|
1201
|
Pitcairn
Conshohocken,
Pennsylvania
|
–
|
-$821K
|
-12,306
|
Closed
|
|
|
1202
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$820K
|
-12,296
|
Closed
|
|
|
1203
|
BCGM Wealth Management
Lafayette,
Indiana
|
–
|
-$807K
|
-12,107
|
Closed
|
|
|
1204
|
Israel Discount Bank of New York
New York
|
–
|
-$763K
|
-11,448
|
Closed
|
|
|
1205
|
Brighton Jones LLC
Seattle,
Washington
|
–
|
-$748K
|
-11,209
|
Closed
|
|
|
1206
|
Leavell Investment Management
Mobile,
Alabama
|
–
|
-$634K
|
-9,503
|
Closed
|
|
|
1207
|
Nuveen
Charlotte,
North Carolina
|
–
|
-$607K
|
-9,099
|
Closed
|
|
|
1208
|
UMB Bank
Kansas City,
Missouri
|
–
|
-$598K
|
-8,970
|
Closed
|
|
|
1209
|
Retirement Guys Formula
Maumee,
Ohio
|
–
|
-$577K
|
-8,644
|
Closed
|
|
|
1210
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
–
|
-$556K
|
-8,331
|
Closed
|
|
|
1211
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
–
|
-$551K
|
-8,255
|
Closed
|
|
|
1212
|
EntryPoint Capital
New York
|
–
|
-$530K
|
-7,951
|
Closed
|
|
|
1213
|
Dynamic Technology Lab
Singapore
|
–
|
-$518K
|
-7,760
|
Closed
|
|
|
1214
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
–
|
-$517K
|
-7,745
|
Closed
|
|
|
1215
|
Hilltop National Bank
Casper,
Wyoming
|
–
|
-$492K
|
-7,380
|
Closed
|
|
|
1216
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
–
|
-$468K
|
-7,023
|
Closed
|
|
|
1217
|
RBO & Co
Saint Helena,
California
|
–
|
-$458K
|
-6,861
|
Closed
|
|
|
1218
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
–
|
-$451K
|
-6,756
|
Closed
|
|
|
1219
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$448K
|
-6,716
|
Closed
|
|
|
1220
|
Private Trust Company
Cleveland,
Ohio
|
–
|
-$446K
|
-6,680
|
Closed
|
|
|
1221
|
PharVision Advisers
Boca Raton,
Florida
|
–
|
-$440K
|
-6,592
|
Closed
|
|
|
1222
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
–
|
-$421K
|
-6,320
|
Closed
|
|
|
1223
|
|
–
|
-$415K
|
-6,174
|
Closed
|
|
|
1224
|
Summit Securities Group
New York
|
–
|
-$402K
|
-6,022
|
Closed
|
|
|
1225
|
Cetera Trust Company
St. Paul,
Minnesota
|
–
|
-$396K
|
-5,938
|
Closed
|
|
