|
901
|
Summit X LLC
Chesterfield,
Missouri
|
–
|
-$301K
|
-3,497
|
Closed
|
|
|
902
|
Seed Wealth Management
Evanston,
Illinois
|
–
|
-$214K
|
-3,445
|
Closed
|
|
|
903
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$212K
|
-3,410
|
Closed
|
|
|
904
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
–
|
-$210K
|
-3,375
|
Closed
|
|
|
905
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$210K
|
-3,373
|
Closed
|
|
|
906
|
Nations Financial Group
Cedar Rapids,
Iowa
|
–
|
-$210K
|
-3,371
|
Closed
|
|
|
907
|
Equitable Holdings
New York
|
–
|
-$210K
|
-3,370
|
Closed
|
|
|
908
|
Klingman & Associates
New York
|
–
|
-$209K
|
-3,361
|
Closed
|
|
|
909
|
Choate Investment Advisors
Boston,
Massachusetts
|
–
|
-$208K
|
-3,337
|
Closed
|
|
|
910
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
–
|
-$207K
|
-3,330
|
Closed
|
|
|
911
|
Denver Wealth Management
Denver,
Colorado
|
–
|
-$203K
|
-3,268
|
Closed
|
|
|
912
|
Campion Asset Management
Falls Church,
Virginia
|
–
|
-$203K
|
-3,255
|
Closed
|
|
|
913
|
Comerica Securities
Detroit,
Michigan
|
–
|
-$184K
|
-2,960
|
Closed
|
|
|
914
|
Rockefeller Capital Management
New York
|
–
|
-$126K
|
-2,035
|
Closed
|
|
|
915
|
Ameliora Wealth Management
Zurich,
Switzerland
|
–
|
-$122K
|
-1,957
|
Closed
|
|
|
916
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$97.5K
|
-1,566
|
Closed
|
|
|
917
|
Sit Investment Associates
Minneapolis,
Minnesota
|
–
|
-$95K
|
-1,525
|
Closed
|
|
|
918
|
Counterpoint Mutual Funds
San Diego,
California
|
–
|
-$93.1K
|
-1,495
|
Closed
|
|
|
919
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
–
|
-$76.8K
|
-1,234
|
Closed
|
|
|
920
|
Clearstead Trust
Portland,
Maine
|
–
|
-$68K
|
-1,097
|
Closed
|
|
|
921
|
Dupont Capital Management
Wilmington,
Delaware
|
–
|
-$65.2K
|
-1,048
|
Closed
|
|
|
922
|
Zullo Investment Group
Scranton,
Pennsylvania
|
–
|
-$62.3K
|
-1,000
|
Closed
|
|
|
923
|
Riverview Trust Company
Vancouver,
Washington
|
–
|
-$47K
|
-759
|
Closed
|
|
|
924
|
Y.D. More Investments
Ramat Gan,
Israel
|
–
|
-$46K
|
-745
|
Closed
|
|
|
925
|
Romano Brothers & Co
Evanston,
Illinois
|
–
|
-$43.6K
|
-700
|
Closed
|
|
