|
126
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
–
|
-$925K
|
-21,300
|
Closed
|
|
|
127
|
Coastline Trust
Providence,
Rhode Island
|
–
|
-$734K
|
-17,210
|
Closed
|
|
|
128
|
|
–
|
-$725K
|
-17,015
|
Closed
|
|
|
129
|
Lucia Wealth Services
San Diego,
California
|
–
|
-$578K
|
-13,563
|
Closed
|
|
|
130
|
Baird Financial Group
Milwaukee,
Wisconsin
|
–
|
-$563K
|
-13,403
|
Closed
|
|
|
131
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$500K
|
-11,726
|
Closed
|
|
|
132
|
Bank of New York Mellon
New York
|
–
|
-$435K
|
-10,225
|
Closed
|
|
|
133
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$362K
|
-8,500
|
Closed
|
|
|
134
|
Two Sigma Securities
New York
|
–
|
-$258K
|
-6,053
|
Closed
|
|
|
135
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$227K
|
-5,316
|
Closed
|
|
|
136
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$220K
|
-5,164
|
Closed
|
|
|
137
|
McAdam LLC
Philadelphia,
Pennsylvania
|
–
|
-$65K
|
-1,551
|
Closed
|
|
|
138
|
Stratos Wealth Partners
Beachwood,
Ohio
|
–
|
-$51K
|
-1,207
|
Closed
|
|
|
139
|
Barrett Asset Management
New York
|
–
|
-$26K
|
-600
|
Closed
|
|
|
140
|
Girard Partners
King Of Prussia,
Pennsylvania
|
–
|
-$9K
|
-220
|
Closed
|
|
|
141
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
-$5K
|
-137
|
Closed
|
|
|
142
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
–
|
-$6K
|
-130
|
Closed
|
|
|
143
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$3K
|
-73
|
Closed
|
|
|
144
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$41
|
+1
|
+100%
|
|
