|
301
|
Pathstone Holdings
Englewood,
New Jersey
|
–
|
-$265K
|
-9,441
|
Closed
|
|
|
302
|
Venture Visionary Partners
Sylvania,
Ohio
|
–
|
-$265K
|
-9,433
|
Closed
|
|
|
303
|
Joel Isaacson & Co
New York
|
–
|
-$243K
|
-8,655
|
Closed
|
|
|
304
|
Finivi Inc
Westborough,
Massachusetts
|
–
|
-$236K
|
-8,401
|
Closed
|
|
|
305
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
–
|
-$222K
|
-7,911
|
Closed
|
|
|
306
|
BCS Wealth Management
Johnson City,
Tennessee
|
–
|
-$218K
|
-7,756
|
Closed
|
|
|
307
|
Fortress Private Ledger
Raleigh,
North Carolina
|
–
|
-$217K
|
-7,735
|
Closed
|
|
|
308
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$214K
|
-7,623
|
Closed
|
|
|
309
|
Aurora Private Wealth
Rockaway,
New Jersey
|
–
|
-$201K
|
-7,147
|
Closed
|
|
|
310
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$200K
|
-7,130
|
Closed
|
|
|
311
|
EQ Wealth Advisors
Dallas,
Texas
|
–
|
-$106K
|
-3,788
|
Closed
|
|
|
312
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
–
|
-$41.8K
|
-1,489
|
Closed
|
|
|
313
|
Greenline Wealth Management
Boca Raton,
Florida
|
–
|
-$36K
|
-1,282
|
Closed
|
|
|
314
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$21K
|
-747
|
Closed
|
|
|
315
|
Cape Investment Advisory
Mcdonough,
Georgia
|
–
|
-$18.7K
|
-665
|
Closed
|
|
|
316
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
–
|
-$14.1K
|
-501
|
Closed
|
|
|
317
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$14K
|
-500
|
Closed
|
|
|
318
|
National Bank of Canada
Montreal,
Quebec, Canada
|
–
|
-$13.7K
|
-489
|
Closed
|
|
|
319
|
RHL Group
Holly,
Michigan
|
–
|
-$10.8K
|
-386
|
Closed
|
|
|
320
|
Security National Bank
Omaha,
Nebraska
|
–
|
-$10.4K
|
-369
|
Closed
|
|
|
321
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$7.01K
|
-250
|
Closed
|
|
|
322
|
Rockefeller Capital Management
New York
|
–
|
-$5.81K
|
-207
|
Closed
|
|
|
323
|
CX Institutional
Auburn,
Indiana
|
–
|
-$6K
|
-200
|
Closed
|
|
|
324
|
UBS Group
Zurich,
Switzerland
|
–
|
-$5.33K
|
-190
|
Closed
|
|
|
325
|
Wealth Watch Advisors
Englewood,
Colorado
|
–
|
-$4.85K
|
-173
|
Closed
|
|
