|
401
|
Altavista Wealth Management
Asheville,
North Carolina
|
–
|
-$375K
|
-6,783
|
Closed
|
|
|
402
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
–
|
-$362K
|
-6,522
|
Closed
|
|
|
403
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
–
|
-$327K
|
-5,911
|
Closed
|
|
|
404
|
Webster Bank
Waterbury,
Connecticut
|
–
|
-$322K
|
-5,829
|
Closed
|
|
|
405
|
Asset Advisors Corp
Augusta,
Georgia
|
–
|
-$319K
|
-5,775
|
Closed
|
|
|
406
|
Geneva Advisors
Chicago,
Illinois
|
–
|
-$234K
|
-4,236
|
Closed
|
|
|
407
|
Rothschild Investment LLC
Chicago,
Illinois
|
–
|
-$228K
|
-4,124
|
Closed
|
|
|
408
|
First Business Financial Services
Madison,
Wisconsin
|
–
|
-$227K
|
-4,119
|
Closed
|
|
|
409
|
Segment Wealth Management
Houston,
Texas
|
–
|
-$225K
|
-4,078
|
Closed
|
|
|
410
|
Carret Asset Management
New York
|
–
|
-$221K
|
-4,000
|
Closed
|
|
|
411
|
Stillwater Capital Advisors
Devon,
Pennsylvania
|
–
|
-$216K
|
-3,903
|
Closed
|
|
|
412
|
Capital Management
Glen Allen,
Virginia
|
–
|
-$211K
|
-3,814
|
Closed
|
|
|
413
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
–
|
-$211K
|
-3,813
|
Closed
|
|
|
414
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
–
|
-$201K
|
-3,641
|
Closed
|
|
|
415
|
Tower Research Capital (TRC)
New York
|
–
|
-$154K
|
-2,790
|
Closed
|
|
|
416
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
–
|
-$114K
|
-2,063
|
Closed
|
|
|
417
|
Shamrock Asset Management
Dallas,
Texas
|
–
|
-$83K
|
-1,500
|
Closed
|
|
|
418
|
Strategic Capital Alternatives
Gig Harbor,
United States
|
–
|
-$82K
|
-1,488
|
Closed
|
|
|
419
|
Next Financial Group
Houston,
Texas
|
–
|
-$59K
|
-1,073
|
Closed
|
|
|
420
|
Colony Group
Boston,
Massachusetts
|
–
|
-$32K
|
-572
|
Closed
|
|
|
421
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$31K
|
-554
|
Closed
|
|
|
422
|
Evercore Wealth Management
New York
|
–
|
-$29K
|
-527
|
Closed
|
|
|
423
|
One Capital Management
Westlake Village,
California
|
–
|
-$27K
|
-491
|
Closed
|
|
|
424
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
–
|
-$27K
|
-484
|
Closed
|
|
|
425
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$23K
|
-418
|
Closed
|
|
