|
1201
|
Insight Wealth Strategies
San Ramon,
California
|
–
|
-$266K
|
-1,315
|
Closed
|
|
|
1202
|
Deltec Asset Management
New York
|
–
|
-$266K
|
-1,310
|
Closed
|
|
|
1203
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$414K
|
-1,204
|
Closed
|
|
|
1204
|
Capital City Trust
Tallahassee,
Florida
|
–
|
-$243K
|
-1,200
|
Closed
|
|
|
1205
|
Ashfield Capital Partners
San Francisco,
California
|
–
|
-$238K
|
-1,173
|
Closed
|
|
|
1206
|
Magnolia Capital Management
Cold Spring,
New York
|
–
|
-$230K
|
-1,135
|
Closed
|
|
|
1207
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$227K
|
-1,121
|
Closed
|
|
|
1208
|
Caprock Group
Boise,
Idaho
|
–
|
-$226K
|
-1,116
|
Closed
|
|
|
1209
|
Haverford Trust Company
Radnor,
Pennsylvania
|
–
|
-$211K
|
-1,040
|
Closed
|
|
|
1210
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$174K
|
-921
|
Closed
|
|
|
1211
|
Grace Capital
Quincy,
Massachusetts
|
–
|
-$164K
|
-811
|
Closed
|
|
|
1212
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
–
|
-$127K
|
-626
|
Closed
|
|
|
1213
|
Allred Capital Management
Dallas,
Texas
|
–
|
-$111K
|
-550
|
Closed
|
|
|
1214
|
Central Bank & Trust
Lexington,
Kentucky
|
–
|
-$98K
|
-483
|
Closed
|
|
|
1215
|
GVO Asset Management
Zug,
Switzerland
|
–
|
-$97K
|
-478
|
Closed
|
|
|
1216
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
–
|
-$89K
|
-437
|
Closed
|
|
|
1217
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$83K
|
-383
|
Closed
|
|
|
1218
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
–
|
-$63K
|
-311
|
Closed
|
|
|
1219
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
–
|
-$30K
|
-150
|
Closed
|
|
|
1220
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
–
|
-$29K
|
-143
|
Closed
|
|
|
1221
|
Wealthcare Capital Management
Richmond,
Virginia
|
–
|
-$29K
|
-141
|
Closed
|
|
|
1222
|
Manchester Financial
Westlake Village,
California
|
–
|
-$28K
|
-138
|
Closed
|
|
|
1223
|
Sun Life Financial
Toronto,
Ontario, Canada
|
–
|
-$25K
|
-121
|
Closed
|
|
|
1224
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
–
|
-$22K
|
-108
|
Closed
|
|
|
1225
|
|
–
|
-$21K
|
-103
|
Closed
|
|
