|
501
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3K
|
+$3.24K
|
+16
|
New
|
|
|
502
|
Lenox Wealth Advisors
New York
|
$2K
|
–
|
–
|
–
|
|
|
503
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.06K
|
–
|
–
|
–
|
|
|
504
|
Tamar Securities
Woodland Hills,
California
|
–
|
-$5.55M
|
-29,472
|
Closed
|
|
|
505
|
Friedenthal Financial
Marlton,
New Jersey
|
–
|
-$4.83M
|
-25,649
|
Closed
|
|
|
506
|
Wintrust Investments
Chicago,
Illinois
|
–
|
-$3.85M
|
-20,470
|
Closed
|
|
|
507
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$2.79M
|
-14,825
|
Closed
|
|
|
508
|
IMC Chicago
Chicago,
Illinois
|
–
|
-$2.42M
|
-12,877
|
Closed
|
|
|
509
|
Stringer Asset Management
Memphis,
Tennessee
|
–
|
-$1.06M
|
-5,624
|
Closed
|
|
|
510
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$888K
|
-4,716
|
Closed
|
|
|
511
|
Horizon Investments
Charlotte,
North Carolina
|
–
|
-$879K
|
-4,666
|
Closed
|
|
|
512
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$859K
|
-4,560
|
Closed
|
|
|
513
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
–
|
-$833K
|
-4,424
|
Closed
|
|
|
514
|
Winthrop Advisory Group
Boston,
Massachusetts
|
–
|
-$509K
|
-2,670
|
Closed
|
|
|
515
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$445K
|
-2,362
|
Closed
|
|
|
516
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$380K
|
-2,009
|
Closed
|
|
|
517
|
Frontier Wealth Management
Kansas City,
Missouri
|
–
|
-$341K
|
-1,812
|
Closed
|
|
|
518
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
–
|
-$331K
|
-1,759
|
Closed
|
|
|
519
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$295K
|
-1,569
|
Closed
|
|
|
520
|
Bingham Osborn & Scarborough
San Francisco,
California
|
–
|
-$256K
|
-1,359
|
Closed
|
|
|
521
|
Nomura Asset Management
Tokyo,
Japan
|
–
|
-$252K
|
-1,337
|
Closed
|
|
|
522
|
Camden National Bank
Camden,
Maine
|
–
|
-$250K
|
-1,330
|
Closed
|
|
|
523
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$221K
|
-1,174
|
Closed
|
|
|
524
|
Regions Financial Corp
Birmingham,
Alabama
|
–
|
-$202K
|
-1,072
|
Closed
|
|
|
525
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
–
|
-$94K
|
-500
|
Closed
|
|
