|
176
|
|
–
|
-$865K
|
-21,903
|
Closed
|
|
|
177
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$576K
|
-14,600
|
Closed
|
|
|
178
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
–
|
-$470K
|
-11,899
|
Closed
|
|
|
179
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$390K
|
-9,878
|
Closed
|
|
|
180
|
Northern Trust
Chicago,
Illinois
|
–
|
-$378K
|
-9,567
|
Closed
|
|
|
181
|
NBT Bank
Norwich,
New York
|
–
|
-$304K
|
-7,700
|
Closed
|
|
|
182
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$250K
|
-6,328
|
Closed
|
|
|
183
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$241K
|
-6,100
|
Closed
|
|
|
184
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
–
|
-$340K
|
-6,065
|
Closed
|
|
|
185
|
Matterhorn Capital Management
San Antonio,
Texas
|
–
|
-$230K
|
-5,827
|
Closed
|
|
|
186
|
American International Group
New York
|
–
|
-$148K
|
-3,742
|
Closed
|
|
|
187
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
–
|
-$57K
|
-1,454
|
Closed
|
|
|
188
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
–
|
-$44K
|
-1,123
|
Closed
|
|
|
189
|
Sharkey, Howes & Javer
Denver,
Colorado
|
–
|
-$8K
|
-195
|
Closed
|
|
|
190
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$7K
|
-172
|
Closed
|
|
|
191
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
–
|
-$3K
|
-80
|
Closed
|
|
|
192
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
–
|
-$3K
|
-72
|
Closed
|
|
|
193
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$2K
|
-51
|
Closed
|
|
