|
2326
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$378K
|
-2,712
|
Closed
|
|
|
2327
|
Oasis Advisors
Forest City,
Iowa
|
–
|
-$376K
|
-2,700
|
Closed
|
|
|
2328
|
Sustainable Insight Capital Management
New York
|
–
|
-$354K
|
-2,538
|
Closed
|
|
|
2329
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$332K
|
-2,381
|
Closed
|
|
|
2330
|
Real Talk Capital
Franklin,
Tennessee
|
–
|
-$328K
|
-2,356
|
Closed
|
|
|
2331
|
Bellecapital
Zurich,
Switzerland
|
–
|
-$317K
|
-2,278
|
Closed
|
|
|
2332
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
–
|
-$298K
|
-2,140
|
Closed
|
|
|
2333
|
Asahi Life Asset Management
Tokyo,
Japan
|
–
|
-$287K
|
-2,062
|
Closed
|
|
|
2334
|
Van Diest Capital
Poly City,
Iowa
|
–
|
-$286K
|
-2,052
|
Closed
|
|
|
2335
|
Calton & Associates
Tampa,
Florida
|
–
|
-$284K
|
-2,038
|
Closed
|
|
|
2336
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
-$280K
|
-2,008
|
Closed
|
|
|
2337
|
Carl Stuart Investment Advisor
Austin,
Texas
|
–
|
-$279K
|
-2,000
|
Closed
|
|
|
2338
|
S.E.E.D. Planning Group
Binghamton,
New York
|
–
|
-$279K
|
-2,000
|
Closed
|
|
|
2339
|
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
|
–
|
-$276K
|
-1,979
|
Closed
|
|
|
2340
|
Lombard Odier Asset Management (USA)
New York
|
–
|
-$258K
|
-1,958
|
Closed
|
|
|
2341
|
Holistic Financial Partners
Indianapolis,
Indiana
|
–
|
-$264K
|
-1,896
|
Closed
|
|
|
2342
|
Lazari Capital Management
Woodland Hills,
California
|
–
|
-$264K
|
-1,892
|
Closed
|
|
|
2343
|
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
–
|
-$261K
|
-1,870
|
Closed
|
|
|
2344
|
FAS Wealth Partners
Leawood,
Kansas
|
–
|
-$256K
|
-1,840
|
Closed
|
|
|
2345
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
–
|
-$256K
|
-1,840
|
Closed
|
|
|
2346
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
–
|
-$253K
|
-1,813
|
Closed
|
|
|
2347
|
Charles Schwab Trust
Henderson,
Nevada
|
–
|
-$252K
|
-1,810
|
Closed
|
|
|
2348
|
Net Worth Advisory Group
Sandy,
Utah
|
–
|
-$247K
|
-1,771
|
Closed
|
|
|
2349
|
Athena Investment Management
Orinda,
California
|
–
|
-$244K
|
-1,749
|
Closed
|
|
|
2350
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
–
|
-$242K
|
-1,735
|
Closed
|
|
