|
1301
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
–
|
-$284K
|
-9,620
|
Closed
|
|
|
1302
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$276K
|
-9,351
|
Closed
|
|
|
1303
|
Washington Trust Bank
Spokane,
Washington
|
–
|
-$238K
|
-8,060
|
Closed
|
|
|
1304
|
Azora Capital LP
Miami,
Florida
|
–
|
-$227K
|
-7,696
|
Closed
|
|
|
1305
|
Sloy Dahl & Holst
Vancouver,
Washington
|
–
|
-$231K
|
-7,510
|
Closed
|
|
|
1306
|
Annex Advisory Services
Brookfield,
Wisconsin
|
–
|
-$210K
|
-7,140
|
Closed
|
|
|
1307
|
ClearBridge Investments
New York
|
–
|
-$210K
|
-7,114
|
Closed
|
|
|
1308
|
Cowen and Company
New York
|
–
|
-$155K
|
-5,269
|
Closed
|
|
|
1309
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
–
|
-$155K
|
-5,247
|
Closed
|
|
|
1310
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$142K
|
-4,814
|
Closed
|
|
|
1311
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$127K
|
-4,320
|
Closed
|
|
|
1312
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
–
|
-$115K
|
-3,889
|
Closed
|
|
|
1313
|
Greenhouse Wealth Management
Westport,
Connecticut
|
–
|
-$97K
|
-3,275
|
Closed
|
|
|
1314
|
Turim 21 Investimentos
Rio De Janeiro,
Brazil
|
–
|
-$85K
|
-2,890
|
Closed
|
|
|
1315
|
HCR Wealth Advisors
Los Angeles,
California
|
–
|
-$82K
|
-2,797
|
Closed
|
|
|
1316
|
Global Trust Asset Management
West Palm Beach,
Florida
|
–
|
-$77K
|
-2,600
|
Closed
|
|
|
1317
|
Grace Capital
Quincy,
Massachusetts
|
–
|
-$67K
|
-2,265
|
Closed
|
|
|
1318
|
Elm Advisors
Burlingame,
California
|
–
|
-$65K
|
-2,195
|
Closed
|
|
|
1319
|
Fortem Financial Group
Palm Desert,
California
|
–
|
-$62K
|
-2,100
|
Closed
|
|
|
1320
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$62K
|
-2,091
|
Closed
|
|
|
1321
|
Planned Solutions
Folsom,
California
|
–
|
-$57K
|
-1,930
|
Closed
|
|
|
1322
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
–
|
-$56K
|
-1,910
|
Closed
|
|
|
1323
|
CVA Family Office
Denver,
Colorado
|
–
|
-$47K
|
-1,586
|
Closed
|
|
|
1324
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
–
|
-$40K
|
-1,349
|
Closed
|
|
|
1325
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
–
|
-$39K
|
-1,325
|
Closed
|
|
