|
1401
|
Cribstone Capital Management
Augusta,
Maine
|
$5K
|
–
|
–
|
–
|
|
|
1402
|
Focused Wealth Management
Newburgh,
New York
|
$4K
|
–
|
–
|
–
|
|
|
1403
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$4K
|
+$1.41K
|
+24
|
+42%
|
|
|
1404
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$4K
|
+$4.35K
|
+74
|
New
|
|
|
1405
|
Kenfarb & Co
Ashland,
Kentucky
|
$4K
|
+$4.53K
|
+77
|
New
|
|
|
1406
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
1407
|
Founders Capital Management (Texas)
Houston,
Texas
|
$3K
|
+$3.12K
|
+53
|
New
|
|
|
1408
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$2K
|
-$3.89M
|
-66,073
|
-100%
|
|
|
1409
|
Mine & Arao Wealth Creation & Management
Campbell,
California
|
$2K
|
-$239K
|
-4,058
|
-99%
|
|
|
1410
|
Montag & Associates
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
1411
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$1K
|
-$360K
|
-6,116
|
-100%
|
|
|
1412
|
First Command Advisory Services
Fort Worth,
Texas
|
$1K
|
-$3.23K
|
-55
|
-67%
|
|
|
1413
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
1414
|
Silicon Valley Community Foundation
Mountain View,
California
|
–
|
-$380M
|
-6,462,577
|
Closed
|
|
|
1415
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$80.6M
|
-1,368,800
|
Closed
|
|
|
1416
|
Connable Office Inc
Kalamazoo,
Michigan
|
–
|
-$50.8M
|
-862,800
|
Closed
|
|
|
1417
|
SG Americas Securities
New York
|
–
|
-$18.5M
|
-315,000
|
Closed
|
|
|
1418
|
Progeny 3 Inc
Kirkland,
Washington
|
–
|
-$15M
|
-254,792
|
Closed
|
|
|
1419
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
–
|
-$14M
|
-238,600
|
Closed
|
|
|
1420
|
Syntal Capital Partners
Midland,
Texas
|
–
|
-$13.5M
|
-228,772
|
Closed
|
|
|
1421
|
Corient Capital Partners
Newport Beach,
California
|
–
|
-$13.1M
|
-221,895
|
Closed
|
|
|
1422
|
CCG Wealth Management
San Diego,
California
|
–
|
-$12.8M
|
-216,928
|
Closed
|
|
|
1423
|
Omnia Family Wealth
Aventura,
Florida
|
–
|
-$10.6M
|
-180,537
|
Closed
|
|
|
1424
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
–
|
-$8.31M
|
-141,281
|
Closed
|
|
|
1425
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
–
|
-$6.7M
|
-113,835
|
Closed
|
|
