|
1801
|
Olympiad Research
Stamford,
Connecticut
|
–
|
-$339K
|
-8,000
|
Closed
|
|
|
1802
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$32.8K
|
-7,762
|
Closed
|
|
|
1803
|
Lazard Asset Management
New York
|
–
|
-$318K
|
-7,500
|
Closed
|
|
|
1804
|
Live Oak Investment Partners
Austin,
Texas
|
–
|
-$313K
|
-7,384
|
Closed
|
|
|
1805
|
Leigh Baldwin & Co
Cazenovia,
New York
|
–
|
-$307K
|
-7,246
|
Closed
|
|
|
1806
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$289K
|
-6,810
|
Closed
|
|
|
1807
|
Cullen Capital Management
New York
|
–
|
-$282K
|
-6,650
|
Closed
|
|
|
1808
|
ASB Consultores
Aventura,
Florida
|
–
|
-$280K
|
-6,600
|
Closed
|
|
|
1809
|
Apella Capital
West Hartford,
Connecticut
|
–
|
-$277K
|
-6,432
|
Closed
|
|
|
1810
|
Pinnacle Family Advisors
Springfield,
Missouri
|
–
|
-$273K
|
-6,430
|
Closed
|
|
|
1811
|
Napa Wealth Management
Napa,
California
|
–
|
-$256K
|
-6,046
|
Closed
|
|
|
1812
|
WJ Wealth Management
Glendale,
Arizona
|
–
|
-$250K
|
-5,900
|
Closed
|
|
|
1813
|
Atala Financial
Calabasas,
California
|
–
|
-$248K
|
-5,850
|
Closed
|
|
|
1814
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
–
|
-$241K
|
-5,694
|
Closed
|
|
|
1815
|
|
–
|
-$249K
|
-5,680
|
Closed
|
|
|
1816
|
American Financial Advisors
Marietta,
Georgia
|
–
|
-$238K
|
-5,618
|
Closed
|
|
|
1817
|
Umpqua Bank
Lake Oswego,
Oregon
|
–
|
-$247K
|
-5,576
|
Closed
|
|
|
1818
|
Cura Wealth Advisors
Chicago,
Illinois
|
–
|
-$235K
|
-5,538
|
Closed
|
|
|
1819
|
Syon Capital
San Francisco,
California
|
–
|
-$233K
|
-5,488
|
Closed
|
|
|
1820
|
My Personal CFO LLC
Vancouver,
Washington
|
–
|
-$229K
|
-5,390
|
Closed
|
|
|
1821
|
Winthrop Advisory Group
Boston,
Massachusetts
|
–
|
-$227K
|
-5,352
|
Closed
|
|
|
1822
|
Flagship Private Wealth
Woburn,
Massachusetts
|
–
|
-$223K
|
-5,248
|
Closed
|
|
|
1823
|
Orleans Capital Management
Mandeville,
Louisiana
|
–
|
-$218K
|
-5,134
|
Closed
|
|
|
1824
|
Sharkey, Howes & Javer
Denver,
Colorado
|
–
|
-$217K
|
-5,118
|
Closed
|
|
|
1825
|
Aull & Monroe Investment Management
Mobile,
Alabama
|
–
|
-$217K
|
-5,110
|
Closed
|
|
