|
951
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
–
|
-$1.15M
|
-13,440
|
Closed
|
|
|
952
|
Clearstead Trust
Portland,
Maine
|
–
|
-$1.05M
|
-12,455
|
-100%
|
|
|
953
|
MONECO Advisors
Fairfield,
Connecticut
|
–
|
-$1.06M
|
-12,441
|
Closed
|
|
|
954
|
Fifth Third Securities
Cincinnati,
Ohio
|
–
|
-$998K
|
-11,662
|
Closed
|
|
|
955
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$877K
|
-10,255
|
Closed
|
|
|
956
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$815K
|
-9,525
|
Closed
|
|
|
957
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
–
|
-$788K
|
-9,213
|
Closed
|
|
|
958
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$707K
|
-8,270
|
Closed
|
|
|
959
|
Mount Yale Investment Advisors
Denver,
Colorado
|
–
|
-$663K
|
-7,754
|
Closed
|
|
|
960
|
Aries Wealth Management
Portland,
Maine
|
–
|
-$627K
|
-7,328
|
Closed
|
|
|
961
|
Jag Capital Management
St Louis,
Missouri
|
–
|
-$512K
|
-5,988
|
Closed
|
|
|
962
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
–
|
-$512K
|
-5,985
|
Closed
|
|
|
963
|
Chesley Taft & Associates
Chicago,
Illinois
|
–
|
-$512K
|
-5,982
|
Closed
|
|
|
964
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$496K
|
-5,800
|
Closed
|
|
|
965
|
Advisor Partners
Walnut Creek,
California
|
–
|
-$470K
|
-5,491
|
Closed
|
|
|
966
|
9258 Wealth Management
Blue Ash,
Ohio
|
–
|
-$449K
|
-5,247
|
Closed
|
|
|
967
|
Meridian Investment Counsel
Lafayette,
California
|
–
|
-$445K
|
-5,200
|
Closed
|
|
|
968
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
–
|
-$318K
|
-3,714
|
Closed
|
|
|
969
|
Exchange Capital Management
Ann Arbor,
Michigan
|
–
|
-$295K
|
-3,447
|
Closed
|
|
|
970
|
Trexquant Investment
Stamford,
Connecticut
|
–
|
-$289K
|
-3,384
|
Closed
|
|
|
971
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
–
|
-$283K
|
-3,313
|
Closed
|
|
|
972
|
Wiser Wealth Management
Marietta,
Georgia
|
–
|
-$280K
|
-3,279
|
Closed
|
|
|
973
|
Forum Financial Management
Lombard,
Illinois
|
–
|
-$273K
|
-3,189
|
Closed
|
|
|
974
|
Mason Investment Advisory Services
Reston,
Virginia
|
–
|
-$265K
|
-3,100
|
Closed
|
|
|
975
|
Naples Global Advisors
Naples,
Florida
|
–
|
-$264K
|
-3,085
|
Closed
|
|
