|
801
|
Waverly Advisors
Birmingham,
Alabama
|
–
|
-$253K
|
-2,456
|
Closed
|
|
|
802
|
Capstone Investment Advisors
New York
|
–
|
-$252K
|
-2,451
|
Closed
|
|
|
803
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$248K
|
-2,412
|
Closed
|
|
|
804
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
–
|
-$243K
|
-2,365
|
Closed
|
|
|
805
|
Arcataur Capital Management
Milwaukee,
Wisconsin
|
–
|
-$240K
|
-2,335
|
Closed
|
|
|
806
|
Stephens Inc
Little Rock,
Arkansas
|
–
|
-$239K
|
-2,324
|
Closed
|
|
|
807
|
Aprio Wealth Management
Atlanta,
Georgia
|
–
|
-$236K
|
-2,294
|
Closed
|
|
|
808
|
Kendall Capital Management
Rockville,
Maryland
|
–
|
-$228K
|
-2,215
|
Closed
|
|
|
809
|
Wealthspire Advisors (New York)
New York
|
–
|
-$226K
|
-2,200
|
Closed
|
|
|
810
|
Modera Wealth Management
Westwood,
New Jersey
|
–
|
-$217K
|
-2,111
|
Closed
|
|
|
811
|
Vision Retirement
Ridgewood,
New Jersey
|
–
|
-$217K
|
-2,106
|
Closed
|
|
|
812
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
–
|
-$216K
|
-2,100
|
Closed
|
|
|
813
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$214K
|
-2,080
|
Closed
|
|
|
814
|
|
–
|
-$211K
|
-2,044
|
Closed
|
|
|
815
|
Abacus Planning Group
Columbia,
South Carolina
|
–
|
-$207K
|
-2,014
|
Closed
|
|
|
816
|
D'Orazio & Associates
Falls Church,
Virginia
|
–
|
-$207K
|
-2,010
|
Closed
|
|
|
817
|
Atomi Financial Group
New York
|
–
|
-$206K
|
-2,005
|
Closed
|
|
|
818
|
Auxier Asset Management
Aurora,
Oregon
|
–
|
-$206K
|
-2,000
|
Closed
|
|
|
819
|
Choreo LLC
Rockford,
Illinois
|
–
|
-$206K
|
-2,000
|
Closed
|
|
|
820
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$206K
|
-1,999
|
Closed
|
|
|
821
|
AMJ Financial Wealth Management
Leesburg,
Virginia
|
–
|
-$205K
|
-1,991
|
Closed
|
|
|
822
|
Claret Asset Management
Montreal,
Quebec, Canada
|
–
|
-$201K
|
-1,955
|
Closed
|
|
|
823
|
Guidance Capital
Lousville,
Kentucky
|
–
|
-$229K
|
-1,831
|
Closed
|
|
|
824
|
|
–
|
-$186K
|
-1,810
|
Closed
|
|
|
825
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$49.4K
|
-481
|
Closed
|
|
