|
1051
|
Heritage Trust
Oklahoma City,
Oklahoma
|
–
|
-$381K
|
-11,623
|
Closed
|
|
|
1052
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
–
|
-$378K
|
-11,536
|
Closed
|
|
|
1053
|
Wakefield Asset Management
Englewood,
Colorado
|
–
|
-$364K
|
-11,089
|
Closed
|
|
|
1054
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$349K
|
-10,649
|
Closed
|
|
|
1055
|
Financial Counselors Inc
Overland Park,
Kansas
|
–
|
-$348K
|
-10,605
|
Closed
|
|
|
1056
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
–
|
-$347K
|
-10,594
|
Closed
|
|
|
1057
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$345K
|
-10,532
|
Closed
|
|
|
1058
|
Baker Avenue Asset Management
San Francisco,
California
|
–
|
-$336K
|
-10,253
|
Closed
|
|
|
1059
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
–
|
-$333K
|
-10,158
|
Closed
|
|
|
1060
|
Vise Technologies
New York
|
–
|
-$323K
|
-9,855
|
Closed
|
|
|
1061
|
BigSur Wealth Management
Miami,
Florida
|
–
|
-$301K
|
-9,114
|
Closed
|
|
|
1062
|
|
–
|
-$293K
|
-8,888
|
Closed
|
|
|
1063
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
–
|
-$290K
|
-8,828
|
Closed
|
|
|
1064
|
Sequoia Financial Advisors
Akron,
Ohio
|
–
|
-$286K
|
-8,759
|
Closed
|
|
|
1065
|
Schechter Investment Advisors
Birmingham,
Michigan
|
–
|
-$281K
|
-8,570
|
Closed
|
|
|
1066
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$276K
|
-8,435
|
Closed
|
|
|
1067
|
Freedom Day Solutions
Houston,
Texas
|
–
|
-$275K
|
-8,404
|
Closed
|
|
|
1068
|
Wexford Capital
West Palm Beach,
Florida
|
–
|
-$272
|
-8,300
|
Closed
|
|
|
1069
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
–
|
-$264K
|
-8,054
|
Closed
|
|
|
1070
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
–
|
-$264K
|
-8,046
|
Closed
|
|
|
1071
|
Wade Financial Advisory
Campbell,
California
|
–
|
-$263K
|
-8,013
|
Closed
|
|
|
1072
|
Johnson Bixby & Associates
Vancouver,
Washington
|
–
|
-$262K
|
-8,001
|
Closed
|
|
|
1073
|
Beck Bode LLC
Dedham,
Massachusetts
|
–
|
-$261K
|
-7,974
|
Closed
|
|
|
1074
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$260K
|
-7,926
|
Closed
|
|
|
1075
|
Fayez Sarofim & Co
Houston,
Texas
|
–
|
-$258K
|
-7,876
|
Closed
|
|
