|
851
|
Cypress Capital Group
Palm Beach,
Florida
|
–
|
-$260K
|
-8,300
|
Closed
|
|
|
852
|
RBO & Co
Saint Helena,
California
|
–
|
-$254K
|
-8,084
|
Closed
|
|
|
853
|
First Trust Direct Indexing
Boston,
Massachusetts
|
–
|
-$247K
|
-7,880
|
Closed
|
|
|
854
|
Vise Technologies
New York
|
–
|
-$243K
|
-7,736
|
Closed
|
|
|
855
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
–
|
-$219K
|
-6,972
|
Closed
|
|
|
856
|
Fermata Advisors
Sonoma,
California
|
–
|
-$213K
|
-6,796
|
Closed
|
|
|
857
|
Aureus Asset Management
Boston,
Massachusetts
|
–
|
-$213K
|
-6,792
|
Closed
|
|
|
858
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$208K
|
-6,640
|
Closed
|
|
|
859
|
Maverick Capital
Dallas,
Texas
|
–
|
-$208K
|
-6,620
|
Closed
|
|
|
860
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$203K
|
-6,456
|
Closed
|
|
|
861
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$171K
|
-5,436
|
Closed
|
|
|
862
|
Marquette Asset Management
Minneapolis,
Minnesota
|
–
|
-$160K
|
-5,092
|
Closed
|
|
|
863
|
Standard Family Office
Sioux Falls,
South Dakota
|
–
|
-$155K
|
-4,940
|
Closed
|
|
|
864
|
Summit Securities Group
New York
|
–
|
-$133K
|
-4,252
|
Closed
|
|
|
865
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
–
|
-$105K
|
-3,356
|
Closed
|
|
|
866
|
Clearstead Advisors
Cleveland,
Ohio
|
–
|
-$71K
|
-2,276
|
Closed
|
|
|
867
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
–
|
-$57K
|
-1,808
|
Closed
|
|
|
868
|
Cambridge Trust
Cambridge,
Massachusetts
|
–
|
-$23K
|
-740
|
Closed
|
|
|
869
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$22K
|
-720
|
Closed
|
|
|
870
|
High Net Worth Advisory Group
Naples,
Florida
|
–
|
-$19K
|
-600
|
Closed
|
|
|
871
|
Financial Gravity Asset Management
Lakeway,
Texas
|
–
|
-$4
|
-500
|
Closed
|
|
|
872
|
|
–
|
-$13K
|
-436
|
Closed
|
|
|
873
|
Laffer Tengler Investments
Nashville,
Tennessee
|
–
|
-$4.77K
|
-152
|
Closed
|
|
|
874
|
Bellwether Advisors
Lincoln,
Nebraska
|
–
|
-$4K
|
-144
|
Closed
|
|
|
875
|
Cordant Inc
Portland,
Oregon
|
–
|
-$5K
|
-144
|
Closed
|
|
