|
4101
|
Milestones Private Investment Advisors
Fairport,
New York
|
–
|
-$679K
|
-4,740
|
Closed
|
|
|
4102
|
KW Wealth Management
Sacramento,
California
|
–
|
-$673K
|
-4,697
|
Closed
|
|
|
4103
|
Encompass Wealth Advisors
Portland,
Oregon
|
–
|
-$654K
|
-4,562
|
Closed
|
|
|
4104
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
–
|
-$595K
|
-4,150
|
Closed
|
|
|
4105
|
Fox Run Management
Greenwich,
Connecticut
|
–
|
-$583K
|
-4,067
|
Closed
|
|
|
4106
|
Three Seasons Wealth
Salt Lake City,
Utah
|
–
|
-$573K
|
-3,996
|
Closed
|
|
|
4107
|
Optimize Financial
Laguna Hills,
California
|
–
|
-$543K
|
-3,790
|
Closed
|
|
|
4108
|
DRW Securities
Chicago,
Illinois
|
–
|
-$542K
|
-3,779
|
Closed
|
|
|
4109
|
Connective Portfolio Management
New York
|
–
|
-$539K
|
-3,760
|
Closed
|
|
|
4110
|
Two Sigma Securities
New York
|
–
|
-$536K
|
-3,738
|
Closed
|
|
|
4111
|
Covenant Partners
Nashville,
Tennessee
|
–
|
-$512K
|
-3,571
|
Closed
|
|
|
4112
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
–
|
-$501K
|
-3,497
|
Closed
|
|
|
4113
|
Rare Wolf Capital
Bellevue,
Washington
|
–
|
-$460K
|
-3,208
|
Closed
|
|
|
4114
|
OneAscent Wealth Management
Birmingham,
Alabama
|
–
|
-$459K
|
-3,205
|
Closed
|
|
|
4115
|
Ninety One
Cape Town,
South Africa
|
–
|
-$438K
|
-3,058
|
Closed
|
|
|
4116
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
–
|
-$390K
|
-2,724
|
Closed
|
|
|
4117
|
LeClair Wealth Partners
Dublin,
Ohio
|
–
|
-$380K
|
-2,649
|
Closed
|
|
|
4118
|
Hudson Value Partners
Palm Beach,
Florida
|
–
|
-$379K
|
-2,634
|
Closed
|
|
|
4119
|
Collaborative Wealth Management
Lake Mary,
Florida
|
–
|
-$360K
|
-2,509
|
Closed
|
|
|
4120
|
Fortem Financial Group
Palm Desert,
California
|
–
|
-$355K
|
-2,474
|
Closed
|
|
|
4121
|
Berkshire Money Management
Dalton,
Massachusetts
|
–
|
-$348K
|
-2,431
|
Closed
|
|
|
4122
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
–
|
-$348K
|
-2,426
|
Closed
|
|
|
4123
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
–
|
-$339K
|
-2,363
|
Closed
|
|
|
4124
|
Davies Financial Advisors
Murrieta,
California
|
–
|
-$320K
|
-2,233
|
Closed
|
|
|
4125
|
Ables Iannone Moore & Associates
Savannah,
Georgia
|
–
|
-$318K
|
-2,219
|
Closed
|
|
