|
1076
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
–
|
-$213K
|
-1,006
|
Closed
|
|
|
1077
|
CI Investments Inc
Toronto,
Ontario, Canada
|
–
|
-$211K
|
-1,000
|
Closed
|
|
|
1078
|
WealthPlan Investment Management
Omaha,
Nebraska
|
–
|
-$211K
|
-999
|
Closed
|
|
|
1079
|
Diversified Trust
Memphis,
Tennessee
|
–
|
-$205K
|
-970
|
Closed
|
|
|
1080
|
Legacy Advisory Services
Exton,
Pennsylvania
|
–
|
-$204K
|
-965
|
Closed
|
|
|
1081
|
Quartz Partners
Saratoga Springs,
New York
|
–
|
-$200K
|
-948
|
Closed
|
|
|
1082
|
Red Lighthouse Investment Management
New York
|
–
|
-$189K
|
-838
|
Closed
|
|
|
1083
|
Richards, Merrill & Peterson
Spokane,
Washington
|
–
|
-$152K
|
-720
|
Closed
|
|
|
1084
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$132K
|
-624
|
Closed
|
|
|
1085
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$114K
|
-537
|
Closed
|
|
|
1086
|
CNB Bank
Clearfield,
Pennsylvania
|
–
|
-$109K
|
-516
|
Closed
|
|
|
1087
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
–
|
-$104K
|
-491
|
Closed
|
|
|
1088
|
Capital A Wealth Management
New Castle,
Pennsylvania
|
–
|
-$48.9K
|
-231
|
Closed
|
|
|
1089
|
Avalon Trust
Santa Fe,
New Mexico
|
–
|
-$42.3K
|
-200
|
Closed
|
|
|
1090
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$25.3K
|
-120
|
Closed
|
|
|
1091
|
Key Financial Inc
West Chester,
Pennsylvania
|
–
|
-$20.7K
|
-98
|
Closed
|
|
|
1092
|
Tucker Asset Management
Littleton,
Colorado
|
–
|
-$17.1K
|
-81
|
Closed
|
|
|
1093
|
Mather Group
Chicago,
Illinois
|
–
|
-$16.9K
|
-80
|
Closed
|
|
|
1094
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
–
|
-$11K
|
-52
|
Closed
|
|
|
1095
|
Chesapeake Asset Management
New York
|
–
|
-$9.73K
|
-46
|
Closed
|
|
|
1096
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
–
|
-$9.73K
|
-46
|
Closed
|
|
|
1097
|
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
|
–
|
-$8K
|
-39
|
Closed
|
|
|
1098
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
–
|
-$7.19K
|
-34
|
Closed
|
|
|
1099
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
–
|
-$6.34K
|
-30
|
Closed
|
|
|
1100
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$4.86K
|
-23
|
Closed
|
|
