|
1201
|
Strategic Global Advisors
Newport Beach,
California
|
–
|
-$941K
|
-16,514
|
Closed
|
|
|
1202
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$672K
|
-11,677
|
Closed
|
|
|
1203
|
Abel Hall LLC
Baton Rouge,
Louisiana
|
–
|
-$634K
|
-11,127
|
Closed
|
|
|
1204
|
Van Diest Capital
Poly City,
Iowa
|
–
|
-$624K
|
-10,954
|
Closed
|
|
|
1205
|
Argonautica Private Wealth Management
Wellesley,
Massachusetts
|
–
|
-$599K
|
-10,521
|
Closed
|
|
|
1206
|
NIA Impact Advisors
Berkeley,
California
|
–
|
-$593K
|
-10,417
|
Closed
|
|
|
1207
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
–
|
-$590K
|
-10,351
|
Closed
|
|
|
1208
|
Winton Group
London,
United Kingdom
|
–
|
-$581K
|
-10,200
|
Closed
|
|
|
1209
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
–
|
-$477K
|
-8,379
|
Closed
|
|
|
1210
|
|
–
|
-$405K
|
-7,042
|
Closed
|
|
|
1211
|
Douglass Winthrop Advisors
New York
|
–
|
-$394K
|
-6,922
|
Closed
|
|
|
1212
|
Larry Mathis Financial Planning
Phoenix,
Arizona
|
–
|
-$379K
|
-6,644
|
Closed
|
|
|
1213
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
–
|
-$364K
|
-6,393
|
Closed
|
|
|
1214
|
EntryPoint Capital
New York
|
–
|
-$358K
|
-6,288
|
Closed
|
|
|
1215
|
Aigen Investment Management
New York
|
–
|
-$349K
|
-6,123
|
Closed
|
|
|
1216
|
Beck Bode LLC
Dedham,
Massachusetts
|
–
|
-$331K
|
-5,817
|
Closed
|
|
|
1217
|
Haven Private
Orlando,
Florida
|
–
|
-$326K
|
-5,719
|
Closed
|
|
|
1218
|
Old National Bancorp
Evansville,
Indiana
|
–
|
-$303K
|
-5,327
|
Closed
|
|
|
1219
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
–
|
-$302K
|
-5,293
|
Closed
|
|
|
1220
|
Bridgefront Capital
Austin,
Texas
|
–
|
-$289K
|
-5,067
|
Closed
|
|
|
1221
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
–
|
-$280K
|
-4,907
|
Closed
|
|
|
1222
|
Livet Wealth
Salt Lake City,
Utah
|
–
|
-$278K
|
-4,883
|
Closed
|
|
|
1223
|
Perpetual Ltd
Sydney, New South Wales,
Australia
|
–
|
-$270K
|
-4,738
|
Closed
|
|
|
1224
|
Procyon Advisors
Shelton,
Connecticut
|
–
|
-$266K
|
-4,670
|
Closed
|
|
|
1225
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$258K
|
-4,491
|
Closed
|
|
