|
401
|
American Money Management
Rancho Santa Fe,
California
|
–
|
-$225K
|
-6,327
|
Closed
|
|
|
402
|
Family Asset Management
Charleston,
South Carolina
|
–
|
-$211K
|
-5,933
|
Closed
|
|
|
403
|
Argent Trust Co
Nashville,
Tennessee
|
–
|
-$207K
|
-5,825
|
Closed
|
|
|
404
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
–
|
-$206K
|
-5,777
|
Closed
|
|
|
405
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
–
|
-$203K
|
-5,690
|
Closed
|
|
|
406
|
NorthRock Partners
Minneapolis,
Minnesota
|
–
|
-$202K
|
-5,679
|
Closed
|
|
|
407
|
Meridian Financial
Holliston,
Massachusetts
|
–
|
-$202K
|
-5,663
|
Closed
|
|
|
408
|
Bristlecone Advisors
Bellevue,
Washington
|
–
|
-$201K
|
-5,635
|
Closed
|
|
|
409
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$208K
|
-2,131
|
Closed
|
|
|
410
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$59.8K
|
-1,695
|
Closed
|
|
|
411
|
|
–
|
-$53.4K
|
-1,500
|
Closed
|
|
|
412
|
Cambridge Trust
Cambridge,
Massachusetts
|
–
|
-$48.8K
|
-1,370
|
Closed
|
|
|
413
|
WhitTier Trust Company
Reno,
Nevada
|
–
|
-$47.3K
|
-1,328
|
Closed
|
|
|
414
|
Fiduciary Alliance
Greenville,
South Carolina
|
–
|
-$45.2K
|
-1,271
|
Closed
|
|
|
415
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$42K
|
-1,218
|
Closed
|
|
|
416
|
Financial Management Professionals
Austin,
Texas
|
–
|
-$33K
|
-934
|
Closed
|
|
|
417
|
Brown Brothers Harriman & Co
New York
|
–
|
-$20.9K
|
-586
|
Closed
|
|
|
418
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
–
|
-$17.8K
|
-500
|
Closed
|
|
|
419
|
Abound Wealth Management
Franklin,
Tennessee
|
–
|
-$13.6K
|
-381
|
Closed
|
|
|
420
|
CVA Family Office
Denver,
Colorado
|
–
|
-$7.55K
|
-212
|
Closed
|
|
|
421
|
Versant Capital Management
Phoenix,
Arizona
|
–
|
-$7.16K
|
-201
|
Closed
|
|
|
422
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$5.2K
|
-148
|
Closed
|
|
|
423
|
ORG Partners
Roanoke,
Indiana
|
–
|
-$19
|
-1
|
Closed
|
|
