|
626
|
W Advisors LLC
Germantown,
Tennessee
|
–
|
-$449K
|
-3,906
|
Closed
|
|
|
627
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$426K
|
-3,703
|
Closed
|
|
|
628
|
One Wealth Advisors
San Francisco,
California
|
–
|
-$400K
|
-3,480
|
Closed
|
|
|
629
|
Bleakley Financial Group
Fairfield,
New Jersey
|
–
|
-$299K
|
-2,601
|
Closed
|
|
|
630
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$299K
|
-2,601
|
Closed
|
|
|
631
|
Saxon Interests
Houston,
Texas
|
–
|
-$283K
|
-2,463
|
Closed
|
|
|
632
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$274K
|
-2,381
|
Closed
|
|
|
633
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$268K
|
-2,331
|
Closed
|
|
|
634
|
First Citizens Asset Management
Raleigh,
North Carolina
|
–
|
-$264K
|
-2,300
|
Closed
|
|
|
635
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
–
|
-$236K
|
-2,057
|
Closed
|
|
|
636
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
–
|
-$225K
|
-1,960
|
Closed
|
|
|
637
|
World Equity Group
Schaumburg,
Illinois
|
–
|
-$224K
|
-1,945
|
Closed
|
|
|
638
|
First United Bank & Trust
Oakland,
Maryland
|
–
|
-$214K
|
-1,860
|
Closed
|
|
|
639
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$210K
|
-1,823
|
Closed
|
|
|
640
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$209K
|
-1,822
|
Closed
|
|
|
641
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$205K
|
-1,782
|
Closed
|
|
|
642
|
Verum Partners
Charlotte,
North Carolina
|
–
|
-$202K
|
-1,755
|
Closed
|
|
|
643
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
–
|
-$201K
|
-1,750
|
Closed
|
|
|
644
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
–
|
-$201K
|
-1,746
|
Closed
|
|
|
645
|
Noble Family Wealth
Clearwater,
Florida
|
–
|
-$165K
|
-1,432
|
Closed
|
|
|
646
|
O'Dell Group
Cincinnati,
Ohio
|
–
|
-$159K
|
-1,380
|
Closed
|
|
|
647
|
CVA Family Office
Denver,
Colorado
|
–
|
-$147K
|
-1,282
|
Closed
|
|
|
648
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
–
|
-$43K
|
-374
|
Closed
|
|
|
649
|
Crewe Advisors
Salt Lake City,
Utah
|
–
|
-$40.9K
|
-356
|
Closed
|
|
|
650
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$26.4K
|
-230
|
Closed
|
|
