|
401
|
First Financial Corp
Terre Haute,
Indiana
|
$3K
|
–
|
–
|
–
|
|
|
402
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2K
|
-$162K
|
-5,200
|
-99%
|
|
|
403
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$1K
|
–
|
–
|
–
|
|
|
404
|
Windham Capital Management
Boston,
Massachusetts
|
–
|
-$51.9M
|
-1,630,444
|
Closed
|
|
|
405
|
Jackson Wealth Management
Lake Mary,
Florida
|
–
|
-$2.98M
|
-93,864
|
Closed
|
|
|
406
|
Portland Global Advisors
Portland,
Maine
|
–
|
-$2.01M
|
-63,140
|
Closed
|
|
|
407
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$1.75M
|
-55,016
|
Closed
|
|
|
408
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$1.7M
|
-53,380
|
Closed
|
|
|
409
|
Winch Advisory Services
Appleton,
Wisconsin
|
–
|
-$1.24M
|
-38,916
|
Closed
|
|
|
410
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$835K
|
-26,196
|
Closed
|
|
|
411
|
Hancock Whitney
Gulfport,
Mississippi
|
–
|
-$523K
|
-15,764
|
Closed
|
|
|
412
|
Brouwer & Janachowski
Mill Valley,
California
|
–
|
-$266K
|
-8,360
|
Closed
|
|
|
413
|
Grimes & Company
Westborough,
Massachusetts
|
–
|
-$262K
|
-8,212
|
Closed
|
|
|
414
|
Accredited Investors
Edina,
Minnesota
|
–
|
-$218K
|
-6,816
|
Closed
|
|
|
415
|
Cadinha & Co
Honolulu,
Hawaii
|
–
|
-$217K
|
-6,800
|
Closed
|
|
|
416
|
First National Trust
Hermitage,
Pennsylvania
|
–
|
-$216K
|
-6,792
|
Closed
|
|
|
417
|
Roundview Capital
Princeton,
New Jersey
|
–
|
-$216K
|
-6,780
|
Closed
|
|
|
418
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
–
|
-$210K
|
-6,604
|
Closed
|
|
|
419
|
Choreo LLC
Rockford,
Illinois
|
–
|
-$210K
|
-6,584
|
Closed
|
|
|
420
|
|
–
|
-$204K
|
-6,400
|
Closed
|
|
|
421
|
Wills Financial Group
Richmond,
Virginia
|
–
|
-$203K
|
-6,400
|
Closed
|
|
|
422
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$163K
|
-5,116
|
Closed
|
|
|
423
|
Thompson Davis & Co
Richmond,
Virginia
|
–
|
-$64K
|
-2,000
|
Closed
|
|
|
424
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$26K
|
-808
|
Closed
|
|
|
425
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$11K
|
-340
|
Closed
|
|
