|
501
|
TFB Advisors
Overland Park,
Kansas
|
–
|
-$843K
|
-10,823
|
Closed
|
|
|
502
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$728K
|
-9,352
|
Closed
|
|
|
503
|
Advyzon Investment Management
Lisle,
Illinois
|
–
|
-$721K
|
-9,255
|
Closed
|
|
|
504
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$691K
|
-8,871
|
Closed
|
|
|
505
|
|
–
|
-$648K
|
-8,322
|
Closed
|
|
|
506
|
Ascent Group
Virginia Beach,
Virginia
|
–
|
-$642K
|
-8,245
|
Closed
|
|
|
507
|
Dorsey Wright & Associates
Pasadena,
California
|
–
|
-$581K
|
-7,456
|
Closed
|
|
|
508
|
PFG Investments
Woodbury,
New York
|
–
|
-$546K
|
-7,009
|
Closed
|
|
|
509
|
Portside Wealth Group
Provo,
Utah
|
–
|
-$486K
|
-6,242
|
Closed
|
|
|
510
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$473K
|
-6,079
|
Closed
|
|
|
511
|
Iconiq Capital
San Francisco,
California
|
–
|
-$470K
|
-6,040
|
Closed
|
|
|
512
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$434K
|
-5,572
|
Closed
|
|
|
513
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
–
|
-$427K
|
-5,476
|
Closed
|
|
|
514
|
NVWM LLC
Yardley,
Pennsylvania
|
–
|
-$411K
|
-5,278
|
Closed
|
|
|
515
|
Calamos Wealth Management
Naperville,
Illinois
|
–
|
-$393K
|
-5,044
|
Closed
|
|
|
516
|
Worth Asset Management
Dallas,
Texas
|
–
|
-$365K
|
-4,691
|
Closed
|
|
|
517
|
Diversify Wealth Management
Sandy,
Utah
|
–
|
-$360K
|
-4,629
|
Closed
|
|
|
518
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$350K
|
-4,435
|
Closed
|
|
|
519
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$329K
|
-4,225
|
Closed
|
|
|
520
|
Oppenheimer Asset Management
New York
|
–
|
-$315K
|
-4,043
|
Closed
|
|
|
521
|
Millennium Management
New York
|
–
|
-$314K
|
-4,033
|
Closed
|
|
|
522
|
Vertex Planning Partners
Downers Grove,
Illinois
|
–
|
-$258K
|
-3,309
|
Closed
|
|
|
523
|
Aurora Private Wealth
Rockaway,
New Jersey
|
–
|
-$253K
|
-3,252
|
Closed
|
|
|
524
|
Castleview Partners
Dallas,
Texas
|
–
|
-$246K
|
-3,152
|
Closed
|
|
|
525
|
Integrity Alliance
Urbandale,
Iowa
|
–
|
-$237K
|
-3,048
|
Closed
|
|
