|
201
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
202
|
Cordasco Financial Network
Naples,
Florida
|
$1K
|
+$1.22K
|
+60
|
New
|
|
|
203
|
Caldwell Trust
Venice,
Florida
|
$960
|
–
|
–
|
–
|
|
|
204
|
Westside Investment Management
Santa Monica,
California
|
$8
|
–
|
–
|
–
|
|
|
205
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
–
|
-$11.4M
|
-390,967
|
Closed
|
|
|
206
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$8.59M
|
-295,744
|
Closed
|
|
|
207
|
Advisory Alpha
Holland,
Michigan
|
–
|
-$1.64M
|
-56,328
|
Closed
|
|
|
208
|
IPG Investment Advisors
San Diego,
California
|
–
|
-$1.28M
|
-44,137
|
Closed
|
|
|
209
|
New World Advisors
Hingham,
Massachusetts
|
–
|
-$643K
|
-27,468
|
Closed
|
|
|
210
|
|
–
|
-$763K
|
-26,269
|
Closed
|
|
|
211
|
Two Sigma Securities
New York
|
–
|
-$562K
|
-19,340
|
Closed
|
|
|
212
|
SOA Wealth Advisors
New York
|
–
|
-$438K
|
-15,083
|
Closed
|
|
|
213
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$434K
|
-14,937
|
Closed
|
|
|
214
|
Trilogy Capital
Irvine,
California
|
–
|
-$424K
|
-14,584
|
Closed
|
|
|
215
|
|
–
|
-$418K
|
-14,416
|
Closed
|
|
|
216
|
Capital Planning Advisors
Roseville,
California
|
–
|
-$337K
|
-11,593
|
Closed
|
|
|
217
|
Smith Anglin Financial
Dallas,
Texas
|
–
|
-$332K
|
-11,425
|
Closed
|
|
|
218
|
Summit X LLC
Chesterfield,
Missouri
|
–
|
-$322K
|
-11,254
|
Closed
|
|
|
219
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$324K
|
-11,141
|
Closed
|
|
|
220
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
–
|
-$244K
|
-10,670
|
Closed
|
|
|
221
|
Crown Wealth Group
Charlotte,
North Carolina
|
–
|
-$309K
|
-10,625
|
Closed
|
|
|
222
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$289K
|
-9,945
|
Closed
|
|
|
223
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$284K
|
-9,789
|
Closed
|
|
|
224
|
Western Wealth Management
Golden,
Colorado
|
–
|
-$276K
|
-9,496
|
Closed
|
|
|
225
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$259K
|
-8,904
|
Closed
|
|
