|
676
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$198K
|
-2,310
|
Closed
|
|
|
677
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
–
|
-$195K
|
-2,280
|
Closed
|
|
|
678
|
Zions Bancorporation
Salt Lake City,
Utah
|
–
|
-$131K
|
-1,526
|
Closed
|
|
|
679
|
HMS Capital Management
Nashville,
Tennessee
|
–
|
-$116K
|
-1,360
|
Closed
|
|
|
680
|
Cutler Group
San Francisco,
California
|
–
|
-$85.7K
|
-1,000
|
Closed
|
|
|
681
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$73K
|
-855
|
Closed
|
|
|
682
|
YorkBridge Wealth Partners
New York
|
–
|
-$71.8K
|
-838
|
Closed
|
|
|
683
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$36K
|
-425
|
Closed
|
|
|
684
|
Kings Point Capital Management
Great Neck,
New York
|
–
|
-$33K
|
-385
|
Closed
|
|
|
685
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
–
|
-$31K
|
-364
|
Closed
|
|
|
686
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
–
|
-$31K
|
-359
|
Closed
|
|
|
687
|
San Francisco Sentry Investment Group
San Francisco,
California
|
–
|
-$26K
|
-306
|
Closed
|
|
|
688
|
Archford Capital Strategies
Swansea,
Illinois
|
–
|
-$20K
|
-230
|
Closed
|
|
|
689
|
Holistic Financial Partners
Indianapolis,
Indiana
|
–
|
-$16K
|
-190
|
Closed
|
|
|
690
|
Polaris Wealth Advisory Group
San Rafael,
California
|
–
|
-$7K
|
-83
|
Closed
|
|
|
691
|
Destination Wealth Management
Walnut Creek,
California
|
–
|
-$5K
|
-62
|
Closed
|
|
|
692
|
Cribstone Capital Management
Augusta,
Maine
|
–
|
-$4K
|
-45
|
Closed
|
|
|
693
|
Perennial Advisors
New York
|
–
|
-$2K
|
-26
|
Closed
|
|
|
694
|
Well Done LLC
Holland,
Michigan
|
–
|
-$2K
|
-24
|
Closed
|
|
|
695
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
–
|
-$1K
|
-22
|
Closed
|
|
|
696
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$1K
|
-14
|
Closed
|
|
|
697
|
Financial Engines Advisors
Santa Clara,
California
|
–
|
-$1K
|
-13
|
Closed
|
|
|
698
|
Thompson Davis & Co
Richmond,
Virginia
|
–
|
-$1K
|
-8
|
Closed
|
|
