|
51
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
–
|
-$210K
|
-13,610
|
Closed
|
|
|
52
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$185K
|
-12,014
|
Closed
|
|
|
53
|
MSI Financial Services
Springfield,
Massachusetts
|
–
|
-$185K
|
-11,997
|
Closed
|
|
|
54
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$179K
|
-11,600
|
Closed
|
|
|
55
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$171K
|
-11,096
|
Closed
|
|
|
56
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$169K
|
-10,970
|
Closed
|
|
|
57
|
Advisor Group
Phoenix,
Arizona
|
–
|
-$167K
|
-10,881
|
Closed
|
|
|
58
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
–
|
-$167K
|
-10,819
|
Closed
|
|
|
59
|
Capital Investment Advisors
Atlanta,
Georgia
|
–
|
-$165K
|
-10,665
|
Closed
|
|
|
60
|
Hollencrest Capital Management
Newport Beach,
California
|
–
|
-$162K
|
-10,530
|
Closed
|
|
|
61
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$153K
|
-9,938
|
Closed
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$146K
|
-9,512
|
Closed
|
|
|
63
|
IFP Advisors
Tampa,
Florida
|
–
|
-$142K
|
-9,216
|
Closed
|
|
|
64
|
Winch Advisory Services
Appleton,
Wisconsin
|
–
|
-$104K
|
-6,721
|
Closed
|
|
|
65
|
Evercore Wealth Management
New York
|
–
|
-$89K
|
-5,750
|
Closed
|
|
|
66
|
Monetary Management Group
St Louis,
Missouri
|
–
|
-$73K
|
-4,700
|
Closed
|
|
|
67
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
–
|
-$63K
|
-4,061
|
Closed
|
|
|
68
|
Highlander Capital Management
Short Hills,
New Jersey
|
–
|
-$39K
|
-2,500
|
Closed
|
|
|
69
|
Whitnell & Co
Oak Brook,
Illinois
|
–
|
-$35K
|
-2,240
|
Closed
|
|
|
70
|
|
–
|
-$31K
|
-2,000
|
Closed
|
|
|
71
|
Cribstone Capital Management
Augusta,
Maine
|
–
|
-$31K
|
-2,000
|
Closed
|
|
|
72
|
Kanaly Trust
Houston,
Texas
|
–
|
-$31K
|
-2,000
|
Closed
|
|
|
73
|
Archford Capital Strategies
Swansea,
Illinois
|
–
|
-$30K
|
-1,945
|
Closed
|
|
|
74
|
Security National Trust
Wheeling,
West Virginia
|
–
|
-$25K
|
-1,600
|
Closed
|
|
|
75
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$15K
|
-957
|
Closed
|
|