|
901
|
Sequoia Wealth Management
Hoffman Estates,
Illinois
|
–
|
-$316K
|
-5,635
|
Closed
|
|
|
902
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
–
|
-$304K
|
-5,438
|
Closed
|
|
|
903
|
KCS Wealth Advisory
Los Angeles,
California
|
–
|
-$266K
|
-4,762
|
Closed
|
|
|
904
|
Neuberger Berman Group
New York
|
–
|
-$223K
|
-3,996
|
Closed
|
|
|
905
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
–
|
-$209K
|
-3,732
|
Closed
|
|
|
906
|
WMS Partners
Towson,
Maryland
|
–
|
-$204K
|
-3,639
|
Closed
|
|
|
907
|
Howland Capital Management
Boston,
Massachusetts
|
–
|
-$201K
|
-3,600
|
Closed
|
|
|
908
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$169K
|
-3,012
|
Closed
|
|
|
909
|
Denver PWM
Denver,
Colorado
|
–
|
-$144K
|
-2,588
|
Closed
|
|
|
910
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
–
|
-$96K
|
-1,726
|
Closed
|
|
|
911
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$37K
|
-658
|
Closed
|
|
|
912
|
Capital Planning Advisors
Roseville,
California
|
–
|
-$29K
|
-520
|
Closed
|
|
|
913
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
–
|
-$15K
|
-268
|
Closed
|
|
|
914
|
Secrest Blakey & Associates
Raleigh,
North Carolina
|
–
|
-$15K
|
-268
|
Closed
|
|
|
915
|
Larson Financial Group
St Louis,
Missouri
|
–
|
-$13K
|
-228
|
Closed
|
|
|
916
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
–
|
-$11.8K
|
-211
|
Closed
|
|
|
917
|
Elmwood Wealth Management
Berkeley,
California
|
–
|
-$4K
|
-76
|
Closed
|
|
|
918
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$2K
|
-44
|
Closed
|
|
|
919
|
Pecaut & Co
Sioux City,
Iowa
|
–
|
-$1K
|
-20
|
Closed
|
|
