|
501
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
–
|
-$1.39M
|
-29,070
|
Closed
|
|
|
502
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$1.38M
|
-28,859
|
Closed
|
|
|
503
|
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
|
–
|
-$1.37M
|
-28,781
|
Closed
|
|
|
504
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
–
|
-$1.02M
|
-21,454
|
Closed
|
|
|
505
|
Capitolis Liquid Global Markets
New York
|
–
|
-$963K
|
-20,200
|
Closed
|
|
|
506
|
Stevens Capital Management
Radnor,
Pennsylvania
|
–
|
-$955K
|
-20,042
|
Closed
|
|
|
507
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$932K
|
-19,547
|
Closed
|
|
|
508
|
Client First Investment Management
West Bend,
Wisconsin
|
–
|
-$864K
|
-18,126
|
Closed
|
|
|
509
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$859K
|
-18,028
|
Closed
|
|
|
510
|
Symmetry Investments
St Helier,
Jersey
|
–
|
-$849K
|
-17,800
|
Closed
|
|
|
511
|
|
–
|
-$763K
|
-16,000
|
Closed
|
|
|
512
|
|
–
|
-$755K
|
-15,605
|
Closed
|
|
|
513
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
–
|
-$637K
|
-13,359
|
Closed
|
|
|
514
|
MMBG Investment Advisors
Miami,
Florida
|
–
|
-$500K
|
-10,480
|
Closed
|
|
|
515
|
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
|
–
|
-$493K
|
-10,340
|
Closed
|
|
|
516
|
VestGen Advisors
Inverness,
Illinois
|
–
|
-$413K
|
-8,672
|
Closed
|
|
|
517
|
Persium Advisors
Atlanta,
Georgia
|
–
|
-$411K
|
-8,623
|
Closed
|
|
|
518
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
–
|
-$392K
|
-8,232
|
Closed
|
|
|
519
|
Bramshill Investments
Naples,
Florida
|
–
|
-$381K
|
-8,000
|
Closed
|
|
|
520
|
Uniting Wealth Partners
Mission,
Kansas
|
–
|
-$293K
|
-6,151
|
Closed
|
|
|
521
|
Welch Group
Birmingham,
Alabama
|
–
|
-$290K
|
-6,076
|
Closed
|
|
|
522
|
Brave Asset Management
Summit,
New Jersey
|
–
|
-$279K
|
-5,850
|
Closed
|
|
|
523
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
–
|
-$278K
|
-5,738
|
Closed
|
|
|
524
|
Moors & Cabot
Boston,
Massachusetts
|
–
|
-$251K
|
-5,268
|
Closed
|
|
|
525
|
Elm3 Financial Group
Alpharetta,
Georgia
|
–
|
-$241K
|
-5,053
|
Closed
|
|
