|
101
|
Caldwell Trust
Venice,
Florida
|
$1.75K
|
+$1.69K
|
+175
|
New
|
|
|
102
|
American Portfolios Advisors
Holbrook,
New York
|
$1.1K
|
–
|
–
|
–
|
|
|
103
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
104
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1K
|
+$19
|
+2
|
+2%
|
|
|
105
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
–
|
-$3.07M
|
-326,008
|
Closed
|
|
|
106
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$2.95M
|
-313,303
|
Closed
|
|
|
107
|
Vident Investment Advisory
Alpharetta,
Georgia
|
–
|
-$1.93M
|
-204,794
|
Closed
|
|
|
108
|
6 Meridian
Wichita,
Kansas
|
–
|
-$1.01M
|
-107,764
|
Closed
|
|
|
109
|
Wolverine Asset Management
Chicago,
Illinois
|
–
|
-$898K
|
-95,333
|
Closed
|
|
|
110
|
RegentAtlantic Capital
Morristown,
New Jersey
|
–
|
-$471K
|
-50,000
|
Closed
|
|
|
111
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$367K
|
-39,001
|
Closed
|
|
|
112
|
|
–
|
-$165K
|
-17,500
|
Closed
|
|
|
113
|
Bank of New York Mellon
New York
|
–
|
-$162K
|
-17,177
|
Closed
|
|
|
114
|
|
–
|
-$113K
|
-12,000
|
Closed
|
|
|
115
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$90K
|
-9,545
|
Closed
|
|
|
116
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$84K
|
-8,877
|
Closed
|
|
|
117
|
Calton & Associates
Tampa,
Florida
|
–
|
-$71K
|
-7,500
|
Closed
|
|
|
118
|
Whittier Trust
South Pasadena,
California
|
–
|
-$66K
|
-7,000
|
Closed
|
|
|
119
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
–
|
-$58K
|
-6,200
|
Closed
|
|
|
120
|
Trinity Legacy Partners
Houston,
Texas
|
–
|
-$51K
|
-5,449
|
Closed
|
|
|
121
|
Financial Enhancement Group
Anderson,
Indiana
|
–
|
-$5K
|
-500
|
Closed
|
|
|
122
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$289
|
-30
|
-59%
|
|
|
123
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$10
|
+1
|
New
|
|
