|
801
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$307K
|
-17,845
|
Closed
|
|
|
802
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
–
|
-$230K
|
-13,364
|
Closed
|
|
|
803
|
Alaska Permanent Fund
Juneau,
Alaska
|
–
|
-$215K
|
-12,999
|
Closed
|
|
|
804
|
Redwood Investment Management
Scottsdale,
Arizona
|
–
|
-$221K
|
-12,849
|
Closed
|
|
|
805
|
Jacobs & Co
San Francisco,
California
|
–
|
-$210K
|
-12,271
|
Closed
|
|
|
806
|
Perennial Investment Advisors
Los Angeles,
California
|
–
|
-$210K
|
-12,251
|
Closed
|
|
|
807
|
Trilogy Capital
Irvine,
California
|
–
|
-$200K
|
-11,625
|
Closed
|
|
|
808
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
–
|
-$195K
|
-11,331
|
Closed
|
|
|
809
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
–
|
-$195K
|
-11,329
|
Closed
|
|
|
810
|
Claro Advisors
Boston,
Massachusetts
|
–
|
-$194K
|
-11,285
|
Closed
|
|
|
811
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
–
|
-$185K
|
-10,766
|
Closed
|
|
|
812
|
Drive Wealth Management
Lehi,
Utah
|
–
|
-$183K
|
-10,615
|
Closed
|
|
|
813
|
Conning Inc
Hartford,
Connecticut
|
–
|
-$178K
|
-10,368
|
Closed
|
|
|
814
|
Blue Barn Wealth
Orem,
Utah
|
–
|
-$175K
|
-10,182
|
Closed
|
|
|
815
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$134K
|
-7,777
|
Closed
|
|
|
816
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$92.8K
|
-5,403
|
Closed
|
|
|
817
|
Catalyst Capital Advisors
Huntington,
New York
|
–
|
-$90.5K
|
-5,266
|
Closed
|
|
|
818
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
–
|
-$38.7K
|
-2,254
|
Closed
|
|
|
819
|
Mather Group
Chicago,
Illinois
|
–
|
-$37.6K
|
-2,188
|
Closed
|
|
|
820
|
DZ Bank
Frankfurt Am Main,
Germany
|
–
|
-$35K
|
-2,036
|
Closed
|
|
|
821
|
Abound Financial
Granite Bay,
California
|
–
|
-$23.1K
|
-1,345
|
Closed
|
|
|
822
|
|
–
|
-$21.2K
|
-1,233
|
Closed
|
|
|
823
|
Wayfinding Financial
Lynnwood,
Washington
|
–
|
-$18K
|
-1,069
|
Closed
|
|
|
824
|
Optimum Investment Advisors
Chicago,
Illinois
|
–
|
-$17.2K
|
-1,000
|
Closed
|
|
|
825
|
BOK Financial Private Wealth
Denver,
Colorado
|
–
|
-$15.7K
|
-910
|
Closed
|
|
