|
701
|
Evercore Wealth Management
New York
|
–
|
-$305K
|
-6,000
|
Closed
|
|
|
702
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$297K
|
-5,837
|
Closed
|
|
|
703
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$287K
|
-5,637
|
Closed
|
|
|
704
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
–
|
-$252K
|
-4,962
|
Closed
|
|
|
705
|
One Degree Advisors
San Diego,
California
|
–
|
-$221K
|
-4,353
|
Closed
|
|
|
706
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
–
|
-$216K
|
-4,244
|
Closed
|
|
|
707
|
Stegent Equity Advisors
Houston,
Texas
|
–
|
-$210K
|
-4,129
|
Closed
|
|
|
708
|
Cardiff Park Advisors
Carlsbad,
California
|
–
|
-$204K
|
-4,000
|
Closed
|
|
|
709
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$178K
|
-3,500
|
Closed
|
|
|
710
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
–
|
-$131K
|
-2,579
|
Closed
|
|
|
711
|
Capital Performance Advisors
Walnut Creek,
California
|
–
|
-$118K
|
-2,326
|
Closed
|
|
|
712
|
|
–
|
-$65.1K
|
-1,280
|
Closed
|
|
|
713
|
Swan Capital
Pensacola,
Florida
|
–
|
-$49.8K
|
-978
|
Closed
|
|
|
714
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$37.7K
|
-740
|
Closed
|
|
|
715
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$31K
|
-600
|
Closed
|
|
|
716
|
Truvestments Capital
Sarasota,
Florida
|
–
|
-$11.6K
|
-228
|
Closed
|
|
|
717
|
Aspire Private Capital
Cornelius,
North Carolina
|
–
|
-$9.62K
|
-189
|
Closed
|
|
|
718
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
–
|
-$9K
|
-169
|
Closed
|
|
|
719
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$3.56K
|
-70
|
Closed
|
|
|
720
|
Oakworth Capital
Birmingham,
Alabama
|
–
|
-$2.04K
|
-40
|
Closed
|
|
|
721
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$203
|
-4
|
Closed
|
|
