|
201
|
Triangle Peak Partners
Carmel,
California
|
–
|
-$857K
|
-19,749
|
Closed
|
|
|
202
|
EFG Asset Management (Americas)
Miami,
Florida
|
–
|
-$794K
|
-17,257
|
Closed
|
|
|
203
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
–
|
-$451K
|
-10,400
|
Closed
|
|
|
204
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$410K
|
-9,451
|
Closed
|
|
|
205
|
Welch & Forbes
Boston,
Massachusetts
|
–
|
-$332K
|
-7,635
|
Closed
|
|
|
206
|
Boston Advisors
Boston,
Massachusetts
|
–
|
-$314K
|
-7,235
|
Closed
|
|
|
207
|
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
–
|
-$306K
|
-7,055
|
Closed
|
|
|
208
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$304K
|
-7,002
|
Closed
|
|
|
209
|
WealthTrust Fairport
Cleveland,
Ohio
|
–
|
-$266K
|
-6,125
|
Closed
|
|
|
210
|
Intersect Capital
San Ramon,
California
|
–
|
-$260K
|
-5,994
|
Closed
|
|
|
211
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$246K
|
-5,663
|
Closed
|
|
|
212
|
|
–
|
-$242K
|
-5,578
|
Closed
|
|
|
213
|
Checchi Capital Advisers
Beverly Hills,
California
|
–
|
-$241K
|
-5,543
|
Closed
|
|
|
214
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
–
|
-$230K
|
-5,298
|
Closed
|
|
|
215
|
Yorktown Management & Research Company
Forest,
Virginia
|
–
|
-$226K
|
-5,200
|
Closed
|
|
|
216
|
Clal Insurance
Tel-Aviv,
Israel
|
–
|
-$35K
|
-802
|
Closed
|
|
|
217
|
Cable Hill Partners
Portland,
Oregon
|
–
|
-$18K
|
-390
|
Closed
|
|
|
218
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$9K
|
-208
|
Closed
|
|
|
219
|
American Research & Management Company
Marion,
Massachusetts
|
–
|
-$8K
|
-187
|
Closed
|
|
|
220
|
B. Riley Wealth Management
Memphis,
Tennessee
|
–
|
-$1K
|
-27
|
Closed
|
|
|
221
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$1K
|
-2
|
Closed
|
|
