|
876
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$696K
|
-11,757
|
Closed
|
|
|
877
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
–
|
-$532K
|
-8,994
|
Closed
|
|
|
878
|
Asset Allocation & Management Company
Chicago,
Illinois
|
–
|
-$531K
|
-8,971
|
Closed
|
|
|
879
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$509K
|
-8,551
|
Closed
|
|
|
880
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
–
|
-$481K
|
-8,121
|
Closed
|
|
|
881
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$443K
|
-7,485
|
Closed
|
|
|
882
|
Elser Financial Planning
Indianapolis,
Indiana
|
–
|
-$433K
|
-7,320
|
Closed
|
|
|
883
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$404K
|
-6,822
|
Closed
|
|
|
884
|
Laurel Wealth Planning
Edina,
Minnesota
|
–
|
-$323K
|
-5,461
|
Closed
|
|
|
885
|
Ballentine Partners
Waltham,
Massachusetts
|
–
|
-$312K
|
-5,277
|
Closed
|
|
|
886
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$293K
|
-4,952
|
Closed
|
|
|
887
|
Estate Counselors
Thiensville,
Wisconsin
|
–
|
-$241K
|
-4,065
|
Closed
|
|
|
888
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
–
|
-$240K
|
-4,047
|
Closed
|
|
|
889
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$236K
|
-3,981
|
Closed
|
|
|
890
|
Willis Johnson & Associates
Houston,
Texas
|
–
|
-$229K
|
-3,864
|
Closed
|
|
|
891
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
–
|
-$215K
|
-3,629
|
Closed
|
|
|
892
|
Hudock Inc
Williamsport,
Pennsylvania
|
–
|
-$202K
|
-3,420
|
Closed
|
|
|
893
|
|
–
|
-$179K
|
-3,017
|
Closed
|
|
|
894
|
Raffa Wealth Management
Washington,
District of Columbia
|
–
|
-$91.3K
|
-1,543
|
Closed
|
|
|
895
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
–
|
-$77.6K
|
-1,311
|
Closed
|
|
|
896
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$55.4K
|
-935
|
Closed
|
|
|
897
|
Horizon Investments
Charlotte,
North Carolina
|
–
|
-$53.5K
|
-903
|
Closed
|
|
|
898
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
–
|
-$52K
|
-880
|
Closed
|
|
|
899
|
Financial Connections Group
Corte Madera,
California
|
–
|
-$42K
|
-725
|
Closed
|
|
|
900
|
|
–
|
-$42.6K
|
-719
|
Closed
|
|
