|
326
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$846
|
–
|
–
|
–
|
|
|
327
|
Westside Investment Management
Santa Monica,
California
|
$9
|
–
|
–
|
–
|
|
|
328
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
–
|
-$37.3M
|
-311,000
|
Closed
|
|
|
329
|
Curran Financial Partners
Daniel Island,
South Carolina
|
–
|
-$8.4M
|
-69,940
|
Closed
|
|
|
330
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$5.51M
|
-45,899
|
Closed
|
|
|
331
|
Hancock Whitney Investment Services
New Orleans,
Louisiana
|
–
|
-$376K
|
-45,098
|
Closed
|
|
|
332
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
–
|
-$2.91M
|
-24,254
|
Closed
|
|
|
333
|
Ascent Group
Virginia Beach,
Virginia
|
–
|
-$2.44M
|
-20,311
|
Closed
|
|
|
334
|
Financial Partners Capital Management
New York
|
–
|
-$1.2M
|
-9,985
|
Closed
|
|
|
335
|
Marshall Wace
London,
United Kingdom
|
–
|
-$1.01M
|
-8,408
|
Closed
|
|
|
336
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$704K
|
-5,862
|
Closed
|
|
|
337
|
Autumn Glory Partners
Dallas,
Texas
|
–
|
-$591K
|
-4,926
|
Closed
|
|
|
338
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$427K
|
-3,557
|
Closed
|
|
|
339
|
PRW Wealth Management
Quincy,
Massachusetts
|
–
|
-$400K
|
-3,330
|
Closed
|
|
|
340
|
Doyle Wealth Management
St. Petersburg,
Florida
|
–
|
-$399K
|
-3,322
|
Closed
|
|
|
341
|
Mather Group
Chicago,
Illinois
|
–
|
-$326K
|
-2,714
|
Closed
|
|
|
342
|
Claro Advisors
Boston,
Massachusetts
|
–
|
-$359K
|
-2,647
|
Closed
|
|
|
343
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
–
|
-$317K
|
-2,639
|
Closed
|
|
|
344
|
Blueshift Asset Management
Red Bank,
New Jersey
|
–
|
-$316K
|
-2,630
|
Closed
|
|
|
345
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
–
|
-$313K
|
-2,604
|
Closed
|
|
|
346
|
Kore Private Wealth
New York
|
–
|
-$310K
|
-2,586
|
Closed
|
|
|
347
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$309K
|
-2,571
|
Closed
|
|
|
348
|
Avantax Planning Partners
Dubuque,
Iowa
|
–
|
-$291K
|
-2,422
|
Closed
|
|
|
349
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$269K
|
-2,240
|
Closed
|
|
|
350
|
Allied Investment Advisors
Billings,
Montana
|
–
|
-$262K
|
-2,185
|
Closed
|
|
