|
676
|
Tocqueville Asset Management
New York
|
–
|
-$202K
|
-5,000
|
Closed
|
|
|
677
|
AlphaOne Investment Services
West Chester,
Pennsylvania
|
–
|
-$195K
|
-4,829
|
Closed
|
|
|
678
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
–
|
-$148K
|
-3,651
|
Closed
|
|
|
679
|
YorkBridge Wealth Partners
New York
|
–
|
-$128K
|
-3,137
|
Closed
|
|
|
680
|
James Investment Research
Alpha,
Ohio
|
–
|
-$74K
|
-1,830
|
Closed
|
|
|
681
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$64K
|
-1,579
|
Closed
|
|
|
682
|
First Personal Financial Services
Charlotte,
North Carolina
|
–
|
-$45K
|
-1,109
|
Closed
|
|
|
683
|
Zions Bancorporation
Salt Lake City,
Utah
|
–
|
-$38K
|
-949
|
Closed
|
|
|
684
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
–
|
-$31K
|
-756
|
Closed
|
|
|
685
|
|
–
|
-$24K
|
-600
|
Closed
|
|
|
686
|
Avantax Planning Partners
Dubuque,
Iowa
|
–
|
-$23K
|
-558
|
Closed
|
|
|
687
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$17K
|
-424
|
Closed
|
|
|
688
|
Whittier Trust
South Pasadena,
California
|
–
|
-$14K
|
-356
|
Closed
|
|
|
689
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
–
|
-$14K
|
-350
|
Closed
|
|
|
690
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$5K
|
-121
|
Closed
|
|
|
691
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
–
|
-$4K
|
-100
|
Closed
|
|
|
692
|
Omnia Family Wealth
Aventura,
Florida
|
–
|
-$4K
|
-95
|
Closed
|
|
|
693
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$3K
|
-76
|
Closed
|
|
|
694
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
–
|
-$3K
|
-71
|
Closed
|
|
|
695
|
San Francisco Sentry Investment Group
San Francisco,
California
|
–
|
-$2K
|
-56
|
Closed
|
|
|
696
|
Arax Advisory Partners
Denver,
Colorado
|
–
|
-$1K
|
-46
|
Closed
|
|
|
697
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$2K
|
-39
|
Closed
|
|
|
698
|
TCI Wealth Advisors
Tucson,
Arizona
|
–
|
+$231
|
+6
|
New
|
|
