|
501
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$235K
|
-1,862
|
Closed
|
|
|
502
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$221K
|
-1,751
|
Closed
|
|
|
503
|
Covenant Multifamily Offices
San Antonio,
Texas
|
–
|
-$210K
|
-1,660
|
Closed
|
|
|
504
|
ACG Wealth
Atlanta,
Georgia
|
–
|
-$210K
|
-1,659
|
Closed
|
|
|
505
|
Stratford Consulting
Addison,
Texas
|
–
|
-$202K
|
-1,600
|
Closed
|
|
|
506
|
|
–
|
-$201K
|
-1,586
|
Closed
|
|
|
507
|
Brown Brothers Harriman & Co
New York
|
–
|
-$131K
|
-1,040
|
Closed
|
|
|
508
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
–
|
-$127K
|
-1,008
|
Closed
|
|
|
509
|
Cable Hill Partners
Portland,
Oregon
|
–
|
-$38K
|
-302
|
Closed
|
|
|
510
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$27K
|
-213
|
Closed
|
|
|
511
|
Shamrock Asset Management
Dallas,
Texas
|
–
|
-$15K
|
-120
|
Closed
|
|
|
512
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$10K
|
-80
|
Closed
|
|
|
513
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$8K
|
-63
|
Closed
|
|
|
514
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
–
|
-$6K
|
-52
|
Closed
|
|
|
515
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
–
|
-$7K
|
-52
|
Closed
|
|
|
516
|
WealthBridge Capital Management
Westerville,
Ohio
|
–
|
-$5K
|
-38
|
Closed
|
|
|
517
|
Alera Investment Advisors
Deerfield,
Illinois
|
–
|
-$5K
|
-37
|
Closed
|
|
|
518
|
Edge Wealth Management
New York
|
–
|
-$2K
|
-17
|
Closed
|
|
|
519
|
Riverview Trust Company
Vancouver,
Washington
|
–
|
-$2K
|
-17
|
Closed
|
|
|
520
|
Private Ocean
San Rafael,
California
|
–
|
+$127
|
+1
|
New
|
|
|
521
|
Royal Fund Management
Lady Lake,
Florida
|
–
|
+$508
|
+4
|
New
|
|
