|
1
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$11.3K
|
–
|
–
|
–
|
|
|
2
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.6K
|
–
|
–
|
–
|
|
|
3
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$200
|
–
|
–
|
–
|
|
|
4
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$196
|
–
|
–
|
–
|
|
|
5
|
Steward Partners Investment Advisory
New York
|
$3
|
+$10
|
+13
|
New
|
|
|
6
|
Vanguard Group
Malvern,
Pennsylvania
|
–
|
-$92.3K
|
-102,576
|
Closed
|
|
|
7
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$87.9K
|
-97,751
|
Closed
|
|
|
8
|
Geode Capital Management
Boston,
Massachusetts
|
–
|
-$65K
|
-72,245
|
Closed
|
|
|
9
|
Advisor Resource Council
Dallas,
Texas
|
–
|
-$63
|
-69,940
|
Closed
|
|
|
10
|
State Street
Boston,
Massachusetts
|
–
|
-$20.3K
|
-22,548
|
Closed
|
|
|
11
|
|
–
|
-$12K
|
-13,375
|
Closed
|
|
|
12
|
Northern Trust
Chicago,
Illinois
|
–
|
-$10.7K
|
-11,938
|
Closed
|
|
|
13
|
|
–
|
-$10.5K
|
-11,639
|
Closed
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
–
|
-$8.3K
|
-9,225
|
Closed
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
–
|
-$6.95K
|
-7,722
|
Closed
|
|
|
16
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
–
|
-$2.25K
|
-2,501
|
Closed
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$1.46K
|
-1,620
|
Closed
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$369
|
-410
|
Closed
|
|
|
19
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$257
|
-334
|
Closed
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$53
|
-59
|
Closed
|
|
|
21
|
|
–
|
-$38
|
-42
|
Closed
|
|
|
22
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$16
|
-23
|
Closed
|
|
