|
526
|
Capitolis Advisors
New York
|
–
|
-$102K
|
-6,268
|
Closed
|
|
|
527
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
–
|
-$88K
|
-5,385
|
Closed
|
|
|
528
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$48K
|
-2,920
|
Closed
|
|
|
529
|
|
–
|
-$21K
|
-1,265
|
Closed
|
|
|
530
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$20K
|
-1,200
|
Closed
|
|
|
531
|
Altus Wealth Group
Colorado Springs,
Colorado
|
–
|
-$18K
|
-1,100
|
Closed
|
|
|
532
|
Childress Capital Advisors
Houston,
Texas
|
–
|
-$17K
|
-1,065
|
Closed
|
|
|
533
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$52K
|
-1,000
|
Closed
|
|
|
534
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$13K
|
-820
|
Closed
|
|
|
535
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$10K
|
-622
|
Closed
|
|
|
536
|
Cypress Point Wealth Management
Dallas,
Texas
|
–
|
-$7K
|
-400
|
Closed
|
|
|
537
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$4K
|
-224
|
Closed
|
|
|
538
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
–
|
-$3K
|
-186
|
Closed
|
|
|
539
|
Lebenthal Global Advisors
Hauppauge,
New York
|
–
|
-$2K
|
-164
|
Closed
|
|
|
540
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$2K
|
-155
|
Closed
|
|
|
541
|
Essex Investment Management
Boston,
Massachusetts
|
–
|
-$2K
|
-145
|
Closed
|
|
|
542
|
Tradition Wealth Management
Edina,
Minnesota
|
–
|
-$2K
|
-100
|
Closed
|
|
|
543
|
San Francisco Sentry Investment Group
San Francisco,
California
|
–
|
-$1K
|
-74
|
Closed
|
|
|
544
|
SOA Wealth Advisors
New York
|
–
|
-$221
|
-12
|
-92%
|
|
|
545
|
WealthShield Partners
Cary,
North Carolina
|
–
|
+$184
|
+10
|
New
|
|
|
546
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
+$203
|
+11
|
New
|
|
