|
1701
|
Boston Research & Management
Manchester,
Massachusetts
|
–
|
-$210K
|
-3,040
|
Closed
|
|
|
1702
|
BNC Wealth Management
Beaverton,
Oregon
|
–
|
-$209K
|
-3,012
|
Closed
|
|
|
1703
|
Matisse Capital
Portland,
Oregon
|
–
|
-$209K
|
-3,008
|
Closed
|
|
|
1704
|
BFSG LLC
Irvine,
California
|
–
|
-$208K
|
-3,000
|
Closed
|
|
|
1705
|
Randolph Company
Cincinnati,
Ohio
|
–
|
-$208K
|
-3,000
|
Closed
|
|
|
1706
|
WJ Wealth Management
Glendale,
Arizona
|
–
|
-$207K
|
-2,988
|
Closed
|
|
|
1707
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$206K
|
-2,968
|
Closed
|
|
|
1708
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
–
|
-$206K
|
-2,964
|
Closed
|
|
|
1709
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
–
|
-$206K
|
-2,964
|
Closed
|
|
|
1710
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$205K
|
-2,956
|
Closed
|
|
|
1711
|
Moors & Cabot
Boston,
Massachusetts
|
–
|
-$205K
|
-2,952
|
Closed
|
|
|
1712
|
Moneywise Inc
Forest,
Virginia
|
–
|
-$202K
|
-2,908
|
Closed
|
|
|
1713
|
Courage Miller Partners
Norfolk,
Virginia
|
–
|
-$202K
|
-2,904
|
Closed
|
|
|
1714
|
Davidson Trust Company
Seattle,
Washington
|
–
|
-$201K
|
-2,896
|
Closed
|
|
|
1715
|
Custos Family Office
Austin,
Texas
|
–
|
-$200K
|
-2,884
|
Closed
|
|
|
1716
|
Andrews Lucia Wealth Management
Danville,
California
|
–
|
-$217K
|
-2,844
|
Closed
|
|
|
1717
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
–
|
-$158K
|
-2,276
|
Closed
|
|
|
1718
|
Tradewinds Capital Management
Bellingham,
Washington
|
–
|
-$149K
|
-2,152
|
Closed
|
|
|
1719
|
William Blair Investment Management
Chicago,
Illinois
|
–
|
-$101K
|
-1,684
|
-68%
|
|
|
1720
|
Stelac Advisory Services
New York
|
–
|
-$112K
|
-1,608
|
Closed
|
|
|
1721
|
Blue Chip Partners
Farmington Hills,
Michigan
|
–
|
-$105K
|
-1,516
|
Closed
|
|
|
1722
|
DeDora Capital
Napa,
California
|
–
|
-$77K
|
-1,112
|
Closed
|
|
|
1723
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
–
|
-$54.4K
|
-784
|
Closed
|
|
|
1724
|
CVA Family Office
Denver,
Colorado
|
–
|
-$49K
|
-700
|
Closed
|
|
|
1725
|
Vigilant Capital Management
Portland,
Maine
|
–
|
-$41K
|
-588
|
Closed
|
|
