|
651
|
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
–
|
-$552K
|
-6,783
|
Closed
|
|
|
652
|
Bridge Advisory
Pasadena,
California
|
–
|
-$545K
|
-6,700
|
Closed
|
|
|
653
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$533K
|
-6,552
|
Closed
|
|
|
654
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$451K
|
-5,544
|
Closed
|
|
|
655
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$325K
|
-3,994
|
Closed
|
|
|
656
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$328K
|
-3,784
|
Closed
|
|
|
657
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$307K
|
-3,780
|
Closed
|
|
|
658
|
LVZ Inc
Holland,
Michigan
|
–
|
-$291K
|
-3,574
|
Closed
|
|
|
659
|
Jordan Park Group
San Francisco,
California
|
–
|
-$259K
|
-3,180
|
Closed
|
|
|
660
|
|
–
|
-$251K
|
-3,092
|
Closed
|
|
|
661
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$249K
|
-3,068
|
Closed
|
|
|
662
|
SkyOak Wealth
Southfield,
Michigan
|
–
|
-$238K
|
-2,926
|
Closed
|
|
|
663
|
Leo Brokerage
Hurst,
Texas
|
–
|
-$213K
|
-2,625
|
Closed
|
|
|
664
|
Old National Bancorp
Evansville,
Indiana
|
–
|
-$209K
|
-2,570
|
Closed
|
|
|
665
|
|
–
|
-$205K
|
-2,521
|
Closed
|
|
|
666
|
Canton Hathaway
Providence,
Rhode Island
|
–
|
-$204K
|
-2,514
|
Closed
|
|
|
667
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$118K
|
-1,456
|
Closed
|
|
|
668
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$97K
|
-1,198
|
Closed
|
|
|
669
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
–
|
-$76K
|
-938
|
Closed
|
|
|
670
|
Planned Solutions
Folsom,
California
|
–
|
-$45K
|
-552
|
Closed
|
|
|
671
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
–
|
-$44K
|
-540
|
Closed
|
|
|
672
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
–
|
-$37K
|
-464
|
Closed
|
|
|
673
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
–
|
-$37K
|
-450
|
Closed
|
|
|
674
|
Asset Planning Corporation
Knoxville,
Tennessee
|
–
|
-$21K
|
-254
|
Closed
|
|
|
675
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$16K
|
-198
|
Closed
|
|
