|
226
|
Whitnell & Co
Oak Brook,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
227
|
Lenox Wealth Advisors
New York
|
$6K
|
–
|
–
|
–
|
|
|
228
|
Tarbox Family Office
Newport Beach,
California
|
$2K
|
–
|
–
|
–
|
|
|
229
|
FundX Investment Group
San Francisco,
California
|
–
|
-$10.1M
|
-181,910
|
Closed
|
|
|
230
|
Franklin Resources
San Mateo,
California
|
–
|
-$3.18M
|
-57,050
|
Closed
|
|
|
231
|
Tower Trust
Fort Wayne,
Indiana
|
–
|
-$2M
|
-35,970
|
Closed
|
|
|
232
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$1.68M
|
-30,262
|
Closed
|
|
|
233
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$1.35M
|
-24,294
|
Closed
|
|
|
234
|
SEI Trust Company
Oaks,
Pennsylvania
|
–
|
-$1.29M
|
-23,200
|
Closed
|
|
|
235
|
First American Trust
Santa Ana,
California
|
–
|
-$740K
|
-13,300
|
Closed
|
|
|
236
|
|
–
|
-$550K
|
-9,882
|
Closed
|
|
|
237
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
–
|
-$309K
|
-5,548
|
Closed
|
|
|
238
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
–
|
-$300K
|
-5,400
|
Closed
|
|
|
239
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$243K
|
-4,370
|
Closed
|
|
|
240
|
|
–
|
-$242K
|
-4,344
|
Closed
|
|
|
241
|
Banyan Partners
Palm Beach Gardens,
Florida
|
–
|
-$231K
|
-4,152
|
Closed
|
|
|
242
|
ProVise Management Group
Clearwater,
Florida
|
–
|
-$215K
|
-3,870
|
Closed
|
|
|
243
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
–
|
-$33K
|
-600
|
Closed
|
|
|
244
|
Howe & Rusling
Rochester,
New York
|
–
|
-$18K
|
-320
|
Closed
|
|
|
245
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
–
|
-$5K
|
-98
|
Closed
|
|
|
246
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
–
|
-$4K
|
-80
|
Closed
|
|
|
247
|
Raffa Wealth Management
Washington,
District of Columbia
|
–
|
-$592
|
-10
|
Closed
|
|
