|
1151
|
Lotus Technology Management
Orlando,
Florida
|
–
|
-$330K
|
-8,433
|
Closed
|
|
|
1152
|
Sovran Advisors
San Diego,
California
|
–
|
-$338K
|
-8,183
|
Closed
|
|
|
1153
|
Stiles Financial Services
Edina,
Minnesota
|
–
|
-$314K
|
-8,010
|
Closed
|
|
|
1154
|
Lazard Asset Management
New York
|
–
|
-$307K
|
-7,830
|
Closed
|
|
|
1155
|
Fiduciary Trust
Boston,
Massachusetts
|
–
|
-$297K
|
-7,580
|
Closed
|
|
|
1156
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$288K
|
-7,351
|
Closed
|
|
|
1157
|
Curated Wealth Partners
El Segundo,
California
|
–
|
-$285K
|
-7,279
|
Closed
|
|
|
1158
|
Algebris (UK)
London,
United Kingdom
|
–
|
-$284K
|
-7,241
|
Closed
|
|
|
1159
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$273K
|
-6,983
|
Closed
|
|
|
1160
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$271K
|
-6,926
|
Closed
|
|
|
1161
|
SCS Capital Management
Boston,
Massachusetts
|
–
|
-$270K
|
-6,897
|
Closed
|
|
|
1162
|
FourThought Financial Partners
Venice,
Florida
|
–
|
-$269K
|
-6,877
|
Closed
|
|
|
1163
|
Cape Ann Savings Bank
Glocuster,
Massachusetts
|
–
|
-$269K
|
-6,870
|
Closed
|
|
|
1164
|
|
–
|
-$263K
|
-6,718
|
Closed
|
|
|
1165
|
Security Financial Services
Fort Wayne,
Indiana
|
–
|
-$263K
|
-6,714
|
Closed
|
|
|
1166
|
Keel Point
Huntsville,
Alabama
|
–
|
-$262K
|
-6,685
|
Closed
|
|
|
1167
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$261K
|
-6,665
|
Closed
|
|
|
1168
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
–
|
-$260K
|
-6,630
|
Closed
|
|
|
1169
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$256K
|
-6,550
|
Closed
|
|
|
1170
|
Rice Partnership
Honolulu,
Hawaii
|
–
|
-$255K
|
-6,520
|
Closed
|
|
|
1171
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$250K
|
-6,395
|
Closed
|
|
|
1172
|
R Squared
Central,
Hong Kong
|
–
|
-$248K
|
-6,347
|
Closed
|
|
|
1173
|
|
–
|
-$247K
|
-6,301
|
Closed
|
|
|
1174
|
PDS Planning
Dublin,
Ohio
|
–
|
-$244K
|
-6,224
|
Closed
|
|
|
1175
|
Chilton Investment Company
Stamford,
Connecticut
|
–
|
-$243K
|
-6,212
|
Closed
|
|
