|
1001
|
Optimize Financial
Laguna Hills,
California
|
–
|
-$217K
|
-1,441
|
Closed
|
|
|
1002
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
–
|
-$238K
|
-1,438
|
Closed
|
|
|
1003
|
|
–
|
-$213K
|
-1,412
|
Closed
|
|
|
1004
|
KFG Wealth Management
Granger,
Indiana
|
–
|
-$205K
|
-1,360
|
Closed
|
|
|
1005
|
Callan Family Office
Radnor,
Pennsylvania
|
–
|
-$204K
|
-1,349
|
Closed
|
|
|
1006
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$204K
|
-1,337
|
Closed
|
|
|
1007
|
Menard Financial Group
Houston,
Texas
|
–
|
-$109K
|
-723
|
Closed
|
|
|
1008
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
–
|
-$90.5K
|
-600
|
Closed
|
|
|
1009
|
Eagle Bay Advisors
New York
|
–
|
-$56.7K
|
-376
|
Closed
|
|
|
1010
|
|
–
|
-$45K
|
-300
|
Closed
|
|
|
1011
|
Penserra Capital Management
Orinda,
California
|
–
|
-$42K
|
-283
|
Closed
|
|
|
1012
|
FPC Investment Advisory
Petaluma,
California
|
–
|
-$44.9K
|
-275
|
Closed
|
|
|
1013
|
Mendota Financial Group
Madison,
Wisconsin
|
–
|
-$23.7K
|
-157
|
Closed
|
|
|
1014
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$20K
|
-132
|
Closed
|
|
|
1015
|
Castleview Partners
Dallas,
Texas
|
–
|
-$16.9K
|
-112
|
Closed
|
|
|
1016
|
Venturi Wealth Management
Austin,
Texas
|
–
|
-$15.5K
|
-103
|
Closed
|
|
|
1017
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
–
|
-$15K
|
-100
|
Closed
|
|
|
1018
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$10.5K
|
-70
|
Closed
|
|
|
1019
|
MidAtlantic Capital Management
Richmond,
Virginia
|
–
|
-$10.1K
|
-67
|
Closed
|
|
|
1020
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$9.66K
|
-64
|
Closed
|
|
|
1021
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$8.61K
|
-57
|
Closed
|
|
|
1022
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
–
|
-$7.54K
|
-50
|
Closed
|
|
|
1023
|
Centricity Wealth Management
Westerville,
Ohio
|
–
|
-$4.22K
|
-28
|
Closed
|
|
|
1024
|
Sugar Maple Asset Management
Sister Bay,
Wisconsin
|
–
|
-$3.77K
|
-25
|
Closed
|
|
|
1025
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$2.41K
|
-16
|
Closed
|
|
