|
1076
|
One Capital Management
Westlake Village,
California
|
–
|
-$266K
|
-3,200
|
Closed
|
|
|
1077
|
Retireful LLC
Haslett,
Michigan
|
–
|
-$269K
|
-3,194
|
Closed
|
|
|
1078
|
Aries Wealth Management
Portland,
Maine
|
–
|
-$265K
|
-3,189
|
Closed
|
|
|
1079
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
–
|
-$261K
|
-3,144
|
Closed
|
|
|
1080
|
Boston Family Office
Boston,
Massachusetts
|
–
|
-$259K
|
-3,120
|
Closed
|
|
|
1081
|
CFC Planning Company
Cicero,
Indiana
|
–
|
-$259K
|
-3,120
|
Closed
|
|
|
1082
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
–
|
-$256K
|
-3,083
|
Closed
|
|
|
1083
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
–
|
-$253K
|
-3,054
|
Closed
|
|
|
1084
|
NorthRock Partners
Minneapolis,
Minnesota
|
–
|
-$253K
|
-3,048
|
Closed
|
|
|
1085
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
–
|
-$253K
|
-3,046
|
Closed
|
|
|
1086
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
–
|
-$251K
|
-3,019
|
Closed
|
|
|
1087
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
–
|
-$249K
|
-3,001
|
Closed
|
|
|
1088
|
Texas Bank & Trust
Longview,
Texas
|
–
|
-$249K
|
-3,000
|
Closed
|
|
|
1089
|
Douglas Lane & Associates
New York
|
–
|
-$246K
|
-2,969
|
Closed
|
|
|
1090
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$244K
|
-2,945
|
Closed
|
|
|
1091
|
Montecito Bank & Trust
Santa Barbara,
California
|
–
|
-$244K
|
-2,943
|
Closed
|
|
|
1092
|
|
–
|
-$243K
|
-2,930
|
Closed
|
|
|
1093
|
CI Investments Inc
Toronto,
Ontario, Canada
|
–
|
-$239K
|
-2,878
|
Closed
|
|
|
1094
|
Vancity Investment Management
Vancouver,
British Columbia, Canada
|
–
|
-$238K
|
-2,871
|
Closed
|
|
|
1095
|
Brand Asset Management Group
Chesterfield,
Missouri
|
–
|
-$237K
|
-2,857
|
Closed
|
|
|
1096
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$235K
|
-2,835
|
Closed
|
|
|
1097
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$233K
|
-2,807
|
Closed
|
|
|
1098
|
Peregrine Asset Advisers
Portland,
Oregon
|
–
|
-$232K
|
-2,800
|
Closed
|
|
|
1099
|
Abacus Wealth Partners
Santa Monica,
California
|
–
|
-$231K
|
-2,788
|
Closed
|
|
|
1100
|
Quintet Private Bank (Europe)
Luxembourg
|
–
|
-$229K
|
-2,755
|
Closed
|
|
