|
901
|
NEPC LLC
Boston,
Massachusetts
|
–
|
-$5.79M
|
-73,252
|
Closed
|
|
|
902
|
Resource Management
Metairie,
Louisiana
|
–
|
-$4.76M
|
-60,127
|
Closed
|
|
|
903
|
Salzman & Co
Pittsford,
New York
|
–
|
-$3.88M
|
-49,072
|
Closed
|
|
|
904
|
Dynamic Technology Lab
Singapore
|
–
|
-$1.54M
|
-19,508
|
Closed
|
|
|
905
|
MidWestOne Financial Group
Iowa City,
Iowa
|
–
|
-$1.36M
|
-17,167
|
Closed
|
|
|
906
|
Fiduciary Planning
Englewood,
Florida
|
–
|
-$1.23M
|
-15,606
|
Closed
|
|
|
907
|
Nomura Asset Management
Tokyo,
Japan
|
–
|
-$1.15M
|
-14,500
|
Closed
|
|
|
908
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$1.02M
|
-12,966
|
Closed
|
|
|
909
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$665K
|
-8,405
|
Closed
|
|
|
910
|
Capital Wealth Planning
Naples,
Florida
|
–
|
-$593K
|
-7,498
|
Closed
|
|
|
911
|
Family Management
New York
|
–
|
-$502K
|
-6,346
|
Closed
|
|
|
912
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
–
|
-$396K
|
-5,000
|
Closed
|
|
|
913
|
|
–
|
-$396K
|
-5,000
|
Closed
|
|
|
914
|
Parcion Private Wealth
Bellevue,
Washington
|
–
|
-$393K
|
-4,973
|
Closed
|
|
|
915
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$387K
|
-4,897
|
Closed
|
|
|
916
|
Capital Management
Glen Allen,
Virginia
|
–
|
-$314K
|
-3,970
|
Closed
|
|
|
917
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
–
|
-$313K
|
-3,957
|
Closed
|
|
|
918
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$304K
|
-3,849
|
Closed
|
|
|
919
|
R.M. Davis Inc
Portland,
Maine
|
–
|
-$281K
|
-3,557
|
Closed
|
|
|
920
|
Bank of the West
Monterey Park,
California
|
–
|
-$232K
|
-2,931
|
Closed
|
|
|
921
|
Tempus Wealth Planning
Irvine,
California
|
–
|
-$223K
|
-2,817
|
Closed
|
|
|
922
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
–
|
-$215K
|
-2,736
|
Closed
|
|
|
923
|
Regions Financial Corp
Birmingham,
Alabama
|
–
|
-$214K
|
-2,708
|
Closed
|
|
|
924
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
–
|
-$206K
|
-2,606
|
Closed
|
|
|
925
|
Colony Group
Boston,
Massachusetts
|
–
|
-$205K
|
-2,593
|
Closed
|
|
