|
101
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
–
|
-$345K
|
-8,868
|
Closed
|
|
|
102
|
Commerce Bank
Kansas City,
Missouri
|
–
|
-$292K
|
-7,500
|
Closed
|
|
|
103
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
–
|
-$249K
|
-6,401
|
Closed
|
|
|
104
|
Bank of New York Mellon
New York
|
–
|
-$236K
|
-6,045
|
Closed
|
|
|
105
|
Moors & Cabot
Boston,
Massachusetts
|
–
|
-$235K
|
-6,036
|
Closed
|
|
|
106
|
Shufro Rose & Co
New York
|
–
|
-$235K
|
-6,022
|
Closed
|
|
|
107
|
Laidlaw Wealth Management
New York City,
New York
|
–
|
-$231K
|
-5,935
|
Closed
|
|
|
108
|
Element Pointe Advisors
Miami,
Florida
|
–
|
-$218K
|
-5,588
|
Closed
|
|
|
109
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$218K
|
-5,586
|
Closed
|
|
|
110
|
Leisure Capital Management
Costa Mesa,
California
|
–
|
-$214K
|
-5,500
|
Closed
|
|
|
111
|
Farmers Trust Company
Youngstown,
Ohio
|
–
|
-$212K
|
-5,455
|
Closed
|
|
|
112
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$211K
|
-5,414
|
Closed
|
|
|
113
|
Keystone Wealth Partners
Chandler,
Arizona
|
–
|
-$204K
|
-5,249
|
Closed
|
|
|
114
|
Barrett Asset Management
New York
|
–
|
-$117K
|
-3,000
|
Closed
|
|
|
115
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$66K
|
-1,695
|
Closed
|
|
|
116
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
–
|
-$47K
|
-1,209
|
Closed
|
|
|
117
|
FourThought Financial
Venice,
Florida
|
–
|
-$35K
|
-900
|
Closed
|
|
|
118
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$28K
|
-735
|
Closed
|
|
|
119
|
|
–
|
-$19K
|
-500
|
Closed
|
|
|
120
|
First Command Bank
Fort Worth,
Texas
|
–
|
-$17K
|
-450
|
Closed
|
|
|
121
|
|
–
|
-$10K
|
-268
|
Closed
|
|
|
122
|
UMB Bank
Kansas City,
Missouri
|
–
|
-$4K
|
-100
|
Closed
|
|
|
123
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
–
|
+$179
|
+6
|
New
|
|
