|
676
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$372K
|
-25,872
|
Closed
|
|
|
677
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
–
|
-$358K
|
-24,888
|
Closed
|
|
|
678
|
People's United Financial
Bridgeport,
Connecticut
|
–
|
-$297K
|
-20,624
|
Closed
|
|
|
679
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$293K
|
-20,384
|
Closed
|
|
|
680
|
Marietta Investment Partners
Milwaukee,
Wisconsin
|
–
|
-$259K
|
-17,984
|
Closed
|
|
|
681
|
Plancorp LLC
Saint Louis,
Missouri
|
–
|
-$215K
|
-14,936
|
Closed
|
|
|
682
|
IEQ Capital
Foster City,
California
|
–
|
-$213K
|
-14,792
|
Closed
|
|
|
683
|
Catalyst Private Wealth
San Mateo,
California
|
–
|
-$111K
|
-7,728
|
Closed
|
|
|
684
|
Sandy Spring Bank
Olney,
Maryland
|
–
|
-$109K
|
-7,600
|
Closed
|
|
|
685
|
Advisory Alpha
Holland,
Michigan
|
–
|
-$78K
|
-5,336
|
Closed
|
|
|
686
|
Jeppson Wealth Management
Manhattan Beach,
California
|
–
|
-$46K
|
-3,208
|
Closed
|
|
|
687
|
Faithward Advisors
Lancaster,
Pennsylvania
|
–
|
-$36K
|
-2,512
|
Closed
|
|
|
688
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
–
|
-$16.1K
|
-1,120
|
Closed
|
|
|
689
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$12K
|
-816
|
Closed
|
|
|
690
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$6K
|
-440
|
Closed
|
|
|
691
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$3K
|
-216
|
Closed
|
|
|
692
|
TFC Financial Management
Boston,
Massachusetts
|
–
|
-$3K
|
-200
|
Closed
|
|
|
693
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$2K
|
-112
|
Closed
|
|
|
694
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
+$243
|
+16
|
New
|
|
