|
801
|
Balentine LLC
Atlanta,
Georgia
|
–
|
-$209K
|
-1,344
|
Closed
|
|
|
802
|
Moors & Cabot
Boston,
Massachusetts
|
–
|
-$209K
|
-1,342
|
Closed
|
|
|
803
|
Ballentine Partners
Waltham,
Massachusetts
|
–
|
-$209K
|
-1,335
|
Closed
|
|
|
804
|
Courier Capital
Buffalo,
New York
|
–
|
-$201K
|
-1,289
|
Closed
|
|
|
805
|
Independent Financial Group
San Diego,
California
|
–
|
-$201K
|
-1,289
|
Closed
|
|
|
806
|
Quantbot Technologies
New York
|
–
|
-$106K
|
-685
|
Closed
|
|
|
807
|
Dupont Capital Management
Wilmington,
Delaware
|
–
|
-$65K
|
-420
|
Closed
|
|
|
808
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
–
|
-$74K
|
-405
|
Closed
|
|
|
809
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$48K
|
-310
|
Closed
|
|
|
810
|
Kozak & Associates
Highlands Ranch,
Colorado
|
–
|
-$35K
|
-237
|
Closed
|
|
|
811
|
Tradewinds Capital Management
Bellingham,
Washington
|
–
|
-$31K
|
-200
|
Closed
|
|
|
812
|
Carl Stuart Investment Advisor
Austin,
Texas
|
–
|
-$31K
|
-199
|
Closed
|
|
|
813
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
–
|
-$21K
|
-136
|
Closed
|
|
|
814
|
McClarren Financial Advisors
State College,
Pennsylvania
|
–
|
-$17K
|
-114
|
Closed
|
|
|
815
|
CVA Family Office
Denver,
Colorado
|
–
|
-$16K
|
-105
|
Closed
|
|
|
816
|
|
–
|
-$12K
|
-82
|
Closed
|
|
|
817
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$8K
|
-53
|
Closed
|
|
|
818
|
Cordant Inc
Portland,
Oregon
|
–
|
-$5K
|
-31
|
Closed
|
|
|
819
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$2K
|
-13
|
Closed
|
|
|
820
|
CNB Bank
Clearfield,
Pennsylvania
|
–
|
-$2K
|
-13
|
Closed
|
|
|
821
|
Tarbox Family Office
Newport Beach,
California
|
–
|
-$2K
|
-13
|
Closed
|
|
|
822
|
West Paces Advisors
Atlanta,
Georgia
|
–
|
-$467
|
-3
|
Closed
|
|
|
823
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
–
|
+$290
|
+2
|
New
|
|
