|
801
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$209K
|
-2,860
|
Closed
|
|
|
802
|
YHB Investment Advisors
West Hartford,
Connecticut
|
–
|
-$208K
|
-2,850
|
Closed
|
|
|
803
|
CAAS Capital Management
New York
|
–
|
-$201K
|
-2,761
|
Closed
|
|
|
804
|
PGGM Investments
Zeist,
Netherlands
|
–
|
-$190K
|
-2,600
|
Closed
|
|
|
805
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
–
|
-$76K
|
-1,043
|
Closed
|
|
|
806
|
CVA Family Office
Denver,
Colorado
|
–
|
-$57K
|
-785
|
Closed
|
|
|
807
|
tru Independence
Portland,
Oregon
|
–
|
-$51K
|
-709
|
Closed
|
|
|
808
|
KB Financial Partners
Princeton,
New Jersey
|
–
|
-$45K
|
-620
|
Closed
|
|
|
809
|
Savior LLC
Wellesley Hills,
Massachusetts
|
–
|
-$36K
|
-494
|
Closed
|
|
|
810
|
Summit Wealth Group
White River Junction,
Vermont
|
–
|
-$30K
|
-417
|
Closed
|
|
|
811
|
Brown Brothers Harriman & Co
New York
|
–
|
-$22K
|
-304
|
Closed
|
|
|
812
|
Harvest Fund Management
Beijing,
China
|
–
|
-$17K
|
-234
|
Closed
|
|
|
813
|
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
|
–
|
-$14K
|
-216
|
Closed
|
|
|
814
|
Beck Bode LLC
Dedham,
Massachusetts
|
–
|
-$15K
|
-200
|
Closed
|
|
|
815
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$13K
|
-185
|
Closed
|
|
|
816
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$12K
|
-165
|
Closed
|
|
|
817
|
Accel Wealth Management
Waverly,
Iowa
|
–
|
-$5K
|
-70
|
Closed
|
|
|
818
|
Private Ocean
San Rafael,
California
|
–
|
-$4K
|
-48
|
Closed
|
|
|
819
|
Tradition Wealth Management
Edina,
Minnesota
|
–
|
-$3K
|
-40
|
Closed
|
|
|
820
|
Wolff Wiese Magana
Carslbad,
California
|
–
|
-$1K
|
-17
|
Closed
|
|
|
821
|
Capco Asset Management
Tampa,
Florida
|
–
|
-$1K
|
-16
|
Closed
|
|
|
822
|
Syverson Strege & Co
West Des Moines,
Iowa
|
–
|
+$200
|
+3
|
New
|
|
|
823
|
Consolidated Planning Corp
Atlanta,
Georgia
|
–
|
+$401
|
+6
|
New
|
|
