|
526
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$3.45M
|
-81,838
|
Closed
|
|
|
527
|
American Trust
Lexington,
Kentucky
|
–
|
-$2.75M
|
-65,090
|
Closed
|
|
|
528
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
–
|
-$2.52M
|
-59,683
|
Closed
|
|
|
529
|
Cerity Partners OCIO
New York
|
–
|
-$1.75M
|
-41,356
|
Closed
|
|
|
530
|
Benjamin Edwards Inc
Clayton,
Missouri
|
–
|
-$1.47M
|
-34,938
|
Closed
|
|
|
531
|
Faithward Advisors
Lancaster,
Pennsylvania
|
–
|
-$1.2M
|
-28,353
|
Closed
|
|
|
532
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$1.17M
|
-27,618
|
Closed
|
|
|
533
|
MA Private Wealth
San Carlos,
California
|
–
|
-$931K
|
-22,055
|
Closed
|
|
|
534
|
Vicus Capital
State College,
Pennsylvania
|
–
|
-$713K
|
-16,893
|
Closed
|
|
|
535
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$685K
|
-16,215
|
Closed
|
|
|
536
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$678K
|
-16,070
|
Closed
|
|
|
537
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
–
|
-$570K
|
-13,518
|
Closed
|
|
|
538
|
Symphony Financial Services
Akron,
Ohio
|
–
|
-$651K
|
-10,000
|
Closed
|
|
|
539
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$410K
|
-9,705
|
Closed
|
|
|
540
|
Lido Advisors
Los Angeles,
California
|
–
|
-$405K
|
-9,596
|
Closed
|
|
|
541
|
Flow Traders U.S.
New York
|
–
|
-$290K
|
-6,861
|
Closed
|
|
|
542
|
MGO Private Wealth
Irvine,
California
|
–
|
-$274K
|
-6,503
|
Closed
|
|
|
543
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
–
|
-$267K
|
-6,332
|
Closed
|
|
|
544
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$260K
|
-6,171
|
Closed
|
|
|
545
|
MontVue Capital Management
Lynchburg,
Virginia
|
–
|
-$232K
|
-5,494
|
Closed
|
|
|
546
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
–
|
-$208K
|
-4,949
|
Closed
|
|
|
547
|
Bailard
Foster City,
California
|
–
|
-$206K
|
-4,881
|
Closed
|
|
|
548
|
Summit Financial
Parsippany,
New Jersey
|
–
|
-$201K
|
-4,762
|
Closed
|
|
|
549
|
Headlands Technologies
Chicago,
Illinois
|
–
|
-$184K
|
-4,352
|
Closed
|
|
|
550
|
Allianz Asset Management
Munich,
Germany
|
–
|
-$143K
|
-3,400
|
Closed
|
|
