|
1301
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
–
|
-$453K
|
-16,540
|
Closed
|
|
|
1302
|
Pacific Global Investment Management
Glendale,
California
|
–
|
-$387K
|
-14,140
|
Closed
|
|
|
1303
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$367K
|
-13,403
|
Closed
|
|
|
1304
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
–
|
-$322K
|
-11,750
|
Closed
|
|
|
1305
|
Canal Capital Management
Richmond,
Virginia
|
–
|
-$301K
|
-10,979
|
Closed
|
|
|
1306
|
KPP Advisory Services
Louisville,
Kentucky
|
–
|
-$299K
|
-10,921
|
Closed
|
|
|
1307
|
New Harbor Financial Group
Worcester,
Massachusetts
|
–
|
-$297K
|
-10,854
|
Closed
|
|
|
1308
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$274K
|
-10,028
|
Closed
|
|
|
1309
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$274K
|
-10,028
|
Closed
|
|
|
1310
|
Brave Warrior Advisors
New York
|
–
|
-$274K
|
-10,000
|
Closed
|
|
|
1311
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
–
|
-$271K
|
-9,895
|
Closed
|
|
|
1312
|
Sepio Capital
Salt Lake City,
Utah
|
–
|
-$255K
|
-9,310
|
Closed
|
|
|
1313
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
–
|
-$245K
|
-8,960
|
Closed
|
|
|
1314
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
–
|
-$237K
|
-8,655
|
Closed
|
|
|
1315
|
Plancorp LLC
Saint Louis,
Missouri
|
–
|
-$233K
|
-8,529
|
Closed
|
|
|
1316
|
Osborne Partners Capital Management
San Francisco,
California
|
–
|
-$233K
|
-8,500
|
Closed
|
|
|
1317
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
–
|
-$223K
|
-8,161
|
Closed
|
|
|
1318
|
Syntal Capital Partners
Midland,
Texas
|
–
|
-$221K
|
-8,059
|
Closed
|
|
|
1319
|
Fulton Bank
Lancaster,
Pennsylvania
|
–
|
-$210K
|
-7,683
|
Closed
|
|
|
1320
|
Lyell Wealth Management
Menlo Park,
California
|
–
|
-$208K
|
-7,589
|
Closed
|
|
|
1321
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$207K
|
-7,562
|
Closed
|
|
|
1322
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
–
|
-$206K
|
-7,513
|
Closed
|
|
|
1323
|
Chevy Chase Trust
Bethesda,
Maryland
|
–
|
-$205K
|
-7,500
|
Closed
|
|
|
1324
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
–
|
-$205K
|
-7,491
|
Closed
|
|
|
1325
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
–
|
-$205K
|
-7,477
|
Closed
|
|
