|
1026
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
1027
|
First Command Advisory Services
Fort Worth,
Texas
|
$2K
|
+$4.82K
|
+43
|
New
|
|
|
1028
|
Lake Point Wealth Management
Rockwall,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
1029
|
Park Avenue Securities
New York
|
–
|
-$43.9M
|
-397,298
|
Closed
|
|
|
1030
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.74M
|
-24,405
|
Closed
|
|
|
1031
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$1.73M
|
-15,745
|
Closed
|
|
|
1032
|
Global Financial Private Capital
Sarasota,
Florida
|
–
|
-$949K
|
-8,620
|
Closed
|
|
|
1033
|
|
–
|
-$726K
|
-6,626
|
Closed
|
|
|
1034
|
|
–
|
-$514K
|
-4,688
|
Closed
|
|
|
1035
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$427K
|
-3,898
|
Closed
|
|
|
1036
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
–
|
-$423K
|
-3,836
|
Closed
|
|
|
1037
|
Biltmore Family Office
Charlotte,
North Carolina
|
–
|
-$377K
|
-3,419
|
Closed
|
|
|
1038
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$328K
|
-2,988
|
Closed
|
|
|
1039
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
–
|
-$326K
|
-2,971
|
Closed
|
|
|
1040
|
Colrain Capital
Boston,
Massachusetts
|
–
|
-$318K
|
-2,900
|
Closed
|
|
|
1041
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
–
|
-$307K
|
-2,800
|
Closed
|
|
|
1042
|
Investment Management of Virginia
Richmond,
Virginia
|
–
|
-$307K
|
-2,800
|
Closed
|
|
|
1043
|
United Asset Strategies
Garden City,
New York
|
–
|
-$292K
|
-2,665
|
Closed
|
|
|
1044
|
Godsey & Gibb Inc
Richmond,
Virginia
|
–
|
-$278K
|
-2,537
|
Closed
|
|
|
1045
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
–
|
-$251K
|
-2,288
|
Closed
|
|
|
1046
|
Iconiq Capital
San Francisco,
California
|
–
|
-$244K
|
-2,212
|
Closed
|
|
|
1047
|
Grassi Investment Management
Santa Clara,
California
|
–
|
-$220K
|
-2,010
|
Closed
|
|
|
1048
|
GW & Wade
Wellesley,
Massachusetts
|
–
|
-$219K
|
-1,994
|
Closed
|
|
|
1049
|
Ballast Inc
Lexington,
Kentucky
|
–
|
-$202K
|
-1,837
|
Closed
|
|
|
1050
|
Buffington Mohr McNeal
Boise,
Idaho
|
–
|
-$184K
|
-1,681
|
Closed
|
|
