|
301
|
AssetMark Inc
Concord,
California
|
–
|
-$1.89M
|
-18,636
|
Closed
|
|
|
302
|
Callan Capital
La Jolla,
California
|
–
|
-$1.43M
|
-14,142
|
Closed
|
|
|
303
|
Ballentine Partners
Waltham,
Massachusetts
|
–
|
-$1.25M
|
-12,424
|
Closed
|
|
|
304
|
Sage Advisory Services
Austin,
Texas
|
–
|
-$1.14M
|
-11,236
|
Closed
|
|
|
305
|
Canal Capital Management
Richmond,
Virginia
|
–
|
-$887K
|
-8,750
|
Closed
|
|
|
306
|
Vicus Capital
State College,
Pennsylvania
|
–
|
-$628K
|
-6,196
|
Closed
|
|
|
307
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$543K
|
-5,366
|
Closed
|
|
|
308
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
–
|
-$535K
|
-5,282
|
Closed
|
|
|
309
|
Guggenheim Capital
Chicago,
Illinois
|
–
|
-$451K
|
-4,452
|
Closed
|
|
|
310
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
–
|
-$267K
|
-2,636
|
Closed
|
|
|
311
|
Bogart Wealth LLC
Mclean,
Virginia
|
–
|
-$256K
|
-2,527
|
Closed
|
|
|
312
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$190K
|
-1,873
|
Closed
|
|
|
313
|
Parasol Investment Management
Westmont,
Illinois
|
–
|
-$189K
|
-1,870
|
Closed
|
|
|
314
|
Steward Partners Investment Advisory
New York
|
–
|
-$65K
|
-650
|
Closed
|
|
|
315
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$64K
|
-628
|
Closed
|
|
|
316
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$56K
|
-550
|
Closed
|
|
|
317
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
–
|
-$30.4K
|
-300
|
Closed
|
|
|
318
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
–
|
-$20.8K
|
-205
|
Closed
|
|
|
319
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$20K
|
-200
|
Closed
|
|
|
320
|
Liberty Capital Management
Birmingham,
Michigan
|
–
|
-$15K
|
-150
|
Closed
|
|
|
321
|
St. Johns Investment Management
Jacksonville,
Florida
|
–
|
-$9K
|
-89
|
Closed
|
|
|
322
|
Apriem Advisors
Irvine,
California
|
–
|
-$4K
|
-41
|
Closed
|
|
|
323
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$3K
|
-27
|
Closed
|
|
|
324
|
Intellectus Partners
San Francisco,
California
|
–
|
-$2K
|
-23
|
Closed
|
|
