|
826
|
Charles Schwab Trust
Henderson,
Nevada
|
–
|
-$264K
|
-3,000
|
Closed
|
|
|
827
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
–
|
-$224K
|
-2,551
|
Closed
|
|
|
828
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$224K
|
-2,550
|
Closed
|
|
|
829
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
–
|
-$220K
|
-2,500
|
Closed
|
|
|
830
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$209K
|
-2,375
|
Closed
|
|
|
831
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$202K
|
-2,305
|
Closed
|
|
|
832
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
–
|
-$622K
|
-2,200
|
Closed
|
|
|
833
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$140K
|
-1,593
|
Closed
|
|
|
834
|
Eagle Asset Management
St Petersburg,
Florida
|
–
|
-$138K
|
-1,584
|
Closed
|
|
|
835
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$139K
|
-1,578
|
Closed
|
|
|
836
|
CKW Financial Group
Honolulu,
Hawaii
|
–
|
-$119K
|
-1,350
|
Closed
|
|
|
837
|
Ninety One (UK)
London,
United Kingdom
|
–
|
-$111K
|
-1,265
|
Closed
|
|
|
838
|
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
|
–
|
-$98K
|
-1,120
|
Closed
|
|
|
839
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
–
|
-$88K
|
-1,006
|
Closed
|
|
|
840
|
Freestone Capital Holdings
Seattle,
Washington
|
–
|
-$44K
|
-500
|
Closed
|
|
|
841
|
Merrion Investment Management
Cranford,
New Jersey
|
–
|
-$44K
|
-500
|
Closed
|
|
|
842
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$42K
|
-483
|
Closed
|
|
|
843
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
–
|
-$38K
|
-437
|
Closed
|
|
|
844
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$24K
|
-275
|
Closed
|
|
|
845
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
–
|
-$22K
|
-250
|
Closed
|
|
|
846
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
–
|
-$19K
|
-225
|
Closed
|
|
|
847
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
–
|
-$12K
|
-134
|
Closed
|
|
|
848
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$11K
|
-122
|
Closed
|
|
|
849
|
Oder Investment Management
Woodland Hills,
California
|
–
|
-$10K
|
-117
|
Closed
|
|
|
850
|
Black Swift Group
Boulder,
Colorado
|
–
|
-$9K
|
-100
|
Closed
|
|
