|
901
|
Bank of the West
Monterey Park,
California
|
–
|
-$206K
|
-2,698
|
Closed
|
|
|
902
|
Grandfield & Dodd
New York
|
–
|
-$200K
|
-2,622
|
Closed
|
|
|
903
|
Segment Wealth Management
Houston,
Texas
|
–
|
-$200K
|
-2,618
|
Closed
|
|
|
904
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
–
|
-$180K
|
-2,357
|
Closed
|
|
|
905
|
Edge Wealth Management
New York
|
–
|
-$168K
|
-2,204
|
Closed
|
|
|
906
|
Avantax Planning Partners
Dubuque,
Iowa
|
–
|
-$155K
|
-2,027
|
Closed
|
|
|
907
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
–
|
-$135K
|
-1,768
|
Closed
|
|
|
908
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
–
|
-$88K
|
-1,156
|
Closed
|
|
|
909
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
–
|
-$77K
|
-1,000
|
Closed
|
|
|
910
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
–
|
-$75K
|
-987
|
Closed
|
|
|
911
|
One Wealth Advisors
San Francisco,
California
|
–
|
-$60K
|
-788
|
Closed
|
|
|
912
|
Psagot Value Holdings
Tel Aviv,
Israel
|
–
|
-$58K
|
-760
|
Closed
|
|
|
913
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
–
|
-$52K
|
-684
|
Closed
|
|
|
914
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
–
|
-$26K
|
-340
|
Closed
|
|
|
915
|
Rational Advisors
Huntington,
New York
|
–
|
-$25K
|
-326
|
Closed
|
|
|
916
|
TLP Group
Evanston,
Illinois
|
–
|
-$22K
|
-284
|
Closed
|
|
|
917
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
–
|
-$18K
|
-244
|
Closed
|
|
|
918
|
Archford Capital Strategies
Swansea,
Illinois
|
–
|
-$18K
|
-234
|
Closed
|
|
|
919
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$14K
|
-216
|
Closed
|
|
|
920
|
TrustCore Financial Services
Brentwood,
Tennessee
|
–
|
-$16K
|
-208
|
Closed
|
|
|
921
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
–
|
-$12.8K
|
-167
|
Closed
|
|
|
922
|
Patten Group
Chattanooga,
Tennessee
|
–
|
-$11K
|
-150
|
Closed
|
|
|
923
|
Divergent Wealth Advisors
South Jordan,
Utah
|
–
|
-$10K
|
-126
|
Closed
|
|
|
924
|
Ballew Advisors
Jackson,
Mississippi
|
–
|
-$7K
|
-101
|
Closed
|
|
|
925
|
MCF Advisors
Covington,
Kentucky
|
–
|
-$8K
|
-100
|
Closed
|
|