|
626
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$212K
|
-2,362
|
Closed
|
|
|
627
|
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
–
|
-$209K
|
-2,332
|
Closed
|
|
|
628
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$203K
|
-2,270
|
Closed
|
|
|
629
|
|
–
|
-$200K
|
-2,236
|
Closed
|
|
|
630
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$191K
|
-2,134
|
Closed
|
|
|
631
|
Infusive Asset Management
New York
|
–
|
-$163K
|
-1,816
|
Closed
|
|
|
632
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$112K
|
-1,250
|
Closed
|
|
|
633
|
Maverick Capital
Dallas,
Texas
|
–
|
-$88K
|
-984
|
Closed
|
|
|
634
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$19K
|
-210
|
Closed
|
|
|
635
|
Aspire Private Capital
Cornelius,
North Carolina
|
–
|
-$13K
|
-140
|
Closed
|
|
|
636
|
KB Financial Partners
Princeton,
New Jersey
|
–
|
-$12K
|
-134
|
Closed
|
|
|
637
|
Allred Capital Management
Dallas,
Texas
|
–
|
-$11.6K
|
-130
|
Closed
|
|
|
638
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$12K
|
-130
|
Closed
|
|
|
639
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$8K
|
-94
|
Closed
|
|
|
640
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
–
|
-$8K
|
-88
|
Closed
|
|
|
641
|
|
–
|
-$3K
|
-32
|
Closed
|
|
