|
501
|
Monterey Private Wealth
Monterey,
California
|
–
|
-$237K
|
-2,487
|
Closed
|
|
|
502
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
–
|
-$235K
|
-2,477
|
Closed
|
|
|
503
|
Personal Capital Advisors
Redwood City,
California
|
–
|
-$229K
|
-2,408
|
Closed
|
|
|
504
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
–
|
-$229K
|
-2,407
|
Closed
|
|
|
505
|
Howard Wealth Management
Madison,
Connecticut
|
–
|
-$228K
|
-2,406
|
Closed
|
|
|
506
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$227K
|
-2,384
|
Closed
|
|
|
507
|
Western Wealth Management
Golden,
Colorado
|
–
|
-$226K
|
-2,380
|
Closed
|
|
|
508
|
Sicart Associates
New York
|
–
|
-$224K
|
-2,350
|
Closed
|
|
|
509
|
Nomura Asset Management
Tokyo,
Japan
|
–
|
-$220K
|
-2,305
|
Closed
|
|
|
510
|
Beaton Management Company
Haverhill,
Massachusetts
|
–
|
-$214K
|
-2,250
|
Closed
|
|
|
511
|
Miracle Mile Advisors
Los Angeles,
California
|
–
|
-$213K
|
-2,244
|
Closed
|
|
|
512
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
–
|
-$213K
|
-2,240
|
Closed
|
|
|
513
|
Principle Wealth Partners
Madison,
Connecticut
|
–
|
-$213K
|
-2,240
|
Closed
|
|
|
514
|
Pacific Sun Financial
Los Angeles,
California
|
–
|
-$209K
|
-2,200
|
Closed
|
|
|
515
|
Moloney Securities Asset Management
Manchester,
Missouri
|
–
|
-$206K
|
-2,164
|
Closed
|
|
|
516
|
Chevy Chase Trust
Bethesda,
Maryland
|
–
|
-$162K
|
-1,700
|
Closed
|
|
|
517
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
–
|
-$107K
|
-1,125
|
Closed
|
|
|
518
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$64K
|
-675
|
Closed
|
|
|
519
|
Stratford Consulting
Addison,
Texas
|
–
|
-$54K
|
-563
|
Closed
|
|
|
520
|
Great Diamond Partners
Portland,
Maine
|
–
|
-$40K
|
-422
|
Closed
|
|
|
521
|
Cullen/Frost Bankers
San Antonio,
Texas
|
–
|
-$28K
|
-291
|
Closed
|
|
|
522
|
Vigilant Capital Management
Portland,
Maine
|
–
|
-$23K
|
-240
|
Closed
|
|
|
523
|
Ironwood Financial
Tucson,
Arizona
|
–
|
-$20K
|
-208
|
Closed
|
|
|
524
|
TimeScale Financial
Danvers,
Massachusetts
|
–
|
-$17K
|
-179
|
Closed
|
|
|
525
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$15K
|
-160
|
Closed
|
|
