|
226
|
TriaGen Wealth Management
Calabasas,
California
|
–
|
-$1.81M
|
-25,853
|
Closed
|
|
|
227
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
–
|
-$1.37M
|
-19,500
|
Closed
|
|
|
228
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$1.2M
|
-17,100
|
Closed
|
|
|
229
|
Sierra Capital
Miami,
Florida
|
–
|
-$1.03M
|
-14,702
|
Closed
|
|
|
230
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.02M
|
-14,592
|
Closed
|
|
|
231
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
–
|
-$936K
|
-13,354
|
Closed
|
|
|
232
|
Americana Partners
Houston,
Texas
|
–
|
-$918K
|
-13,100
|
Closed
|
|
|
233
|
Chevy Chase Trust
Bethesda,
Maryland
|
–
|
-$570K
|
-8,126
|
Closed
|
|
|
234
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
–
|
-$524K
|
-7,469
|
Closed
|
|
|
235
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
–
|
-$296K
|
-4,224
|
Closed
|
|
|
236
|
Lido Advisors
Los Angeles,
California
|
–
|
-$279K
|
-3,991
|
Closed
|
|
|
237
|
Round Table Services
Westfield,
New Jersey
|
–
|
-$244K
|
-3,477
|
Closed
|
|
|
238
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
–
|
-$240K
|
-3,416
|
Closed
|
|
|
239
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$237K
|
-3,374
|
Closed
|
|
|
240
|
Summit Place Financial Advisors
Summit,
New Jersey
|
–
|
-$232K
|
-3,305
|
Closed
|
|
|
241
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$227K
|
-3,237
|
Closed
|
|
|
242
|
Veritable
Wilmington,
Delaware
|
–
|
-$226K
|
-3,220
|
Closed
|
|
|
243
|
Kellett Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$221K
|
-3,150
|
Closed
|
|
|
244
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$206K
|
-2,925
|
Closed
|
|
|
245
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$203K
|
-2,898
|
Closed
|
|
|
246
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$144K
|
-2,056
|
Closed
|
|
|
247
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$102K
|
-1,453
|
Closed
|
|
|
248
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
–
|
-$52K
|
-750
|
Closed
|
|
|
249
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
–
|
-$49K
|
-700
|
Closed
|
|
|
250
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$42K
|
-601
|
Closed
|
|
