|
1101
|
Parkwood LLC
Cleveland,
Ohio
|
–
|
-$1.37M
|
-84,595
|
Closed
|
|
|
1102
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
–
|
-$1.13M
|
-69,627
|
Closed
|
|
|
1103
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$978K
|
-60,323
|
Closed
|
|
|
1104
|
|
–
|
-$806K
|
-49,700
|
Closed
|
|
|
1105
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$689K
|
-42,455
|
Closed
|
|
|
1106
|
Vernal Point Advisors
San Francisco,
California
|
–
|
-$644K
|
-39,733
|
Closed
|
|
|
1107
|
X-Square Capital
Guaynabo,
Puerto Rico
|
–
|
-$560K
|
-34,549
|
Closed
|
|
|
1108
|
Diversify Wealth Management
Sandy,
Utah
|
–
|
-$509K
|
-33,015
|
Closed
|
|
|
1109
|
M Holdings Securities
Portland,
Oregon
|
–
|
-$521K
|
-32,096
|
Closed
|
|
|
1110
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
–
|
-$469K
|
-28,896
|
Closed
|
|
|
1111
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$453K
|
-27,917
|
Closed
|
|
|
1112
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
–
|
-$433K
|
-26,707
|
Closed
|
|
|
1113
|
Deerfield Management
New York
|
–
|
-$422K
|
-26,024
|
Closed
|
|
|
1114
|
Modern Wealth Management
Lenexa,
Kansas
|
–
|
-$356K
|
-21,969
|
Closed
|
|
|
1115
|
Harrell Investment Partners
Austin,
Texas
|
–
|
-$336K
|
-20,716
|
Closed
|
|
|
1116
|
HSBC Holdings
London,
United Kingdom
|
–
|
-$290K
|
-17,866
|
Closed
|
|
|
1117
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
–
|
-$285K
|
-17,588
|
Closed
|
|
|
1118
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
–
|
-$265K
|
-16,329
|
Closed
|
|
|
1119
|
O'Brien Greene & Co
Media,
Pennsylvania
|
–
|
-$248K
|
-15,268
|
Closed
|
|
|
1120
|
Shapiro Capital Management
Atlanta,
Georgia
|
–
|
-$243K
|
-15,000
|
Closed
|
|
|
1121
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$240K
|
-14,798
|
Closed
|
|
|
1122
|
Lion Street Advisors
Austin,
Texas
|
–
|
-$237K
|
-14,613
|
Closed
|
|
|
1123
|
Busey Bank
Urbana,
Illinois
|
–
|
-$235K
|
-14,506
|
Closed
|
|
|
1124
|
Buska Wealth Management
Wausau,
Wisconsin
|
–
|
-$226K
|
-13,958
|
Closed
|
|
|
1125
|
Keel Point
Huntsville,
Alabama
|
–
|
-$207K
|
-13,291
|
Closed
|
|
