|
|
312
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$11K
|
-2,000
|
Closed
|
|
|
313
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$11K
|
-1,911
|
Closed
|
|
|
314
|
Front Row Advisors
Tiburon,
California
|
–
|
-$7K
|
-1,239
|
Closed
|
|
|
315
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
–
|
-$5K
|
-863
|
Closed
|
|
|
316
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$2K
|
-401
|
Closed
|
|
|
317
|
Toth Financial Advisory
Leesburg,
Virginia
|
–
|
-$2K
|
-400
|
Closed
|
|
|
318
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$2K
|
-350
|
Closed
|
|
|
319
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$2K
|
-300
|
Closed
|
|
|
320
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$1K
|
-200
|
Closed
|
|
|
321
|
AssetMark Inc
Concord,
California
|
–
|
-$1K
|
-87
|
Closed
|
|
