|
1001
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$202K
|
-2,016
|
Closed
|
|
|
1002
|
Arlington Financial Advisors
Santa Barbara,
California
|
–
|
-$200K
|
-2,000
|
Closed
|
|
|
1003
|
LWM Advisory Services
Plantation,
Florida
|
–
|
-$200K
|
-2,000
|
Closed
|
|
|
1004
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
–
|
-$200K
|
-2,000
|
Closed
|
|
|
1005
|
Schnieders Capital Management
Pasadena,
California
|
–
|
-$200K
|
-2,000
|
Closed
|
|
|
1006
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$132K
|
-1,315
|
Closed
|
|
|
1007
|
PineBridge Investments
New York
|
–
|
-$130K
|
-1,293
|
Closed
|
|
|
1008
|
Field & Main Bank
Henderson,
Kentucky
|
–
|
-$120K
|
-1,200
|
Closed
|
|
|
1009
|
Old Point Trust & Financial Services N A
Newport News,
Virginia
|
–
|
-$100K
|
-1,000
|
Closed
|
|
|
1010
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
–
|
-$48.6K
|
-484
|
Closed
|
|
|
1011
|
Summit Securities Group
New York
|
–
|
-$32K
|
-320
|
Closed
|
|
|
1012
|
Clearview Wealth Advisors
Salem,
Oregon
|
–
|
-$21.3K
|
-213
|
Closed
|
|
|
1013
|
Your Advocates Ltd
Houston,
Texas
|
–
|
-$20K
|
-200
|
Closed
|
|
|
1014
|
CVA Family Office
Denver,
Colorado
|
–
|
-$17.5K
|
-175
|
Closed
|
|
|
1015
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$9.89K
|
-99
|
Closed
|
|
|
1016
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
–
|
-$9.42K
|
-94
|
Closed
|
|
|
1017
|
West Paces Advisors
Atlanta,
Georgia
|
–
|
-$7.02K
|
-70
|
Closed
|
|
|
1018
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
–
|
-$7K
|
-68
|
Closed
|
|
|
1019
|
Bollard Group
Boston,
Massachusetts
|
–
|
-$4K
|
-35
|
Closed
|
|
|
1020
|
Disciplined Investments
Tulsa,
Oklahoma
|
–
|
-$2.31K
|
-23
|
Closed
|
|
|
1021
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
–
|
-$1K
|
-11
|
Closed
|
|
|
1022
|
25 LLC
St. Louis,
Missouri
|
–
|
-$981
|
-10
|
Closed
|
|
|
1023
|
Fiduciary Alliance
Greenville,
South Carolina
|
–
|
-$1K
|
-10
|
Closed
|
|
|
1024
|
Grove Bank & Trust
Miami,
Florida
|
–
|
-$1K
|
-10
|
Closed
|
|
|
1025
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
–
|
-$1K
|
-9
|
Closed
|
|
