|
1226
|
Goldstein Munger & Associates
San Ramon,
California
|
–
|
-$805K
|
-10,248
|
Closed
|
|
|
1227
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
–
|
-$666K
|
-8,476
|
Closed
|
|
|
1228
|
Centric Wealth Management
Chicago,
Illinois
|
–
|
-$595K
|
-7,575
|
Closed
|
|
|
1229
|
BigSur Wealth Management
Miami,
Florida
|
–
|
-$546K
|
-6,950
|
Closed
|
|
|
1230
|
|
–
|
-$4.97M
|
-6,406
|
Closed
|
|
|
1231
|
Allianz Asset Management
Munich,
Germany
|
–
|
-$471K
|
-6,000
|
Closed
|
|
|
1232
|
Tocqueville Asset Management
New York
|
–
|
-$441K
|
-5,613
|
Closed
|
|
|
1233
|
Trillium Asset Management
Boston,
Massachusetts
|
–
|
-$385K
|
-4,900
|
Closed
|
|
|
1234
|
Trivium Point Advisory
Westport,
Connecticut
|
–
|
-$366K
|
-4,565
|
Closed
|
|
|
1235
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
–
|
-$348K
|
-4,430
|
Closed
|
|
|
1236
|
WFA of San Diego
San Diego,
California
|
–
|
-$406K
|
-4,244
|
Closed
|
|
|
1237
|
Newfound Research
Wellesley Hills,
Massachusetts
|
–
|
-$320K
|
-4,074
|
Closed
|
|
|
1238
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$312K
|
-3,977
|
Closed
|
|
|
1239
|
Harvest Fund Management
Beijing,
China
|
–
|
-$306K
|
-3,821
|
Closed
|
|
|
1240
|
Winfield Associates
Cleveland,
Ohio
|
–
|
-$295K
|
-3,751
|
Closed
|
|
|
1241
|
Rikoon Group
Santa Fe,
New Mexico
|
–
|
-$289K
|
-3,676
|
Closed
|
|
|
1242
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
–
|
-$278K
|
-3,537
|
Closed
|
|
|
1243
|
Squar Milner Financial Services
Irvine,
California
|
–
|
-$273K
|
-3,476
|
Closed
|
|
|
1244
|
Aurora Investment Managers
Naples,
Florida
|
–
|
-$272K
|
-3,469
|
Closed
|
|
|
1245
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$267K
|
-3,395
|
Closed
|
|
|
1246
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$261K
|
-3,325
|
Closed
|
|
|
1247
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$247K
|
-3,147
|
Closed
|
|
|
1248
|
Biltmore Capital Advisors
Princeton,
New Jersey
|
–
|
-$246K
|
-3,136
|
Closed
|
|
|
1249
|
WealthBridge Capital Management
Westerville,
Ohio
|
–
|
-$246K
|
-3,134
|
Closed
|
|
|
1250
|
Bremer Bank National Association
St Paul,
Minnesota
|
–
|
-$241K
|
-3,063
|
Closed
|
|
