|
1826
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
–
|
-$691K
|
-4,104
|
Closed
|
|
|
1827
|
McGowan Group Asset Management
Dallas,
Texas
|
–
|
-$652K
|
-3,873
|
Closed
|
|
|
1828
|
Alpha Square Group S
New York
|
–
|
-$643K
|
-3,817
|
Closed
|
|
|
1829
|
Flagship Private Wealth
Woburn,
Massachusetts
|
–
|
-$608K
|
-3,607
|
Closed
|
|
|
1830
|
Fidelity International
Hamilton,
Bermuda
|
–
|
-$595K
|
-3,530
|
Closed
|
|
|
1831
|
First Dallas Securities
Dallas,
Texas
|
–
|
-$593K
|
-3,518
|
Closed
|
|
|
1832
|
BTG Pactual Global Asset Management
Hamilton,
Bermuda
|
–
|
-$585K
|
-3,473
|
Closed
|
|
|
1833
|
Capasso Planning Partners
Charleston,
South Carolina
|
–
|
-$574K
|
-3,406
|
Closed
|
|
|
1834
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
–
|
-$559K
|
-3,320
|
Closed
|
|
|
1835
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
–
|
-$532K
|
-3,159
|
Closed
|
|
|
1836
|
Ignite Planners
San Clemente,
California
|
–
|
-$500K
|
-3,080
|
Closed
|
|
|
1837
|
Next Level Private
Harrison,
New York
|
–
|
-$516K
|
-3,062
|
Closed
|
|
|
1838
|
TRUADVICE
Sarasota,
Florida
|
–
|
-$511K
|
-3,054
|
Closed
|
|
|
1839
|
LVW Advisors
Pittsford,
New York
|
–
|
-$514K
|
-3,051
|
Closed
|
|
|
1840
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
–
|
-$508K
|
-3,018
|
Closed
|
|
|
1841
|
Clarkston Capital Partners
Rochester,
Michigan
|
–
|
-$505K
|
-3,000
|
Closed
|
|
|
1842
|
Keating Investment Counselors
Delray Beach,
Florida
|
–
|
-$414K
|
-2,455
|
Closed
|
|
|
1843
|
WealthOne
Albany,
New York
|
–
|
-$401K
|
-2,383
|
Closed
|
|
|
1844
|
|
–
|
-$396K
|
-2,348
|
Closed
|
|
|
1845
|
Chiron Investment Management
New York
|
–
|
-$395K
|
-2,345
|
Closed
|
|
|
1846
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
–
|
-$393K
|
-2,335
|
Closed
|
|
|
1847
|
Legacy Financial Advisors
Covington,
Kentucky
|
–
|
-$387K
|
-2,298
|
Closed
|
|
|
1848
|
Cahaba Wealth Management
Atlanta,
Georgia
|
–
|
-$367K
|
-2,180
|
Closed
|
|
|
1849
|
Asset Allocation & Management Company
Chicago,
Illinois
|
–
|
-$358K
|
-2,125
|
Closed
|
|
|
1850
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$356K
|
-2,115
|
Closed
|
|
