|
176
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$345K
|
-24,200
|
Closed
|
|
|
177
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$311K
|
-21,805
|
Closed
|
|
|
178
|
Altium Wealth Management
Purchase,
New York
|
–
|
-$283K
|
-19,860
|
Closed
|
|
|
179
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$277K
|
-19,445
|
Closed
|
|
|
180
|
Wintrust Investments
Chicago,
Illinois
|
–
|
-$253K
|
-17,720
|
Closed
|
|
|
181
|
QP Wealth Management
Eatontown,
New Jersey
|
–
|
-$240K
|
-16,830
|
Closed
|
|
|
182
|
Shilanski & Associates
Anchorage,
Alaska
|
–
|
-$224K
|
-15,690
|
Closed
|
|
|
183
|
ARGA Investment Management
Stamford,
Connecticut
|
–
|
-$223K
|
-15,655
|
Closed
|
|
|
184
|
Guggenheim Capital
Chicago,
Illinois
|
–
|
-$223K
|
-15,600
|
Closed
|
|
|
185
|
Fernwood Investment Management
Quincy,
Massachusetts
|
–
|
-$214K
|
-15,000
|
Closed
|
|
|
186
|
TownSquare Capital
Provo,
Utah
|
–
|
-$206K
|
-14,460
|
Closed
|
|
|
187
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$202K
|
-14,155
|
Closed
|
|
|
188
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$125K
|
-8,745
|
Closed
|
|
|
189
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$48K
|
-3,350
|
Closed
|
|
|
190
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$92K
|
-2,000
|
Closed
|
|
|
191
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$23K
|
-1,585
|
Closed
|
|
|
192
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$22K
|
-1,565
|
Closed
|
|
|
193
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
–
|
-$9K
|
-650
|
Closed
|
|
|
194
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
–
|
-$4K
|
-290
|
Closed
|
|
|
195
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
–
|
-$4K
|
-275
|
Closed
|
|
|
196
|
Old North State Trust
Greensboro,
North Carolina
|
–
|
-$3K
|
-225
|
Closed
|
|
|
197
|
EARNEST Partners
Atlanta,
Georgia
|
–
|
-$3K
|
-205
|
Closed
|
|
