|
201
|
Defined Wealth Management
Beaverton,
Oregon
|
–
|
-$114K
|
-11,100
|
Closed
|
|
|
202
|
Summit Trail Advisors
New York
|
–
|
-$114K
|
-11,100
|
Closed
|
|
|
203
|
Stephens Inc
Little Rock,
Arkansas
|
–
|
-$114K
|
-11,066
|
Closed
|
|
|
204
|
|
–
|
-$114K
|
-11,065
|
Closed
|
|
|
205
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$73.6K
|
-7,144
|
Closed
|
|
|
206
|
Private Trust Company
Cleveland,
Ohio
|
–
|
-$10.4K
|
-1,006
|
Closed
|
|
|
207
|
WhitTier Trust Company
Reno,
Nevada
|
–
|
-$10.1K
|
-984
|
Closed
|
|
|
208
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$3.69K
|
-358
|
Closed
|
|
|
209
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$1.58K
|
-153
|
Closed
|
|
|
210
|
Physician Wealth Advisors
Midvale,
Utah
|
–
|
-$886
|
-86
|
Closed
|
|
|
211
|
Rialto Wealth Management
Syracuse,
New York
|
–
|
-$577
|
-56
|
Closed
|
|
|
212
|
SouthState Corp
Winter Haven,
Florida
|
–
|
-$577
|
-56
|
Closed
|
|
|
213
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
–
|
-$557
|
-54
|
Closed
|
|
|
214
|
Golden State Wealth Management
Santa Ana,
California
|
–
|
-$474
|
-46
|
Closed
|
|
|
215
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
–
|
-$371
|
-36
|
Closed
|
|
|
216
|
Mather Group
Chicago,
Illinois
|
–
|
-$116
|
-10
|
Closed
|
|
