|
2951
|
Fiduciary Family Office
Boca Raton,
Florida
|
–
|
-$268K
|
-6,393
|
Closed
|
|
|
2952
|
Foster Group
West Des Moines,
Iowa
|
–
|
-$267K
|
-6,355
|
Closed
|
|
|
2953
|
Total Investment Management
Scottsdale,
Arizona
|
–
|
-$266K
|
-6,338
|
Closed
|
|
|
2954
|
Charles Schwab Investment Advisory
San Francisco,
California
|
–
|
-$264K
|
-6,302
|
Closed
|
|
|
2955
|
Horizon Kinetics Asset Management
New York
|
–
|
-$259K
|
-6,175
|
Closed
|
|
|
2956
|
Morton Capital Management
Calabasas,
California
|
–
|
-$252K
|
-6,011
|
Closed
|
|
|
2957
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$252K
|
-5,998
|
Closed
|
|
|
2958
|
KFA Private Wealth Group
Tysons,
Virginia
|
–
|
-$251K
|
-5,975
|
Closed
|
|
|
2959
|
Winslow Asset Management
Beachwood,
Ohio
|
–
|
-$249K
|
-5,927
|
Closed
|
|
|
2960
|
NBW Capital
Boston,
Massachusetts
|
–
|
-$249K
|
-5,926
|
Closed
|
|
|
2961
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
–
|
-$240K
|
-5,710
|
Closed
|
|
|
2962
|
BlueCrest Capital Management
St Helier,
Jersey
|
–
|
-$240K
|
-5,708
|
Closed
|
|
|
2963
|
Capasso Planning Partners
Charleston,
South Carolina
|
–
|
-$237K
|
-5,648
|
Closed
|
|
|
2964
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
–
|
-$237K
|
-5,642
|
Closed
|
|
|
2965
|
Asset Allocation Strategies
Farmington,
Michigan
|
–
|
-$236K
|
-5,622
|
Closed
|
|
|
2966
|
WBH Advisory
Baltimore,
Maryland
|
–
|
-$233K
|
-5,552
|
Closed
|
|
|
2967
|
KEB Asset Management
Springfield,
Illinois
|
–
|
-$233K
|
-5,550
|
Closed
|
|
|
2968
|
American Money Management
Rancho Santa Fe,
California
|
–
|
-$233K
|
-5,544
|
Closed
|
|
|
2969
|
Harvey Capital Management
Palm Beach,
Florida
|
–
|
-$231K
|
-5,500
|
Closed
|
|
|
2970
|
Saxony Capital Management
St. Louis,
Missouri
|
–
|
-$230K
|
-5,480
|
Closed
|
|
|
2971
|
Essential Planning
Portsmouth,
New Hampshire
|
–
|
-$205K
|
-5,445
|
Closed
|
|
|
2972
|
First Business Financial Services
Madison,
Wisconsin
|
–
|
-$226K
|
-5,388
|
Closed
|
|
|
2973
|
Horst & Graben Wealth Management
Portland,
Oregon
|
–
|
-$224K
|
-5,341
|
Closed
|
|
|
2974
|
SMART Wealth
Omaha,
Nebraska
|
–
|
-$221K
|
-5,258
|
Closed
|
|
|
2975
|
Sendero Wealth Management
San Antonio,
Texas
|
–
|
-$219K
|
-5,226
|
Closed
|
|
