|
101
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
102
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2K
|
-$199K
|
-40,238
|
-99%
|
|
|
103
|
Asset Dedication LLC
San Francisco,
California
|
$2K
|
-$1.61K
|
-325
|
-50%
|
|
|
104
|
|
$2K
|
+$2.47K
|
+500
|
New
|
|
|
105
|
Whittier Trust
South Pasadena,
California
|
$1K
|
–
|
–
|
–
|
|
|
106
|
Arlington Capital Management
Arlington Heights,
Illinois
|
–
|
-$4.67M
|
-888,094
|
Closed
|
|
|
107
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$211K
|
-40,029
|
Closed
|
|
|
108
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$138K
|
-26,240
|
Closed
|
|
|
109
|
Nine Masts Capital
Central,
Hong Kong
|
–
|
-$86K
|
-16,400
|
Closed
|
|
|
110
|
Bank of New York Mellon
New York
|
–
|
-$72K
|
-13,740
|
Closed
|
|
|
111
|
Horizon Kinetics
New York
|
–
|
-$69K
|
-13,082
|
Closed
|
|
|
112
|
Whitney & Co
Rochester,
New York
|
–
|
-$61K
|
-12,150
|
Closed
|
|
|
113
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$53K
|
-10,000
|
Closed
|
|
|
114
|
Bogart Wealth LLC
Mclean,
Virginia
|
–
|
-$39K
|
-7,381
|
Closed
|
|
|
115
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
–
|
-$25K
|
-4,813
|
Closed
|
|
|
116
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$17K
|
-3,153
|
Closed
|
|
|
117
|
Steward Partners Investment Advisory
New York
|
–
|
-$16K
|
-3,017
|
Closed
|
|
|
118
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$12K
|
-2,299
|
Closed
|
|
|
119
|
Sandy Spring Bank
Olney,
Maryland
|
–
|
-$3K
|
-500
|
Closed
|
|
