|
801
|
Verity & Verity
Beaufort,
South Carolina
|
–
|
-$145K
|
-31,493
|
Closed
|
|
|
802
|
Adero Partners
Pleasanton,
California
|
–
|
-$141K
|
-30,758
|
Closed
|
|
|
803
|
First Foundation Advisors
Irvine,
California
|
–
|
-$140K
|
-30,613
|
Closed
|
|
|
804
|
American Century Companies
Kansas City,
Missouri
|
–
|
-$139K
|
-30,285
|
Closed
|
|
|
805
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$120K
|
-26,039
|
Closed
|
|
|
806
|
Old North State Trust
Greensboro,
North Carolina
|
–
|
-$118K
|
-25,558
|
Closed
|
|
|
807
|
SWS Partners
Columbus,
Ohio
|
–
|
-$116K
|
-25,230
|
Closed
|
|
|
808
|
Circle Wealth Management
Summit,
New Jersey
|
–
|
-$114K
|
-24,794
|
Closed
|
|
|
809
|
Leap Investments
Chicago,
Illinois
|
–
|
-$109K
|
-23,600
|
Closed
|
|
|
810
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
–
|
-$103K
|
-22,421
|
Closed
|
|
|
811
|
Fortem Financial Group
Palm Desert,
California
|
–
|
-$102K
|
-22,100
|
Closed
|
|
|
812
|
BTR Capital Management
Oakland,
California
|
–
|
-$100K
|
-21,771
|
Closed
|
|
|
813
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$94K
|
-20,415
|
Closed
|
|
|
814
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
–
|
-$91K
|
-19,803
|
Closed
|
|
|
815
|
ProVise Management Group
Clearwater,
Florida
|
–
|
-$89K
|
-19,310
|
Closed
|
|
|
816
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$84K
|
-18,036
|
Closed
|
|
|
817
|
State Street
Boston,
Massachusetts
|
–
|
-$83K
|
-17,952
|
Closed
|
|
|
818
|
Alterna Wealth Management
Houston,
Texas
|
–
|
-$78K
|
-17,025
|
Closed
|
|
|
819
|
Birch Capital Management
Dallas,
Texas
|
–
|
-$70K
|
-15,159
|
Closed
|
|
|
820
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$69K
|
-14,930
|
Closed
|
|
|
821
|
TD Asset Management
Toronto,
Ontario, Canada
|
–
|
-$68K
|
-14,860
|
Closed
|
|
|
822
|
Arkos Global Advisors
Houston,
Texas
|
–
|
-$68K
|
-14,859
|
Closed
|
|
|
823
|
Covenant Asset Management
Chester,
New Jersey
|
–
|
-$61K
|
-13,358
|
Closed
|
|
|
824
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$61K
|
-13,295
|
Closed
|
|
|
825
|
FAS Wealth Partners
Leawood,
Kansas
|
–
|
-$60K
|
-13,014
|
Closed
|
|
