|
926
|
Adero Partners
Pleasanton,
California
|
–
|
-$205K
|
-4,000
|
Closed
|
|
|
927
|
Annex Advisory Services
Brookfield,
Wisconsin
|
–
|
-$205K
|
-4,000
|
Closed
|
|
|
928
|
Dynamic Technology Lab
Singapore
|
–
|
-$205K
|
-3,997
|
Closed
|
|
|
929
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
–
|
-$201K
|
-3,930
|
Closed
|
|
|
930
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
–
|
-$200K
|
-3,911
|
Closed
|
|
|
931
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$164K
|
-3,196
|
Closed
|
|
|
932
|
Nomura Asset Management
Tokyo,
Japan
|
–
|
-$149K
|
-2,910
|
Closed
|
|
|
933
|
VisionPoint Advisory Group
Dallas,
Texas
|
–
|
-$102K
|
-1,986
|
Closed
|
|
|
934
|
Payden & Rygel
Los Angeles,
California
|
–
|
-$90K
|
-1,747
|
Closed
|
|
|
935
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$87.1K
|
-1,700
|
Closed
|
|
|
936
|
Private Capital Management (Colorado)
Denver,
Colorado
|
–
|
-$62.8K
|
-1,226
|
Closed
|
|
|
937
|
The Family Firm
Bethesda,
Maryland
|
–
|
-$48.7K
|
-950
|
Closed
|
|
|
938
|
Redwood Wealth Management Group
Medford,
New Jersey
|
–
|
-$41.2K
|
-805
|
Closed
|
|
|
939
|
Matthew Hamilton Rosenberg
|
–
|
-$30.7K
|
-601
|
Closed
|
|
|
940
|
Versant Capital Management
Phoenix,
Arizona
|
–
|
-$21.9K
|
-427
|
Closed
|
|
|
941
|
Triad Wealth Partners
Lawrence,
Kansas
|
–
|
-$18.1K
|
-354
|
Closed
|
|
|
942
|
Kelly Financial Services
Braintree,
Massachusetts
|
–
|
-$14.2K
|
-277
|
Closed
|
|
|
943
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
–
|
-$13.9K
|
-272
|
Closed
|
|
|
944
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
–
|
-$12.9K
|
-252
|
Closed
|
|
|
945
|
Opal Wealth Advisors
Jericho,
New York
|
–
|
-$7.79K
|
-152
|
Closed
|
|
|
946
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$5.12K
|
-100
|
Closed
|
|
|
947
|
FAS Wealth Partners
Leawood,
Kansas
|
–
|
-$667
|
-13
|
Closed
|
|
