|
501
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$224K
|
-4,637
|
Closed
|
|
|
502
|
ClearArc Capital
Cincinnati,
Ohio
|
–
|
-$217K
|
-4,477
|
Closed
|
|
|
503
|
Conning Inc
Hartford,
Connecticut
|
–
|
-$216K
|
-4,461
|
Closed
|
|
|
504
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$154K
|
-3,924
|
Closed
|
|
|
505
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
–
|
-$75K
|
-1,559
|
Closed
|
|
|
506
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
–
|
-$69K
|
-1,450
|
Closed
|
|
|
507
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$53K
|
-1,100
|
Closed
|
|
|
508
|
Israel Discount Bank of New York
New York
|
–
|
-$44K
|
-915
|
Closed
|
|
|
509
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
–
|
-$35K
|
-733
|
Closed
|
|
|
510
|
Horan Capital Advisors
Cincinnati,
Ohio
|
–
|
-$33K
|
-680
|
Closed
|
|
|
511
|
Marino Stram & Associates
Braintree,
Massachusetts
|
–
|
-$29K
|
-600
|
Closed
|
|
|
512
|
Legacy Financial Advisors
Covington,
Kentucky
|
–
|
-$21K
|
-427
|
Closed
|
|
|
513
|
Next Financial Group
Houston,
Texas
|
–
|
-$21K
|
-427
|
Closed
|
|
|
514
|
North Star Investment Management
Chicago,
Illinois
|
–
|
-$19K
|
-400
|
Closed
|
|
|
515
|
First National Corp
Rockland,
Massachusetts
|
–
|
-$18K
|
-365
|
Closed
|
|
|
516
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$14K
|
-282
|
Closed
|
|
|
517
|
Cable Hill Partners
Portland,
Oregon
|
–
|
-$9K
|
-183
|
Closed
|
|
|
518
|
Manchester Capital Management
Manchester,
Vermont
|
–
|
-$6K
|
-120
|
Closed
|
|
|
519
|
Regions Financial Corp
Birmingham,
Alabama
|
–
|
-$5K
|
-98
|
Closed
|
|
|
520
|
CX Institutional
Auburn,
Indiana
|
–
|
-$3K
|
-62
|
Closed
|
|
|
521
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
–
|
-$2K
|
-50
|
Closed
|
|
|
522
|
Alera Investment Advisors
Deerfield,
Illinois
|
–
|
-$2K
|
-38
|
Closed
|
|
|
523
|
Riverview Trust Company
Vancouver,
Washington
|
–
|
-$2K
|
-37
|
Closed
|
|
|
524
|
Omnia Family Wealth
Aventura,
Florida
|
–
|
-$1K
|
-29
|
Closed
|
|
|
525
|
WealthBridge Capital Management
Westerville,
Ohio
|
–
|
-$1K
|
-23
|
Closed
|
|
