|
501
|
Cable Hill Partners
Portland,
Oregon
|
–
|
-$234K
|
-5,277
|
Closed
|
|
|
502
|
Meitav Investment House
Bene-Beraq,
Israel
|
–
|
-$221K
|
-5,000
|
Closed
|
|
|
503
|
Miles Capital
West Des Moines,
Iowa
|
–
|
-$219K
|
-4,955
|
Closed
|
|
|
504
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$215K
|
-4,848
|
Closed
|
|
|
505
|
Aptus Capital Advisors
Fairhope,
Alabama
|
–
|
-$212K
|
-4,790
|
Closed
|
|
|
506
|
Columbia Asset Management
Ann Arbor,
Michigan
|
–
|
-$210K
|
-4,753
|
Closed
|
|
|
507
|
CIBC Bank USA
Chicago,
Illinois
|
–
|
-$204K
|
-4,611
|
Closed
|
|
|
508
|
Osborn Williams & Donohoe
Cincinnati,
Ohio
|
–
|
-$162K
|
-3,750
|
Closed
|
|
|
509
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$165K
|
-3,732
|
Closed
|
|
|
510
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
–
|
-$159K
|
-3,587
|
Closed
|
|
|
511
|
Bremer Bank National Association
St Paul,
Minnesota
|
–
|
-$144K
|
-3,290
|
Closed
|
|
|
512
|
Marino Stram & Associates
Braintree,
Massachusetts
|
–
|
-$124K
|
-2,800
|
Closed
|
|
|
513
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
–
|
-$101K
|
-2,279
|
Closed
|
|
|
514
|
Washington Trust Bank
Spokane,
Washington
|
–
|
-$89K
|
-2,000
|
Closed
|
|
|
515
|
Covenant Multifamily Offices
San Antonio,
Texas
|
–
|
-$86K
|
-1,949
|
Closed
|
|
|
516
|
First National Corp
Rockland,
Massachusetts
|
–
|
-$68K
|
-1,528
|
Closed
|
|
|
517
|
Lavaca Capital
Houston,
Texas
|
–
|
-$52K
|
-1,168
|
Closed
|
|
|
518
|
Israel Discount Bank of New York
New York
|
–
|
-$49K
|
-1,100
|
Closed
|
|
|
519
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
–
|
-$44K
|
-1,000
|
Closed
|
|
|
520
|
Howe & Rusling
Rochester,
New York
|
–
|
-$38K
|
-860
|
Closed
|
|
|
521
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
–
|
-$38K
|
-852
|
Closed
|
|
|
522
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
–
|
-$35.5K
|
-835
|
-100%
|
|
|
523
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
–
|
-$35K
|
-800
|
Closed
|
|
|
524
|
Alera Investment Advisors
Deerfield,
Illinois
|
–
|
-$27K
|
-604
|
Closed
|
|
|
525
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
–
|
-$13K
|
-300
|
Closed
|
|
