|
2501
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$1.9M
|
-7,237
|
Closed
|
|
|
2502
|
Flow Traders U.S.
New York
|
–
|
-$1.89M
|
-7,199
|
Closed
|
|
|
2503
|
Cerity Partners Retirement Plan Advisors
New York
|
–
|
-$1.43M
|
-5,466
|
Closed
|
|
|
2504
|
Pathfinder Wealth Consulting
Wilmington,
North Carolina
|
–
|
-$1.28M
|
-4,880
|
Closed
|
|
|
2505
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
–
|
-$1.25M
|
-4,790
|
Closed
|
|
|
2506
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$1.18M
|
-4,515
|
Closed
|
|
|
2507
|
Investment Counsel Company of Nevada
Las Vegas,
Nevada
|
–
|
-$1.05M
|
-4,002
|
Closed
|
|
|
2508
|
Oversea-Chinese Banking Corp (OCBC)
Singapore
|
–
|
-$917K
|
-3,500
|
Closed
|
|
|
2509
|
Smith Asset Management
Chiefland,
Florida
|
–
|
-$853K
|
-3,255
|
Closed
|
|
|
2510
|
Willis Johnson & Associates
Houston,
Texas
|
–
|
-$826K
|
-3,153
|
Closed
|
|
|
2511
|
Summitry LLC
Foster City,
California
|
–
|
-$473K
|
-1,804
|
Closed
|
|
|
2512
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
–
|
-$360K
|
-1,373
|
Closed
|
|
|
2513
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
–
|
-$343K
|
-1,311
|
Closed
|
|
|
2514
|
Evolve Private Wealth
Los Angeles,
California
|
–
|
-$342K
|
-1,304
|
Closed
|
|
|
2515
|
|
–
|
-$280K
|
-1,070
|
Closed
|
|
|
2516
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
–
|
-$268K
|
-1,024
|
Closed
|
|
|
2517
|
Morton Capital Management
Calabasas,
California
|
–
|
-$259K
|
-990
|
Closed
|
|
|
2518
|
Mattern Capital Management
Lakewood,
Colorado
|
–
|
-$243K
|
-926
|
Closed
|
|
|
2519
|
Aurora Private Wealth
Rockaway,
New Jersey
|
–
|
-$236K
|
-916
|
Closed
|
|
|
2520
|
Andina Capital Management
Lehi,
Utah
|
–
|
-$237K
|
-903
|
Closed
|
|
|
2521
|
RMG Wealth Management
Platteville,
Wisconsin
|
–
|
-$241K
|
-835
|
Closed
|
|
|
2522
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
–
|
-$213K
|
-812
|
Closed
|
|
|
2523
|
Highland Financial Advisors
Wayne,
New Jersey
|
–
|
-$211K
|
-804
|
Closed
|
|
|
2524
|
Well Done LLC
Holland,
Michigan
|
–
|
-$201K
|
-769
|
Closed
|
|
|
2525
|
Seal Cove Capital
Palo Alto,
California
|
–
|
-$196K
|
-750
|
Closed
|
|
