|
801
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
–
|
-$1.01M
|
-3,814
|
Closed
|
|
|
802
|
E Fund Management
Guangzhou,
China
|
–
|
-$1M
|
-3,798
|
Closed
|
|
|
803
|
E Fund Management (HK)
Central,
Hong Kong
|
–
|
-$1M
|
-3,798
|
Closed
|
|
|
804
|
Rational Advisors
Huntington,
New York
|
–
|
-$966K
|
-3,654
|
Closed
|
|
|
805
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$890K
|
-3,367
|
Closed
|
|
|
806
|
Alpha Cubed Investments
Irvine,
California
|
–
|
-$520K
|
-1,967
|
Closed
|
|
|
807
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$502K
|
-1,900
|
Closed
|
|
|
808
|
Waterloo Capital
Austin,
Texas
|
–
|
-$472K
|
-1,784
|
Closed
|
|
|
809
|
Emergent Wealth Advisors
Williamsville,
New York
|
–
|
-$442K
|
-1,673
|
Closed
|
|
|
810
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
–
|
-$422K
|
-1,596
|
Closed
|
|
|
811
|
Leavell Investment Management
Mobile,
Alabama
|
–
|
-$374K
|
-1,414
|
Closed
|
|
|
812
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
–
|
-$359K
|
-1,357
|
Closed
|
|
|
813
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$314K
|
-1,177
|
Closed
|
|
|
814
|
Sterling Investment Counsel
Buffalo,
New York
|
–
|
-$284K
|
-1,074
|
Closed
|
|
|
815
|
Fermata Advisors
Sonoma,
California
|
–
|
-$275K
|
-1,039
|
Closed
|
|
|
816
|
Gunn & Company Investment Management
Jacksonville,
Florida
|
–
|
-$271K
|
-1,025
|
Closed
|
|
|
817
|
Schaeffer Financial
Rockville,
Maryland
|
–
|
-$261K
|
-987
|
Closed
|
|
|
818
|
Pinnacle Family Advisors
Springfield,
Missouri
|
–
|
-$248K
|
-940
|
Closed
|
|
|
819
|
Per Stirling Capital Management
Austin,
Texas
|
–
|
-$243K
|
-919
|
Closed
|
|
|
820
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
–
|
-$215K
|
-813
|
Closed
|
|
|
821
|
Sunpointe
St. Louis,
Missouri
|
–
|
-$211K
|
-797
|
Closed
|
|
|
822
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
–
|
-$204K
|
-770
|
Closed
|
|
|
823
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$121K
|
-456
|
Closed
|
|
|
824
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$114K
|
-431
|
Closed
|
|
|
825
|
Timber Creek Capital Management
Boston,
Massachusetts
|
–
|
-$103K
|
-388
|
Closed
|
|
