|
351
|
Arden Trust
Wilmington,
Delaware
|
–
|
-$238K
|
-4,092
|
Closed
|
|
|
352
|
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
–
|
-$234K
|
-4,019
|
Closed
|
|
|
353
|
Stevard LLC
Chicago,
Illinois
|
–
|
-$231K
|
-3,964
|
Closed
|
|
|
354
|
Kore Private Wealth
New York
|
–
|
-$208K
|
-3,571
|
Closed
|
|
|
355
|
|
–
|
-$206K
|
-3,539
|
Closed
|
|
|
356
|
Comerica Bank
Dallas,
Texas
|
–
|
-$208K
|
-3,538
|
Closed
|
|
|
357
|
Lebenthal Global Advisors
Hauppauge,
New York
|
–
|
-$132K
|
-2,279
|
Closed
|
|
|
358
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$81K
|
-1,383
|
Closed
|
|
|
359
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
–
|
-$45K
|
-765
|
Closed
|
|
|
360
|
Horan Securities
Cincinnati,
United States
|
–
|
-$38K
|
-646
|
Closed
|
|
|
361
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$30K
|
-516
|
Closed
|
|
|
362
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$29K
|
-491
|
Closed
|
|
|
363
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$24K
|
-412
|
Closed
|
|
|
364
|
Planned Solutions
Folsom,
California
|
–
|
-$22K
|
-375
|
Closed
|
|
|
365
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$16K
|
-269
|
Closed
|
|
|
366
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
–
|
-$14K
|
-243
|
Closed
|
|
|
367
|
Safeguard Investment Advisory Group
Corona,
California
|
–
|
-$12K
|
-212
|
Closed
|
|
|
368
|
Altus Wealth Group
Colorado Springs,
Colorado
|
–
|
-$11K
|
-187
|
Closed
|
|
|
369
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
–
|
-$9K
|
-160
|
Closed
|
|
|
370
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
–
|
-$6K
|
-109
|
Closed
|
|
|
371
|
IFS Advisors
Overland Park,
Kansas
|
–
|
-$5K
|
-93
|
Closed
|
|
|
372
|
Cullen/Frost Bankers
San Antonio,
Texas
|
–
|
-$3K
|
-43
|
Closed
|
|
|
373
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$2.16K
|
-37
|
Closed
|
|
|
374
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$204
|
-4
|
Closed
|
|
|
375
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
–
|
+$51
|
+1
|
+100%
|
|
