|
326
|
Teamwork Financial Advisors
San Antonio,
Texas
|
–
|
-$414K
|
-7,654
|
Closed
|
|
|
327
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$335K
|
-6,192
|
Closed
|
|
|
328
|
Vivid Financial Management
Orcutt,
California
|
–
|
-$307K
|
-5,679
|
Closed
|
|
|
329
|
J. Arnold Wealth Management
Youngstown,
Ohio
|
–
|
-$307K
|
-5,675
|
Closed
|
|
|
330
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
–
|
-$260K
|
-4,800
|
Closed
|
|
|
331
|
CVA Family Office
Denver,
Colorado
|
–
|
-$257K
|
-4,750
|
Closed
|
|
|
332
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$240K
|
-4,443
|
Closed
|
|
|
333
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
–
|
-$230K
|
-4,409
|
-100%
|
|
|
334
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$233K
|
-4,299
|
Closed
|
|
|
335
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
–
|
-$224K
|
-4,150
|
Closed
|
|
|
336
|
PGIM Custom Harvest
Newark,
New Jersey
|
–
|
-$222K
|
-4,097
|
Closed
|
|
|
337
|
Cascadia Advisory Services
Portland,
Oregon
|
–
|
-$219K
|
-4,052
|
Closed
|
|
|
338
|
Laidlaw Wealth Management
New York City,
New York
|
–
|
-$200K
|
-3,697
|
Closed
|
|
|
339
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$54K
|
-998
|
Closed
|
|
|
340
|
Context Capital Management
Lajolla,
California
|
–
|
-$37K
|
-689
|
Closed
|
|
|
341
|
BBVA USA
Birmingham,
Alabama
|
–
|
-$29K
|
-537
|
Closed
|
|
|
342
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$27K
|
-500
|
Closed
|
|
|
343
|
Personal Wealth Partners
Bloomington,
Minnesota
|
–
|
-$22K
|
-400
|
Closed
|
|
|
344
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$17.1K
|
-327
|
-99%
|
|
|
345
|
Sage Mountain Advisors
Atlanta,
Georgia
|
–
|
-$8K
|
-140
|
Closed
|
|
|
346
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
–
|
-$6.53K
|
-125
|
-95%
|
|
|
347
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$4.44K
|
-85
|
-89%
|
|
|
348
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$3K
|
-50
|
Closed
|
|
|
349
|
Macroview Investment Management
Bethesda,
Maryland
|
–
|
-$2K
|
-40
|
Closed
|
|
|
350
|
Private Ocean
San Rafael,
California
|
–
|
+$522
|
+10
|
New
|
|
