|
851
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$229K
|
-9,258
|
Closed
|
|
|
852
|
Conway Capital Management
Burbank,
California
|
–
|
-$228K
|
-9,250
|
Closed
|
|
|
853
|
Williams Jones Wealth Management
New York
|
–
|
-$227K
|
-9,215
|
Closed
|
|
|
854
|
Heron Bay Capital Management
Bloomfield Hills,
Michigan
|
–
|
-$225K
|
-9,134
|
Closed
|
|
|
855
|
Metis Global Partners
San Diego,
California
|
–
|
-$226K
|
-9,125
|
Closed
|
|
|
856
|
|
–
|
-$225K
|
-9,117
|
Closed
|
|
|
857
|
Platform Technology Partners
New York
|
–
|
-$224K
|
-9,087
|
Closed
|
|
|
858
|
JSF Financial
Los Angeles,
California
|
–
|
-$224K
|
-9,062
|
Closed
|
|
|
859
|
Ground Swell Capital
Folly Beach,
South Carolina
|
–
|
-$223K
|
-9,042
|
Closed
|
|
|
860
|
GW Henssler & Associates
Kennesaw,
Georgia
|
–
|
-$223K
|
-9,028
|
Closed
|
|
|
861
|
|
–
|
-$222K
|
-9,000
|
Closed
|
|
|
862
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
–
|
-$221K
|
-8,965
|
Closed
|
|
|
863
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
–
|
-$219K
|
-8,867
|
Closed
|
|
|
864
|
Matrix Private Capital Group
New York
|
–
|
-$220K
|
-8,811
|
Closed
|
|
|
865
|
Symmetry Partners
Glastonbury,
Connecticut
|
–
|
-$216K
|
-8,759
|
Closed
|
|
|
866
|
Clarius Group LLC
Seattle,
Washington
|
–
|
-$216K
|
-8,754
|
Closed
|
|
|
867
|
Rothschild Investment LLC
Chicago,
Illinois
|
–
|
-$214K
|
-8,662
|
Closed
|
|
|
868
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
–
|
-$213K
|
-8,625
|
Closed
|
|
|
869
|
McAdam LLC
Philadelphia,
Pennsylvania
|
–
|
-$212K
|
-8,607
|
Closed
|
|
|
870
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
–
|
-$220K
|
-8,474
|
Closed
|
|
|
871
|
Independent Solutions Wealth Management
Williamsville,
New York
|
–
|
-$209K
|
-8,451
|
Closed
|
|
|
872
|
Synergy Asset Management
Vancouver,
Washington
|
–
|
-$205K
|
-8,320
|
Closed
|
|
|
873
|
Abner Herrman & Brock
Jersey City,
New Jersey
|
–
|
-$203K
|
-8,242
|
Closed
|
|
|
874
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$208K
|
-8,237
|
Closed
|
|
|
875
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$205K
|
-8,220
|
Closed
|
|