|
76
|
Private Trust Company
Cleveland,
Ohio
|
$12K
|
–
|
–
|
–
|
|
|
77
|
Tradewinds Capital Management
Bellingham,
Washington
|
$9.48K
|
–
|
–
|
–
|
|
|
78
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$7.82K
|
–
|
–
|
–
|
|
|
79
|
Steward Partners Investment Advisory
New York
|
$6.35K
|
–
|
–
|
–
|
|
|
80
|
|
$5.9K
|
–
|
–
|
–
|
|
|
81
|
Clearstead Trust
Portland,
Maine
|
$5.08K
|
–
|
–
|
–
|
|
|
82
|
New Millennium Group
Sandy,
Utah
|
$34
|
+$45
|
+1
|
New
|
|
|
83
|
Wells Fargo
San Francisco,
California
|
$15
|
–
|
–
|
–
|
|
|
84
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$15.3M
|
-352,496
|
Closed
|
|
|
85
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
–
|
-$9.73M
|
-223,787
|
Closed
|
|
|
86
|
Atria Wealth Solutions
New York
|
–
|
-$7.25M
|
-166,571
|
Closed
|
|
|
87
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$1.02M
|
-23,488
|
Closed
|
|
|
88
|
Tempus Wealth Planning
Irvine,
California
|
–
|
-$610K
|
-14,021
|
Closed
|
|
|
89
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$230K
|
-5,278
|
Closed
|
|
|
90
|
UBS Group
Zurich,
Switzerland
|
–
|
-$225K
|
-5,168
|
Closed
|
|
|
91
|
Montag & Associates
Atlanta,
Georgia
|
–
|
-$41.6K
|
-956
|
Closed
|
|
|
92
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$24.2K
|
-557
|
Closed
|
|
|
93
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$8.74K
|
-201
|
Closed
|
|
|
94
|
Sunbelt Securities
Houston,
Texas
|
–
|
-$4.35K
|
-100
|
Closed
|
|
|
95
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$1.44K
|
-33
|
Closed
|
|
