|
551
|
Lubar & Co
Milwaukee,
Wisconsin
|
–
|
-$3.14M
|
-26,360
|
Closed
|
|
|
552
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
–
|
-$2.25M
|
-18,893
|
Closed
|
|
|
553
|
Planning Directions
Glen Mills,
Pennsylvania
|
–
|
-$1.68M
|
-14,061
|
Closed
|
|
|
554
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.61M
|
-13,476
|
Closed
|
|
|
555
|
Cerity Partners OCIO
New York
|
–
|
-$1.58M
|
-13,207
|
Closed
|
|
|
556
|
Little House Capital
Braintree,
Massachusetts
|
–
|
-$1.31M
|
-11,032
|
Closed
|
|
|
557
|
Angeles Investment Advisors
Santa Monica,
California
|
–
|
-$1.3M
|
-10,895
|
Closed
|
|
|
558
|
Merriman Wealth Management
Seattle,
Washington
|
–
|
-$1.25M
|
-10,466
|
Closed
|
|
|
559
|
King Wealth Management Group
Naples,
Florida
|
–
|
-$1.14M
|
-9,583
|
Closed
|
|
|
560
|
Renaissance Technologies
New York
|
–
|
-$1.12M
|
-9,400
|
Closed
|
|
|
561
|
ALPS Advisors
Denver,
Colorado
|
–
|
-$1.08M
|
-9,099
|
Closed
|
|
|
562
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.02M
|
-8,547
|
Closed
|
|
|
563
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$994K
|
-8,343
|
Closed
|
|
|
564
|
Truepoint Inc
Cincinnati,
Ohio
|
–
|
-$993K
|
-8,335
|
Closed
|
|
|
565
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$907K
|
-7,610
|
Closed
|
|
|
566
|
Covenant Multifamily Offices
San Antonio,
Texas
|
–
|
-$446K
|
-7,573
|
Closed
|
|
|
567
|
Financial Life Advisors
San Antonio,
Texas
|
–
|
-$877K
|
-7,355
|
Closed
|
|
|
568
|
Human Investing
Lake Oswego,
Oregon
|
–
|
-$776K
|
-6,512
|
Closed
|
|
|
569
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$738K
|
-6,189
|
Closed
|
|
|
570
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
–
|
-$635K
|
-5,331
|
Closed
|
|
|
571
|
Great Valley Advisor Group
Wilmington,
Delaware
|
–
|
-$538K
|
-4,518
|
Closed
|
|
|
572
|
Punch & Associates Investment Management
Edina,
Minnesota
|
–
|
-$530K
|
-4,448
|
Closed
|
|
|
573
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$514K
|
-4,310
|
Closed
|
|
|
574
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$493K
|
-4,132
|
Closed
|
|
|
575
|
Kendall Capital Management
Rockville,
Maryland
|
–
|
-$483K
|
-4,054
|
Closed
|
|
