|
1501
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
–
|
-$359K
|
-1,211
|
Closed
|
|
|
1502
|
First American Trust
Santa Ana,
California
|
–
|
-$343K
|
-1,157
|
Closed
|
|
|
1503
|
R Squared
Central,
Hong Kong
|
–
|
-$331K
|
-1,117
|
Closed
|
|
|
1504
|
Capital Performance Advisors
Walnut Creek,
California
|
–
|
-$320K
|
-1,079
|
Closed
|
|
|
1505
|
Archer Investment Corporation
Carmel,
Indiana
|
–
|
-$307K
|
-1,036
|
Closed
|
|
|
1506
|
Calamos Wealth Management
Naperville,
Illinois
|
–
|
-$304K
|
-1,024
|
Closed
|
|
|
1507
|
TABR Capital Management
Orange,
California
|
–
|
-$297K
|
-1,003
|
Closed
|
|
|
1508
|
Credit Capital Investments
Livingston,
New Jersey
|
–
|
-$296K
|
-1,000
|
Closed
|
|
|
1509
|
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
–
|
-$276K
|
-932
|
Closed
|
|
|
1510
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
–
|
-$237K
|
-800
|
Closed
|
|
|
1511
|
Stevens Capital Management
Radnor,
Pennsylvania
|
–
|
-$233K
|
-786
|
Closed
|
|
|
1512
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
–
|
-$227K
|
-767
|
Closed
|
|
|
1513
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
–
|
-$240K
|
-761
|
Closed
|
|
|
1514
|
Van Berkom & Associates
Montreal,
Quebec, Canada
|
–
|
-$222K
|
-750
|
Closed
|
|
|
1515
|
Volterra Technologies
New York
|
–
|
-$210K
|
-707
|
Closed
|
|
|
1516
|
Semanteon Capital Management
Newton,
Massachusetts
|
–
|
-$204K
|
-688
|
Closed
|
|
|
1517
|
Foguth Wealth Management
Brighton,
Michigan
|
–
|
-$203K
|
-543
|
Closed
|
|
|
1518
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$160K
|
-539
|
Closed
|
|
|
1519
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$93K
|
-313
|
Closed
|
|
|
1520
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
–
|
-$61.1K
|
-206
|
Closed
|
|
|
1521
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
–
|
-$49.8K
|
-168
|
Closed
|
|
|
1522
|
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
|
–
|
-$44.5K
|
-150
|
Closed
|
|
|
1523
|
Intentional Wealth Strategies
Colorado Springs,
Colorado
|
–
|
-$43K
|
-145
|
Closed
|
|
|
1524
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$39.1K
|
-132
|
Closed
|
|
|
1525
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$16.6K
|
-56
|
Closed
|
|
