|
326
|
BOK Financial
Tulsa,
Oklahoma
|
–
|
-$263K
|
-1,134
|
Closed
|
|
|
327
|
Holocene Advisors
New York
|
–
|
-$245K
|
-1,058
|
Closed
|
|
|
328
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$233K
|
-1,008
|
Closed
|
|
|
329
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
–
|
-$210K
|
-906
|
Closed
|
|
|
330
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$209K
|
-902
|
Closed
|
|
|
331
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$201K
|
-870
|
Closed
|
|
|
332
|
Covenant Partners
Nashville,
Tennessee
|
–
|
-$201K
|
-867
|
Closed
|
|
|
333
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$113K
|
-488
|
Closed
|
|
|
334
|
Acadian Asset Management
Boston,
Massachusetts
|
–
|
-$109K
|
-469
|
Closed
|
|
|
335
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$65.4K
|
-279
|
Closed
|
|
|
336
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
–
|
-$29K
|
-127
|
Closed
|
|
|
337
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
–
|
-$11K
|
-46
|
Closed
|
|
|
338
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$10K
|
-43
|
Closed
|
|
|
339
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$3.47K
|
-15
|
Closed
|
|
|
340
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$3K
|
-11
|
Closed
|
|
|
341
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$2K
|
-9
|
Closed
|
|
|
342
|
AssetMark Inc
Concord,
California
|
–
|
-$2K
|
-8
|
Closed
|
|
|
343
|
Inspire Advisors
Meridian,
Idaho
|
–
|
-$1K
|
-6
|
Closed
|
|
|
344
|
Cordasco Financial Network
Naples,
Florida
|
–
|
-$1K
|
-5
|
Closed
|
|
|
345
|
Vantage Consulting Group
Virginia Beach,
Virginia
|
–
|
-$1K
|
-3
|
Closed
|
|
