|
101
|
Whittier Trust
South Pasadena,
California
|
$1K
|
–
|
–
|
–
|
|
|
102
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1K
|
+$9
|
+2
|
+1%
|
|
|
103
|
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
|
–
|
-$4.05M
|
-870,533
|
Closed
|
|
|
104
|
Sanders Morris Harris
Houston,
Texas
|
–
|
-$691K
|
-148,490
|
Closed
|
|
|
105
|
|
–
|
-$577K
|
-124,061
|
Closed
|
|
|
106
|
Millennium Management
New York
|
–
|
-$510K
|
-109,584
|
Closed
|
|
|
107
|
|
–
|
-$270K
|
-58,028
|
Closed
|
|
|
108
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$115K
|
-24,944
|
Closed
|
|
|
109
|
1ST Source Bank
South Bend,
Indiana
|
–
|
-$94K
|
-20,143
|
Closed
|
|
|
110
|
Columbia Asset Management
Ann Arbor,
Michigan
|
–
|
-$93K
|
-20,000
|
Closed
|
|
|
111
|
Raymond James Trust
St. Petersburg,
Florida
|
–
|
-$75K
|
-16,111
|
Closed
|
|
|
112
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$73K
|
-15,781
|
Closed
|
|
|
113
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$59K
|
-12,591
|
Closed
|
|
|
114
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$55K
|
-11,828
|
Closed
|
|
|
115
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$12K
|
-2,648
|
Closed
|
|
|
116
|
Altus Wealth Group
Colorado Springs,
Colorado
|
–
|
-$10K
|
-2,146
|
Closed
|
|
|
117
|
Anchor Investment Management
Columbia,
South Carolina
|
–
|
-$7.16K
|
-1,540
|
Closed
|
|
|
118
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$4K
|
-795
|
Closed
|
|
|
119
|
Crewe Advisors
Salt Lake City,
Utah
|
–
|
-$2K
|
-500
|
Closed
|
|
|
120
|
WealthShield Partners
Cary,
North Carolina
|
–
|
+$14
|
+3
|
New
|
|
