|
1226
|
Woodward Diversified Capital
Bakersfield,
California
|
–
|
-$218K
|
-8,289
|
Closed
|
|
|
1227
|
Alerus Financial
Grand Forks,
North Dakota
|
–
|
-$215K
|
-8,160
|
Closed
|
|
|
1228
|
1900 Wealth Management
San Antonio,
Texas
|
–
|
-$214K
|
-8,145
|
Closed
|
|
|
1229
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
–
|
-$214K
|
-8,100
|
Closed
|
|
|
1230
|
ETFidea
Syracuse,
New York
|
–
|
-$213K
|
-8,091
|
Closed
|
|
|
1231
|
Linscomb Wealth
Houston,
Texas
|
–
|
-$211K
|
-8,031
|
Closed
|
|
|
1232
|
Donor Advised Charitable Giving
San Francisco,
California
|
–
|
-$211K
|
-8,013
|
Closed
|
|
|
1233
|
CJM Wealth Advisers
Falls Church,
Virginia
|
–
|
-$208K
|
-7,926
|
Closed
|
|
|
1234
|
Allied Investment Advisors
Billings,
Montana
|
–
|
-$207K
|
-7,869
|
Closed
|
|
|
1235
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$207K
|
-7,854
|
Closed
|
|
|
1236
|
Keystone Wealth Services
Palm Desert,
California
|
–
|
-$206K
|
-7,836
|
Closed
|
|
|
1237
|
Waverly Advisors
Birmingham,
Alabama
|
–
|
-$205K
|
-7,800
|
Closed
|
|
|
1238
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
–
|
-$204K
|
-7,758
|
Closed
|
|
|
1239
|
ERn Financial LLC
Middleton,
Wisconsin
|
–
|
-$202K
|
-7,677
|
Closed
|
|
|
1240
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$202K
|
-7,668
|
Closed
|
|
|
1241
|
Sterling Financial Planning
Sparta,
New Jersey
|
–
|
-$201K
|
-7,644
|
Closed
|
|
|
1242
|
Sonora Investment Management Group
Tucson,
Arizona
|
–
|
-$200K
|
-7,617
|
Closed
|
|
|
1243
|
Gratus Capital
Atlanta,
Georgia
|
–
|
-$200K
|
-7,593
|
Closed
|
|
|
1244
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$151K
|
-5,727
|
Closed
|
|
|
1245
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$136K
|
-5,172
|
Closed
|
|
|
1246
|
|
–
|
-$90.7K
|
-3,450
|
Closed
|
|
|
1247
|
Simon Quick Advisors
Morristown,
New Jersey
|
–
|
-$90K
|
-3,423
|
Closed
|
|
|
1248
|
Pacifica Partners
Surrey,
Canada
|
–
|
-$79K
|
-3,066
|
Closed
|
|
|
1249
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$63K
|
-2,394
|
Closed
|
|
|
1250
|
Optiver Holding
Amsterdam,
Netherlands
|
–
|
-$31K
|
-1,194
|
Closed
|
|
