|
801
|
Heritage Family Offices
Scottsdale,
Arizona
|
–
|
-$639K
|
-9,956
|
Closed
|
|
|
802
|
Capital Group Private Client Services
Los Angeles,
California
|
–
|
-$509K
|
-8,288
|
Closed
|
|
|
803
|
Harbour Investment Management
Edmonds,
Washington
|
–
|
-$512K
|
-8,214
|
Closed
|
|
|
804
|
FSM Wealth Advisors
Cleveland,
Ohio
|
–
|
-$365K
|
-6,035
|
Closed
|
|
|
805
|
Midwest Trust
Overland Park,
Kansas
|
–
|
-$364K
|
-5,937
|
Closed
|
|
|
806
|
Choate Investment Advisors
Boston,
Massachusetts
|
–
|
-$360K
|
-5,859
|
Closed
|
|
|
807
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
–
|
-$337K
|
-5,485
|
Closed
|
|
|
808
|
Focus Partners Wealth
Boston,
Massachusetts
|
–
|
-$324K
|
-5,271
|
Closed
|
|
|
809
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
–
|
-$309K
|
-5,034
|
Closed
|
|
|
810
|
Cambiar Investors
Denver,
Colorado
|
–
|
-$300K
|
-4,891
|
Closed
|
|
|
811
|
Janus Henderson Group
London,
|
–
|
-$293K
|
-4,766
|
Closed
|
|
|
812
|
Good Steward Wealth Advisors
Clarksville,
Tennessee
|
–
|
-$285K
|
-4,649
|
Closed
|
|
|
813
|
Bluefin Capital Management
New York
|
–
|
-$264K
|
-4,300
|
Closed
|
|
|
814
|
Silver Oak Securities
Jackson,
Tennessee
|
–
|
-$261K
|
-4,247
|
Closed
|
|
|
815
|
Griffin Asset Management
New York
|
–
|
-$252K
|
-4,105
|
Closed
|
|
|
816
|
Warther Private Wealth
Akron,
Ohio
|
–
|
-$252K
|
-4,101
|
Closed
|
|
|
817
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$247K
|
-4,026
|
Closed
|
|
|
818
|
KCM Investment Advisors
Greenbrae,
California
|
–
|
-$242K
|
-3,943
|
Closed
|
|
|
819
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
–
|
-$239K
|
-3,897
|
Closed
|
|
|
820
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
–
|
-$238K
|
-3,873
|
Closed
|
|
|
821
|
Venture Visionary Partners
Sylvania,
Ohio
|
–
|
-$219K
|
-3,562
|
Closed
|
|
|
822
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$208K
|
-3,391
|
Closed
|
|
|
823
|
Visionary Horizons
Knoxville,
Tennessee
|
–
|
-$207K
|
-3,369
|
Closed
|
|
|
824
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
–
|
-$205K
|
-3,343
|
Closed
|
|
|
825
|
Voya Financial Advisors
Windsor,
Connecticut
|
–
|
-$206K
|
-3,343
|
Closed
|
|
