|
1101
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
–
|
-$205K
|
-2,150
|
Closed
|
|
|
1102
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
–
|
-$207K
|
-2,124
|
Closed
|
|
|
1103
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$201K
|
-2,118
|
Closed
|
|
|
1104
|
SignalPoint Asset Management
Springfield,
Missouri
|
–
|
-$201K
|
-2,117
|
Closed
|
|
|
1105
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
–
|
-$200K
|
-2,113
|
Closed
|
|
|
1106
|
Brown Advisory Securities
Baltimore,
Maryland
|
–
|
-$201K
|
-2,109
|
Closed
|
|
|
1107
|
|
–
|
-$200K
|
-2,103
|
Closed
|
|
|
1108
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$184K
|
-1,931
|
Closed
|
|
|
1109
|
Chilton Capital Management
Houston,
Texas
|
–
|
-$158K
|
-1,659
|
Closed
|
|
|
1110
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
–
|
-$146K
|
-1,532
|
Closed
|
|
|
1111
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
–
|
-$144K
|
-1,516
|
Closed
|
|
|
1112
|
CX Institutional
Auburn,
Indiana
|
–
|
-$130K
|
-1,364
|
Closed
|
|
|
1113
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
–
|
-$89K
|
-938
|
Closed
|
|
|
1114
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$84K
|
-887
|
Closed
|
|
|
1115
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$71K
|
-742
|
Closed
|
|
|
1116
|
Capstone Investment Advisors
New York
|
–
|
-$70.5K
|
-731
|
Closed
|
|
|
1117
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$67K
|
-700
|
Closed
|
|
|
1118
|
Concord Wealth Partners
Abingdon,
Virginia
|
–
|
-$59K
|
-621
|
Closed
|
|
|
1119
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
–
|
-$52K
|
-550
|
Closed
|
|
|
1120
|
WFA of San Diego
San Diego,
California
|
–
|
-$46K
|
-482
|
Closed
|
|
|
1121
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
–
|
-$39K
|
-408
|
Closed
|
|
|
1122
|
Vectors Research Management
New York
|
–
|
-$35K
|
-366
|
Closed
|
|
|
1123
|
First Bank & Trust
Brookings,
South Dakota
|
–
|
-$8K
|
-81
|
Closed
|
|
|
1124
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
–
|
-$6K
|
-59
|
Closed
|
|
|
1125
|
GW&K Investment Management
Boston,
Massachusetts
|
–
|
-$5K
|
-52
|
Closed
|
|
