|
751
|
Doliver Advisors
Houston,
Texas
|
–
|
-$519K
|
-10,943
|
Closed
|
|
|
752
|
Seascape Capital Management
Portsmouth,
New Hampshire
|
–
|
-$510K
|
-10,755
|
Closed
|
|
|
753
|
|
–
|
-$454K
|
-9,568
|
Closed
|
|
|
754
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$443K
|
-9,338
|
Closed
|
|
|
755
|
Evercore Wealth Management
New York
|
–
|
-$404K
|
-8,508
|
Closed
|
|
|
756
|
TIAA FSB
Jacksonville,
Florida
|
–
|
-$339K
|
-7,150
|
Closed
|
|
|
757
|
Etesian Wealth Advisors
West Linn,
Oregon
|
–
|
-$334K
|
-7,051
|
Closed
|
|
|
758
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$313K
|
-6,592
|
Closed
|
|
|
759
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$293K
|
-6,171
|
Closed
|
|
|
760
|
Renasant Bank
Tupelo,
Mississippi
|
–
|
-$281K
|
-5,917
|
Closed
|
|
|
761
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$273K
|
-5,762
|
Closed
|
|
|
762
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
–
|
-$272K
|
-5,738
|
Closed
|
|
|
763
|
Neuberger Berman Group
New York
|
–
|
-$264K
|
-5,571
|
Closed
|
|
|
764
|
Smith, Moore & Co
Clayton,
Missouri
|
–
|
-$262K
|
-5,531
|
Closed
|
|
|
765
|
WealthOne
Albany,
New York
|
–
|
-$260K
|
-5,477
|
Closed
|
|
|
766
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$232K
|
-4,886
|
Closed
|
|
|
767
|
FAS Wealth Partners
Leawood,
Kansas
|
–
|
-$228K
|
-4,801
|
Closed
|
|
|
768
|
Global Assets Advisory
Orlando,
Florida
|
–
|
-$224K
|
-4,730
|
Closed
|
|
|
769
|
AGF Management
Toronto,
Ontario, Canada
|
–
|
-$223K
|
-4,697
|
Closed
|
|
|
770
|
Sequoia Financial Advisors
Akron,
Ohio
|
–
|
-$222K
|
-4,687
|
Closed
|
|
|
771
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
–
|
-$222K
|
-4,684
|
Closed
|
|
|
772
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
–
|
-$218K
|
-4,607
|
Closed
|
|
|
773
|
Copperleaf Capital
Raleigh,
North Carolina
|
–
|
-$209K
|
-4,407
|
Closed
|
|
|
774
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
–
|
-$208K
|
-4,382
|
Closed
|
|
|
775
|
OLIO Financial Planning
Mclean,
Virginia
|
–
|
-$206K
|
-4,341
|
Closed
|
|
