|
801
|
Blume Capital Management
Berkeley,
California
|
–
|
-$168K
|
-10,000
|
Closed
|
|
|
802
|
Next Capital Management
New York
|
–
|
-$126K
|
-7,502
|
Closed
|
|
|
803
|
BBVA USA Bancshares
Houston,
Texas
|
–
|
-$67K
|
-3,974
|
Closed
|
|
|
804
|
Chevy Chase Trust
Bethesda,
Maryland
|
–
|
-$61K
|
-3,600
|
Closed
|
|
|
805
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$42.9K
|
-2,788
|
-100%
|
|
|
806
|
Personal Wealth Partners
Bloomington,
Minnesota
|
–
|
-$45K
|
-2,660
|
Closed
|
|
|
807
|
Westwood Holdings Group
Dallas,
Texas
|
–
|
-$39K
|
-2,330
|
Closed
|
|
|
808
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
–
|
-$39K
|
-2,300
|
Closed
|
|
|
809
|
Founders Capital Management (Texas)
Houston,
Texas
|
–
|
-$34K
|
-2,000
|
Closed
|
|
|
810
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
–
|
-$25K
|
-1,514
|
Closed
|
|
|
811
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$21K
|
-1,264
|
Closed
|
|
|
812
|
Anfield Capital Management
Irvine,
California
|
–
|
-$11K
|
-628
|
Closed
|
|
|
813
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
–
|
-$7.1K
|
-422
|
Closed
|
|
|
814
|
Lowe Wealth Advisors
Columbia,
Maryland
|
–
|
-$7K
|
-400
|
Closed
|
|
|
815
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$7K
|
-388
|
Closed
|
|
|
816
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
–
|
-$5K
|
-306
|
Closed
|
|
|
817
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
–
|
-$2K
|
-118
|
Closed
|
|
|
818
|
Tarbox Family Office
Newport Beach,
California
|
–
|
-$1K
|
-78
|
Closed
|
|
|
819
|
Wealth Quarterback
Toms River,
New Jersey
|
–
|
-$550
|
-32
|
Closed
|
|
|
820
|
LifePlan Financial Group
Dayton,
Ohio
|
–
|
-$92
|
-6
|
Closed
|
|
|
821
|
NWK Group
San Francisco,
California
|
–
|
+$31
|
+2
|
New
|
|
|
822
|
M&R Capital Management
Summit,
New Jersey
|
–
|
+$62
|
+4
|
New
|
|
|
823
|
Inspire Investing
Meridian,
Idaho
|
–
|
+$554
|
+36
|
New
|
|
