|
626
|
Vontobel Holding
Zurich,
Switzerland
|
–
|
-$207K
|
-2,999
|
Closed
|
|
|
627
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$106K
|
-2,200
|
Closed
|
|
|
628
|
Nikko Asset Management Americas
New York
|
–
|
-$57K
|
-1,168
|
Closed
|
|
|
629
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$50K
|
-1,044
|
Closed
|
|
|
630
|
Neo Ivy Capital Management
New York
|
–
|
-$49K
|
-1,006
|
Closed
|
|
|
631
|
Planned Solutions
Folsom,
California
|
–
|
-$37K
|
-774
|
Closed
|
|
|
632
|
AJO LP
Philadelphia,
Pennsylvania
|
–
|
-$33K
|
-686
|
Closed
|
|
|
633
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
–
|
-$26K
|
-534
|
Closed
|
|
|
634
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$25K
|
-521
|
Closed
|
|
|
635
|
First Command Bank
Fort Worth,
Texas
|
–
|
-$23K
|
-477
|
Closed
|
|
|
636
|
First Command Financial Services
Fort Worth,
Texas
|
–
|
-$23K
|
-477
|
Closed
|
|
|
637
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$13K
|
-269
|
Closed
|
|
|
638
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$8K
|
-157
|
Closed
|
|
|
639
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$7K
|
-144
|
Closed
|
|
|
640
|
Inspire Advisors
Meridian,
Idaho
|
–
|
-$7K
|
-136
|
Closed
|
|
|
641
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
–
|
-$4K
|
-86
|
Closed
|
|
|
642
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
–
|
-$1K
|
-25
|
Closed
|
|
|
643
|
|
–
|
-$1K
|
-16
|
Closed
|
|
|
644
|
Summit Wealth Group
White River Junction,
Vermont
|
–
|
+$274
|
+4
|
New
|
|
|
645
|
Firestone Capital Management
Coral Gables,
Florida
|
–
|
+$342
|
+5
|
New
|
|
|
646
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
+$342
|
+5
|
New
|
|
