|
2251
|
Monterey Private Wealth
Monterey,
California
|
–
|
-$202K
|
-1,157
|
Closed
|
|
|
2252
|
Single Point Partners
Boston,
Massachusetts
|
–
|
-$200K
|
-1,143
|
Closed
|
|
|
2253
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
–
|
-$193K
|
-1,105
|
Closed
|
|
|
2254
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$189K
|
-1,083
|
Closed
|
|
|
2255
|
Journey Advisory Group
Covington,
Kentucky
|
–
|
-$202K
|
-1,039
|
Closed
|
|
|
2256
|
WFA of San Diego
San Diego,
California
|
–
|
-$177K
|
-1,014
|
Closed
|
|
|
2257
|
RBF Capital
San Francisco,
California
|
–
|
-$202K
|
-1,000
|
Closed
|
|
|
2258
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
–
|
-$169K
|
-969
|
Closed
|
|
|
2259
|
GoalVest Advisory
New York
|
–
|
-$169K
|
-939
|
Closed
|
|
|
2260
|
Heritage Financial Services
Westwood,
Massachusetts
|
–
|
-$163K
|
-936
|
Closed
|
|
|
2261
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
–
|
-$149K
|
-855
|
Closed
|
|
|
2262
|
Alpha Paradigm Partners
Chicago,
Illinois
|
–
|
-$131K
|
-748
|
Closed
|
|
|
2263
|
Neo Ivy Capital Management
New York
|
–
|
-$119K
|
-686
|
Closed
|
|
|
2264
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$106K
|
-609
|
Closed
|
|
|
2265
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
–
|
-$76K
|
-436
|
Closed
|
|
|
2266
|
Okabena Investment Services
Minneapolis,
Minnesota
|
–
|
-$60K
|
-346
|
Closed
|
|
|
2267
|
|
–
|
-$24K
|
-140
|
Closed
|
|
|
2268
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$24K
|
-136
|
Closed
|
|
|
2269
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
–
|
-$19K
|
-110
|
Closed
|
|
|
2270
|
Retirement Group
San Diego,
California
|
–
|
-$18K
|
-103
|
Closed
|
|
|
2271
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$18K
|
-101
|
Closed
|
|
|
2272
|
GW&K Investment Management
Boston,
Massachusetts
|
–
|
-$11K
|
-64
|
Closed
|
|
|
2273
|
Steward Financial Group
Colleyville,
Texas
|
–
|
-$6K
|
-40
|
Closed
|
|
|
2274
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
–
|
-$6K
|
-37
|
Closed
|
|
|
2275
|
Ravenstone Capital Management
Toronto,
|
–
|
-$2.62K
|
-15
|
Closed
|
|
