|
1251
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$352K
|
-3,338
|
Closed
|
|
|
1252
|
Everett Harris & Co
Los Angeles,
California
|
–
|
-$349K
|
-3,303
|
Closed
|
|
|
1253
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
–
|
-$348K
|
-3,300
|
Closed
|
|
|
1254
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
–
|
-$343K
|
-3,248
|
Closed
|
|
|
1255
|
Defined Wealth Management
Beaverton,
Oregon
|
–
|
-$325K
|
-3,076
|
Closed
|
|
|
1256
|
Collective Family Office
York,
Pennsylvania
|
–
|
-$317K
|
-3,000
|
Closed
|
|
|
1257
|
Laurel Wealth Planning
Edina,
Minnesota
|
–
|
-$310K
|
-2,940
|
Closed
|
|
|
1258
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$305K
|
-2,888
|
Closed
|
|
|
1259
|
Centurion Wealth Management
Mclean,
Virginia
|
–
|
-$293K
|
-2,775
|
Closed
|
|
|
1260
|
Condor Capital Management
Martinsville,
New Jersey
|
–
|
-$292K
|
-2,763
|
Closed
|
|
|
1261
|
RiverGlades Family Offices
Naples,
Florida
|
–
|
-$288K
|
-2,725
|
Closed
|
|
|
1262
|
Charles Schwab Trust
Henderson,
Nevada
|
–
|
-$275K
|
-2,608
|
Closed
|
|
|
1263
|
Kowal Investment Group
Brookfield,
Wisconsin
|
–
|
-$274K
|
-2,597
|
Closed
|
|
|
1264
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
–
|
-$278K
|
-2,576
|
Closed
|
|
|
1265
|
TBH Global Asset Management
Brentwood,
Tennessee
|
–
|
-$267K
|
-2,531
|
Closed
|
|
|
1266
|
Main Management
San Francisco,
California
|
–
|
-$263K
|
-2,491
|
Closed
|
|
|
1267
|
DeDora Capital
Napa,
California
|
–
|
-$233K
|
-2,209
|
Closed
|
|
|
1268
|
Moors & Cabot
Boston,
Massachusetts
|
–
|
-$231K
|
-2,185
|
Closed
|
|
|
1269
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$229K
|
-2,170
|
Closed
|
|
|
1270
|
Three Bridge Wealth Advisors
Los Altos,
California
|
–
|
-$213K
|
-2,021
|
Closed
|
|
|
1271
|
Atlas Capital Advisors
Jackson,
Wyoming
|
–
|
-$107K
|
-1,012
|
Closed
|
|
|
1272
|
|
–
|
-$96.9K
|
-918
|
Closed
|
|
|
1273
|
SJS Investment Consulting
Sylvania,
Ohio
|
–
|
-$90.1K
|
-854
|
Closed
|
|
|
1274
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
–
|
-$79.3K
|
-751
|
Closed
|
|
|
1275
|
First Community Trust
Dubuque,
Iowa
|
–
|
-$76K
|
-716
|
Closed
|
|
