|
1826
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
–
|
-$201K
|
-7,086
|
Closed
|
|
|
1827
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
–
|
-$161K
|
-5,694
|
Closed
|
|
|
1828
|
State of Wyoming
Cheyenne,
Wyoming
|
–
|
-$136K
|
-4,802
|
Closed
|
|
|
1829
|
Rise Advisors
Rochester,
New York
|
–
|
-$110K
|
-3,869
|
Closed
|
|
|
1830
|
Main Street Group
Glen Allen,
Virginia
|
–
|
-$61.4K
|
-2,169
|
Closed
|
|
|
1831
|
Palisade Asset Management
Minneapolis,
Minnesota
|
–
|
-$59K
|
-2,083
|
Closed
|
|
|
1832
|
Capula Management
Grand Cayman,
Cayman Islands
|
–
|
-$47.7K
|
-1,767
|
Closed
|
|
|
1833
|
North Capital
Salt Lake City,
Utah
|
–
|
-$48.9K
|
-1,726
|
Closed
|
|
|
1834
|
Pathway Financial Advisers
Auburn,
Indiana
|
–
|
-$44.9K
|
-1,588
|
Closed
|
|
|
1835
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$42.5K
|
-1,501
|
Closed
|
|
|
1836
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$40K
|
-1,412
|
Closed
|
|
|
1837
|
Asset Planning Inc
Cypress,
California
|
–
|
-$20.4K
|
-721
|
Closed
|
|
|
1838
|
|
–
|
-$19.4K
|
-685
|
Closed
|
|
|
1839
|
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
|
–
|
-$15.2K
|
-537
|
Closed
|
|
|
1840
|
Caitong International Asset Management
Hong Kong
|
–
|
-$14.9K
|
-528
|
Closed
|
|
|
1841
|
Cloud Capital Management
Seattle,
Washington
|
–
|
-$11K
|
-401
|
Closed
|
|
|
1842
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
–
|
-$9.06K
|
-320
|
Closed
|
|
|
1843
|
Crowley Wealth Management
Wilmington,
Delaware
|
–
|
-$8.69K
|
-307
|
Closed
|
|
|
1844
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
–
|
-$6.94K
|
-245
|
Closed
|
|
|
1845
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
–
|
-$4.73K
|
-167
|
Closed
|
|
|
1846
|
J. Safra Asset Management
New York
|
–
|
-$3.2K
|
-113
|
Closed
|
|
|
1847
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
–
|
-$3.09K
|
-109
|
Closed
|
|
|
1848
|
Hager Investment Management Services
New London,
New Hampshire
|
–
|
-$2.83K
|
-100
|
Closed
|
|
|
1849
|
Core Alternative Capital
Peachtree Corners,
Georgia
|
–
|
-$1.9K
|
-67
|
Closed
|
|
|
1850
|
Heritage Wealth Advisors
Richmond,
Virginia
|
–
|
-$1.87K
|
-66
|
Closed
|
|
