|
501
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$257K
|
-947
|
Closed
|
|
|
502
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$256K
|
-941
|
Closed
|
|
|
503
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$243K
|
-891
|
Closed
|
|
|
504
|
Capstone Investment Advisors
New York
|
–
|
-$241K
|
-885
|
Closed
|
|
|
505
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$234K
|
-858
|
Closed
|
|
|
506
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
–
|
-$218K
|
-800
|
Closed
|
|
|
507
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$216K
|
-793
|
Closed
|
|
|
508
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
–
|
-$210K
|
-771
|
Closed
|
|
|
509
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$203K
|
-745
|
Closed
|
|
|
510
|
Affinity Investment Advisors
Newport Beach,
California
|
–
|
-$201K
|
-737
|
Closed
|
|
|
511
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
–
|
-$96.1K
|
-352
|
Closed
|
|
|
512
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
–
|
-$31.3K
|
-115
|
Closed
|
|
|
513
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$11.2K
|
-41
|
Closed
|
|
|
514
|
Capital Performance Advisors
Walnut Creek,
California
|
–
|
-$3.54K
|
-13
|
Closed
|
|
|
515
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$3.27K
|
-12
|
Closed
|
|
|
516
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$3K
|
-11
|
Closed
|
|
|
517
|
Avion Wealth
The Woodlands,
Texas
|
–
|
-$1K
|
-4
|
Closed
|
|
|
518
|
Rothschild Investment LLC
Chicago,
Illinois
|
–
|
-$269
|
-1
|
Closed
|
|
