|
3101
|
Summit Securities Group
New York
|
–
|
-$300K
|
-4,900
|
Closed
|
|
|
3102
|
McRae Capital Management
Morristown,
New Jersey
|
–
|
-$297K
|
-4,861
|
Closed
|
|
|
3103
|
Prosperity Capital Advisors
Westlake,
Ohio
|
–
|
-$296K
|
-4,843
|
Closed
|
|
|
3104
|
Strategy Asset Managers
Pasadena,
California
|
–
|
-$286K
|
-4,668
|
Closed
|
|
|
3105
|
Blueshift Asset Management
Red Bank,
New Jersey
|
–
|
-$275K
|
-4,498
|
Closed
|
|
|
3106
|
Opinicus Capital
Tampa,
Florida
|
–
|
-$275K
|
-4,487
|
Closed
|
|
|
3107
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
–
|
-$271K
|
-4,434
|
Closed
|
|
|
3108
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$273K
|
-4,428
|
Closed
|
|
|
3109
|
Family Management
New York
|
–
|
-$257K
|
-4,201
|
Closed
|
|
|
3110
|
BlueCrest Capital Management
St Helier,
Jersey
|
–
|
-$253K
|
-4,138
|
Closed
|
|
|
3111
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$248K
|
-4,047
|
Closed
|
|
|
3112
|
Draper Asset Management
Smithtown,
New York
|
–
|
-$243K
|
-3,998
|
Closed
|
|
|
3113
|
Custom Index Systems
New York
|
–
|
-$241K
|
-3,942
|
Closed
|
|
|
3114
|
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
|
–
|
-$224K
|
-3,666
|
Closed
|
|
|
3115
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
–
|
-$223K
|
-3,651
|
Closed
|
|
|
3116
|
Ategra Capital Management
Vienna,
Virginia
|
–
|
-$220K
|
-3,603
|
Closed
|
|
|
3117
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
–
|
-$220K
|
-3,595
|
Closed
|
|
|
3118
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$219K
|
-3,586
|
Closed
|
|
|
3119
|
Gallacher Capital Management
Lone Tree,
Colorado
|
–
|
-$219K
|
-3,584
|
Closed
|
|
|
3120
|
Kingdom Financial Group
Peoria,
Arizona
|
–
|
-$219K
|
-3,583
|
Closed
|
|
|
3121
|
Essential Planning
Portsmouth,
New Hampshire
|
–
|
-$204K
|
-3,465
|
Closed
|
|
|
3122
|
Alpha Financial Partners
Lexington,
Kentucky
|
–
|
-$210K
|
-3,434
|
Closed
|
|
|
3123
|
Berkshire Money Management
Dalton,
Massachusetts
|
–
|
-$210K
|
-3,433
|
Closed
|
|
|
3124
|
Collective Family Office
York,
Pennsylvania
|
–
|
-$210K
|
-3,425
|
Closed
|
|
|
3125
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$208K
|
-3,405
|
Closed
|
|
