|
501
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
502
|
Focused Wealth Management
Newburgh,
New York
|
$12K
|
–
|
–
|
–
|
|
|
503
|
Anchor Investment Management
Columbia,
South Carolina
|
$11.2K
|
–
|
–
|
–
|
|
|
504
|
Central Bank & Trust
Lexington,
Kentucky
|
$11K
|
–
|
–
|
–
|
|
|
505
|
|
$10K
|
-$85
|
-1
|
-0.8%
|
|
|
506
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$9.58K
|
-$726K
|
-8,517
|
-91%
|
|
|
507
|
Community Bank
Dewitt,
New York
|
$9K
|
–
|
–
|
–
|
|
|
508
|
Physicians Financial Services
Raleigh,
North Carolina
|
$6K
|
–
|
–
|
–
|
|
|
509
|
Cribstone Capital Management
Augusta,
Maine
|
$5K
|
-$13.7K
|
-161
|
-75%
|
|
|
510
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$4.01K
|
-$138K
|
-1,623
|
-3%
|
|
|
511
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$3K
|
-$20.5K
|
-240
|
-88%
|
|
|
512
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
513
|
Catamount Wealth Management
Westport,
Connecticut
|
$2K
|
–
|
–
|
–
|
|
|
514
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$2K
|
–
|
–
|
–
|
|
|
515
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$1K
|
+$1.11K
|
+13
|
New
|
|
|
516
|
Farmers National Bank
Danville,
Kentucky
|
$160
|
–
|
–
|
–
|
|
|
517
|
Sandler Capital Management
New York
|
–
|
-$26.9M
|
-320,000
|
Closed
|
|
|
518
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$4.9M
|
-53,848
|
Closed
|
|
|
519
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
–
|
-$2.27M
|
-27,005
|
Closed
|
|
|
520
|
Retirement Design & Management
Westport,
Connecticut
|
–
|
-$1.87M
|
-22,260
|
Closed
|
|
|
521
|
Jackson Wealth Management
Lake Mary,
Florida
|
–
|
-$845K
|
-10,066
|
Closed
|
|
|
522
|
|
–
|
-$774K
|
-9,085
|
Closed
|
|
|
523
|
Rock Point Advisors
Burlington,
Vermont
|
–
|
-$754K
|
-8,980
|
Closed
|
|
|
524
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$599K
|
-7,148
|
Closed
|
|
|
525
|
WBI Investments
Red Bank,
New Jersey
|
–
|
-$387K
|
-4,613
|
Closed
|
|
