|
2101
|
Inlet Private Wealth
Jupiter,
Florida
|
–
|
-$240K
|
-1,350
|
Closed
|
|
|
2102
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$232K
|
-1,305
|
Closed
|
|
|
2103
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
–
|
-$230K
|
-1,296
|
Closed
|
|
|
2104
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$225K
|
-1,270
|
Closed
|
|
|
2105
|
Verity Asset Management
Durham,
North Carolina
|
–
|
-$222K
|
-1,249
|
Closed
|
|
|
2106
|
AJ Wealth Strategies
New York
|
–
|
-$207K
|
-1,165
|
Closed
|
|
|
2107
|
GFS Advisors
Houston,
Texas
|
–
|
-$203K
|
-1,146
|
Closed
|
|
|
2108
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
–
|
-$200K
|
-1,125
|
Closed
|
|
|
2109
|
Capstone Investment Advisors
New York
|
–
|
-$186K
|
-1,026
|
Closed
|
|
|
2110
|
Claybrook Capital
Wellesley,
Massachusetts
|
–
|
-$155K
|
-872
|
Closed
|
|
|
2111
|
Well Done LLC
Holland,
Michigan
|
–
|
-$155K
|
-872
|
Closed
|
|
|
2112
|
Phocas Financial Corp
Alameda,
California
|
–
|
-$124K
|
-700
|
Closed
|
|
|
2113
|
ERTS Wealth Advisors
Marquette,
Michigan
|
–
|
-$117K
|
-660
|
Closed
|
|
|
2114
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
–
|
-$107K
|
-600
|
Closed
|
|
|
2115
|
Wealthspire Advisors (New York)
New York
|
–
|
-$105K
|
-590
|
Closed
|
|
|
2116
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
–
|
-$81K
|
-456
|
Closed
|
|
|
2117
|
|
–
|
-$61K
|
-344
|
Closed
|
|
|
2118
|
New Potomac Partners
Bethesda,
Maryland
|
–
|
-$58K
|
-325
|
Closed
|
|
|
2119
|
Sterling Global Strategies
Carlsbad,
California
|
–
|
-$51K
|
-287
|
Closed
|
|
|
2120
|
Ruggie Capital Group
Tavares,
Florida
|
–
|
-$28K
|
-156
|
Closed
|
|
|
2121
|
Pearl River Capital
Niles,
Michigan
|
–
|
-$18K
|
-100
|
Closed
|
|
|
2122
|
Bramshill Investments
Naples,
Florida
|
–
|
-$12K
|
-67
|
Closed
|
|
|
2123
|
Brasada Capital Management
Houston,
Texas
|
–
|
-$11K
|
-63
|
Closed
|
|
|
2124
|
Family Legacy Inc
Greenville,
South Carolina
|
–
|
-$7K
|
-41
|
Closed
|
|
|
2125
|
Essex Investment Management
Boston,
Massachusetts
|
–
|
-$4K
|
-21
|
Closed
|
|
