|
901
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$262K
|
-1,031
|
Closed
|
|
|
902
|
Fermata Advisors
Sonoma,
California
|
–
|
-$238K
|
-935
|
Closed
|
|
|
903
|
|
–
|
-$233K
|
-916
|
Closed
|
|
|
904
|
Cerity Partners OCIO
New York
|
–
|
-$231K
|
-909
|
Closed
|
|
|
905
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$230K
|
-903
|
Closed
|
|
|
906
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$220K
|
-866
|
Closed
|
|
|
907
|
Titus Wealth Management
Larskpur,
California
|
–
|
-$219K
|
-861
|
Closed
|
|
|
908
|
Cypress Capital
Franklin,
Tennessee
|
–
|
-$215K
|
-847
|
Closed
|
|
|
909
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
–
|
-$215K
|
-845
|
Closed
|
|
|
910
|
West Coast Financial
Santa Barbara,
California
|
–
|
-$211K
|
-831
|
Closed
|
|
|
911
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$208K
|
-819
|
Closed
|
|
|
912
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
–
|
-$207K
|
-813
|
Closed
|
|
|
913
|
GoalVest Advisory
New York
|
–
|
-$207K
|
-812
|
Closed
|
|
|
914
|
WC Walker & Associates
Fullerton,
California
|
–
|
-$210K
|
-811
|
Closed
|
|
|
915
|
Marco Investment Management
Atlanta,
Georgia
|
–
|
-$206K
|
-810
|
Closed
|
|
|
916
|
OLIO Financial Planning
Mclean,
Virginia
|
–
|
-$204K
|
-802
|
Closed
|
|
|
917
|
High Falls Advisors
Rochester,
New York
|
–
|
-$204K
|
-800
|
Closed
|
|
|
918
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
–
|
-$203K
|
-796
|
Closed
|
|
|
919
|
Holderness Investments Company
Greensboro,
North Carolina
|
–
|
-$201K
|
-790
|
Closed
|
|
|
920
|
Exane Derivatives
Paris,
France
|
–
|
-$180K
|
-706
|
Closed
|
|
|
921
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
–
|
-$152K
|
-600
|
Closed
|
|
|
922
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$148K
|
-581
|
Closed
|
|
|
923
|
McClarren Financial Advisors
State College,
Pennsylvania
|
–
|
-$144K
|
-569
|
Closed
|
|
|
924
|
Antonetti Capital Management
Naples,
Florida
|
–
|
-$122K
|
-481
|
Closed
|
|
|
925
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$122K
|
-480
|
Closed
|
|
