|
901
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$1.58M
|
-5,473
|
Closed
|
|
|
902
|
Founders Financial Securities
Towson,
Maryland
|
–
|
-$1.35M
|
-4,676
|
Closed
|
|
|
903
|
Hollow Brook Wealth Management
Katonah,
New York
|
–
|
-$1.04M
|
-3,615
|
Closed
|
|
|
904
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$973K
|
-3,367
|
Closed
|
|
|
905
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
–
|
-$942K
|
-3,262
|
Closed
|
|
|
906
|
American Trust
Lexington,
Kentucky
|
–
|
-$724K
|
-2,506
|
Closed
|
|
|
907
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$694K
|
-2,337
|
Closed
|
|
|
908
|
Napa Wealth Management
Napa,
California
|
–
|
-$653K
|
-2,259
|
Closed
|
|
|
909
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
–
|
-$555K
|
-1,920
|
Closed
|
|
|
910
|
Fermata Advisors
Sonoma,
California
|
–
|
-$453K
|
-1,569
|
Closed
|
|
|
911
|
Millennium Management
New York
|
–
|
-$379K
|
-1,311
|
Closed
|
|
|
912
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
–
|
-$352K
|
-1,220
|
Closed
|
|
|
913
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$344K
|
-1,192
|
Closed
|
|
|
914
|
Austin Private Wealth
Austin,
Texas
|
–
|
-$326K
|
-1,129
|
Closed
|
|
|
915
|
Bleakley Financial Group
Fairfield,
New Jersey
|
–
|
-$320K
|
-1,108
|
Closed
|
|
|
916
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$296K
|
-1,025
|
Closed
|
|
|
917
|
Blue Oak Capital
Menlo Park,
California
|
–
|
-$252K
|
-874
|
Closed
|
|
|
918
|
FWG Investments
Lexington,
Kentucky
|
–
|
-$236K
|
-817
|
Closed
|
|
|
919
|
Sierra Summit Advisors
Incline Village,
Nevada
|
–
|
-$233K
|
-808
|
Closed
|
|
|
920
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
–
|
-$232K
|
-804
|
Closed
|
|
|
921
|
Weybosset Research & Management
Province,
Rhode Island
|
–
|
-$231K
|
-800
|
Closed
|
|
|
922
|
Transatlantique Private Wealth
New York
|
–
|
-$228K
|
-789
|
Closed
|
|
|
923
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
–
|
-$230K
|
-776
|
Closed
|
|
|
924
|
Busey Bank
Urbana,
Illinois
|
–
|
-$223K
|
-773
|
Closed
|
|
|
925
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
–
|
-$222K
|
-768
|
Closed
|
|
