|
201
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
202
|
Tarbox Family Office
Newport Beach,
California
|
$24K
|
–
|
–
|
–
|
|
|
203
|
Ironwood Financial
Tucson,
Arizona
|
$18K
|
–
|
–
|
–
|
|
|
204
|
Gupta Wealth Management
San Diego,
California
|
$15K
|
–
|
–
|
–
|
|
|
205
|
Gemmer Asset Management
Walnut Creek,
California
|
$14K
|
-$6.27K
|
-410
|
-30%
|
|
|
206
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$13K
|
-$1.17M
|
-76,750
|
-99%
|
|
|
207
|
Sandy Spring Bank
Olney,
Maryland
|
$13K
|
-$36K
|
-2,355
|
-73%
|
|
|
208
|
|
$13K
|
–
|
–
|
–
|
|
|
209
|
Blume Capital Management
Berkeley,
California
|
$9K
|
–
|
–
|
–
|
|
|
210
|
CapWealth Advisors
Franklin,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
|
211
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2K
|
-$9.4K
|
-615
|
-81%
|
|
|
212
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1K
|
+$1.53K
|
+100
|
New
|
|
|
213
|
Wharton Business Group
Malvern,
Pennsylvania
|
–
|
-$18.7M
|
-1,246,600
|
Closed
|
|
|
214
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$7.08M
|
-472,120
|
Closed
|
|
|
215
|
Aviance Capital Management
Sarasota,
Florida
|
–
|
-$5.88M
|
-392,120
|
Closed
|
|
|
216
|
Convergent Wealth Advisors
Potomac,
Maryland
|
–
|
-$3.93M
|
-262,300
|
Closed
|
|
|
217
|
Credit Agricole
Montrouge Cedex,
France
|
–
|
-$870K
|
-57,975
|
Closed
|
|
|
218
|
Argentus Capital Management
Dallas,
Texas
|
–
|
-$790K
|
-52,685
|
Closed
|
|
|
219
|
SG Americas Securities
New York
|
–
|
-$712K
|
-47,500
|
Closed
|
|
|
220
|
First Allied Asset Management
San Diego,
California
|
–
|
-$481K
|
-31,905
|
Closed
|
|
|
221
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$363K
|
-24,205
|
Closed
|
|
|
222
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$331K
|
-22,040
|
Closed
|
|
|
223
|
Visionary Asset Management
Houston,
Texas
|
–
|
-$286K
|
-19,090
|
Closed
|
|
|
224
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
–
|
-$228K
|
-15,200
|
Closed
|
|
|
225
|
EFG Asset Management (Americas)
Miami,
Florida
|
–
|
-$187K
|
-12,500
|
Closed
|
|
