|
1076
|
Impact Partnership Wealth
Marietta,
Georgia
|
–
|
-$370K
|
-2,011
|
Closed
|
|
|
1077
|
Covenant Partners
Nashville,
Tennessee
|
–
|
-$363K
|
-1,975
|
Closed
|
|
|
1078
|
Capital Group Private Client Services
Los Angeles,
California
|
–
|
-$361K
|
-1,961
|
Closed
|
|
|
1079
|
Mirabella Financial Services
London,
United Kingdom
|
–
|
-$338K
|
-1,835
|
Closed
|
|
|
1080
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$316K
|
-1,706
|
Closed
|
|
|
1081
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$281K
|
-1,530
|
Closed
|
|
|
1082
|
L2 Asset Management
Wayland,
Massachusetts
|
–
|
-$275K
|
-1,495
|
Closed
|
|
|
1083
|
Polymer Capital Management
New York
|
–
|
-$264K
|
-1,437
|
Closed
|
|
|
1084
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$255K
|
-1,384
|
Closed
|
|
|
1085
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$252K
|
-1,367
|
Closed
|
|
|
1086
|
Capital Insight Partners
Scottsdale,
Arizona
|
–
|
-$248K
|
-1,349
|
Closed
|
|
|
1087
|
Wealthspire Advisors (New York)
New York
|
–
|
-$238K
|
-1,291
|
Closed
|
|
|
1088
|
Insigneo Advisory Services
Miami,
Florida
|
–
|
-$237K
|
-1,286
|
Closed
|
|
|
1089
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$230K
|
-1,248
|
Closed
|
|
|
1090
|
Zinnia Wealth Advisory
Ocala,
Florida
|
–
|
-$227K
|
-1,234
|
Closed
|
|
|
1091
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$210K
|
-1,141
|
Closed
|
|
|
1092
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
–
|
-$205K
|
-1,117
|
Closed
|
|
|
1093
|
Panagora Asset Management
Boston,
Massachusetts
|
–
|
-$205K
|
-1,114
|
Closed
|
|
|
1094
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$200K
|
-1,088
|
Closed
|
|
|
1095
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$228K
|
-1,064
|
Closed
|
|
|
1096
|
Twin Tree Management
Dallas,
Texas
|
–
|
-$219K
|
-1,063
|
Closed
|
|
|
1097
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$153K
|
-834
|
Closed
|
|
|
1098
|
McIlrath & Eck
Arlington,
Washington
|
–
|
-$79.1K
|
-430
|
Closed
|
|
|
1099
|
TCTC Holdings
Dallas,
Texas
|
–
|
-$57.4K
|
-312
|
Closed
|
|
|
1100
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
–
|
-$54K
|
-294
|
Closed
|
|
