|
526
|
Stelac Advisory Services
New York
|
–
|
-$909K
|
-33,229
|
Closed
|
|
|
527
|
Aurora Private Wealth
Rockaway,
New Jersey
|
–
|
-$836K
|
-30,695
|
Closed
|
|
|
528
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
–
|
-$773K
|
-28,374
|
Closed
|
|
|
529
|
Sandbox Financial Partners
Bethesda,
Maryland
|
–
|
-$709K
|
-26,010
|
Closed
|
|
|
530
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$646K
|
-23,751
|
Closed
|
|
|
531
|
VisionPoint Advisory Group
Dallas,
Texas
|
–
|
-$468K
|
-17,178
|
Closed
|
|
|
532
|
First Hawaiian Bank
Honolulu,
Hawaii
|
–
|
-$422K
|
-15,480
|
Closed
|
|
|
533
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
–
|
-$379K
|
-13,905
|
Closed
|
|
|
534
|
Greenleaf Trust
Kalamazoo,
Michigan
|
–
|
-$353K
|
-12,955
|
Closed
|
|
|
535
|
Rowlandmiller & Partners
Atlanta,
Georgia
|
–
|
-$344K
|
-12,638
|
Closed
|
|
|
536
|
OTA Financial Group
Purchase,
New York
|
–
|
-$332K
|
-12,193
|
Closed
|
|
|
537
|
Phoenix Financial
Givatayim,
Israel
|
–
|
-$314K
|
-11,525
|
Closed
|
|
|
538
|
Intellectus Partners
San Francisco,
California
|
–
|
-$277K
|
-10,161
|
Closed
|
|
|
539
|
United Asset Strategies
Garden City,
New York
|
–
|
-$275K
|
-10,111
|
Closed
|
|
|
540
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$270K
|
-9,912
|
Closed
|
|
|
541
|
Smith, Moore & Co
Clayton,
Missouri
|
–
|
-$243K
|
-8,919
|
Closed
|
|
|
542
|
ACG Wealth
Atlanta,
Georgia
|
–
|
-$215K
|
-7,879
|
Closed
|
|
|
543
|
Welch & Forbes
Boston,
Massachusetts
|
–
|
-$202K
|
-7,395
|
Closed
|
|
|
544
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$199K
|
-7,320
|
Closed
|
|
|
545
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$43K
|
-1,576
|
Closed
|
|
|
546
|
Vectors Research Management
New York
|
–
|
-$24K
|
-887
|
Closed
|
|
|
547
|
|
–
|
-$23K
|
-853
|
Closed
|
|
|
548
|
Waycross Partners
Louisville,
Kentucky
|
–
|
-$21K
|
-787
|
Closed
|
|
|
549
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
–
|
-$19K
|
-695
|
Closed
|
|
|
550
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
–
|
-$16K
|
-600
|
Closed
|
|
