|
501
|
Modern Wealth Management
Lenexa,
Kansas
|
–
|
-$230K
|
-5,434
|
Closed
|
|
|
502
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
–
|
-$225K
|
-5,286
|
Closed
|
|
|
503
|
Foundations Investment Advisors
Phoenix,
Arizona
|
–
|
-$222K
|
-5,218
|
Closed
|
|
|
504
|
Retirement Guys Formula
Maumee,
Ohio
|
–
|
-$222K
|
-5,205
|
Closed
|
|
|
505
|
Mariner
Overland Park,
Kansas
|
–
|
-$221K
|
-5,200
|
Closed
|
|
|
506
|
Bayforest Capital
London,
United Kingdom
|
–
|
-$218K
|
-5,115
|
Closed
|
|
|
507
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
–
|
-$217K
|
-5,102
|
Closed
|
|
|
508
|
Frank Rimerman Advisors
Palo Alto,
California
|
–
|
-$215K
|
-5,062
|
Closed
|
|
|
509
|
Sagewood Asset Management
New York
|
–
|
-$213K
|
-5,014
|
Closed
|
|
|
510
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$209K
|
-4,903
|
Closed
|
|
|
511
|
Utah Retirement Systems
Salt Lake City,
Utah
|
–
|
-$209K
|
-4,902
|
Closed
|
|
|
512
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$206K
|
-4,844
|
Closed
|
|
|
513
|
Fred Alger Management
New York
|
–
|
-$202K
|
-4,740
|
Closed
|
|
|
514
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$149K
|
-3,498
|
Closed
|
|
|
515
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
–
|
-$45.9K
|
-1,079
|
Closed
|
|
|
516
|
RiverPark Advisors
New York
|
–
|
-$43.2K
|
-1,016
|
Closed
|
|
|
517
|
|
–
|
-$29.1K
|
-683
|
Closed
|
|
|
518
|
Financial Management Professionals
Austin,
Texas
|
–
|
-$17.7K
|
-416
|
Closed
|
|
|
519
|
Summit Securities Group
New York
|
–
|
-$16K
|
-375
|
Closed
|
|
|
520
|
Root Financial Partners
Encinitas,
California
|
–
|
-$11.9K
|
-279
|
Closed
|
|
|
521
|
Proffitt & Goodson
Knoxville,
Tennessee
|
–
|
-$10.6K
|
-250
|
Closed
|
|
|
522
|
WealthCollab
Bellevue,
Washington
|
–
|
-$10.5K
|
-247
|
Closed
|
|
|
523
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
–
|
-$7.28K
|
-171
|
Closed
|
|
|
524
|
North Star Investment Management
Chicago,
Illinois
|
–
|
-$4.47K
|
-105
|
Closed
|
|
|
525
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
–
|
-$4.43K
|
-104
|
Closed
|
|
