|
1101
|
Iams Wealth Management
Omaha,
Nebraska
|
–
|
-$215K
|
-1,458
|
Closed
|
|
|
1102
|
Inscription Capital
Houston,
Texas
|
–
|
-$220K
|
-1,430
|
Closed
|
|
|
1103
|
Boltwood Capital Management
Walnut Creek,
California
|
–
|
-$220K
|
-1,428
|
Closed
|
|
|
1104
|
Shelton Capital Management
Denver,
Colorado
|
–
|
-$220K
|
-1,427
|
Closed
|
|
|
1105
|
Paragon Financial Partners
Woodland Hills,
California
|
–
|
-$220K
|
-1,426
|
Closed
|
|
|
1106
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
–
|
-$218K
|
-1,412
|
Closed
|
|
|
1107
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$216K
|
-1,398
|
Closed
|
|
|
1108
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
–
|
-$215K
|
-1,396
|
Closed
|
|
|
1109
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
–
|
-$214K
|
-1,389
|
Closed
|
|
|
1110
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
–
|
-$210K
|
-1,361
|
Closed
|
|
|
1111
|
AJOVista
Boston,
Massachusetts
|
–
|
-$209K
|
-1,355
|
Closed
|
|
|
1112
|
Atomi Financial Group
New York
|
–
|
-$203K
|
-1,318
|
Closed
|
|
|
1113
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
–
|
-$203K
|
-1,318
|
Closed
|
|
|
1114
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$203K
|
-1,314
|
Closed
|
|
|
1115
|
Empower Advisory Group
Greenwood Village,
Colorado
|
–
|
-$202K
|
-1,310
|
Closed
|
|
|
1116
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
–
|
-$201K
|
-1,303
|
Closed
|
|
|
1117
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
–
|
-$200K
|
-1,300
|
Closed
|
|
|
1118
|
Journey Advisory Group
Covington,
Kentucky
|
–
|
-$200K
|
-1,300
|
Closed
|
|
|
1119
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
–
|
-$155K
|
-1,013
|
Closed
|
|
|
1120
|
China Universal Asset Management Company
Shanghai,
China
|
–
|
-$144K
|
-936
|
Closed
|
|
|
1121
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
–
|
-$405K
|
-880
|
Closed
|
|
|
1122
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
–
|
-$114K
|
-738
|
Closed
|
|
|
1123
|
Accordant Advisory Group
Annapolis,
Maryland
|
–
|
-$113K
|
-732
|
Closed
|
|
|
1124
|
|
–
|
-$57.7K
|
-374
|
Closed
|
|
|
1125
|
SouthState Corp
Winter Haven,
Florida
|
–
|
-$47.2K
|
-306
|
Closed
|
|
