|
101
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$3K
|
+$3.12K
|
+153
|
New
|
|
|
102
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$2.57K
|
+$2.55K
|
+125
|
New
|
|
|
103
|
Caldwell Trust
Venice,
Florida
|
$2.16K
|
–
|
–
|
–
|
|
|
104
|
Prospera Financial Services
Dallas,
Texas
|
$2K
|
+$1.86K
|
+91
|
New
|
|
|
105
|
Punch & Associates Investment Management
Edina,
Minnesota
|
–
|
-$4.07M
|
-179,233
|
Closed
|
|
|
106
|
1607 Capital Partners
Richmond,
Virginia
|
–
|
-$2.7M
|
-118,886
|
Closed
|
|
|
107
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$450K
|
-19,786
|
Closed
|
|
|
108
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$416K
|
-19,650
|
Closed
|
|
|
109
|
Comerica Bank
Dallas,
Texas
|
–
|
-$285K
|
-14,276
|
Closed
|
|
|
110
|
Oppenheimer & Co
New York
|
–
|
-$254K
|
-11,186
|
Closed
|
|
|
111
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$250K
|
-10,998
|
Closed
|
|
|
112
|
Alpha Cubed Investments
Irvine,
California
|
–
|
-$213K
|
-9,390
|
Closed
|
|
|
113
|
Frontier Wealth Management
Kansas City,
Missouri
|
–
|
-$212K
|
-9,334
|
Closed
|
|
|
114
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
–
|
-$205K
|
-9,000
|
Closed
|
|
|
115
|
Capital Investment Advisors
Atlanta,
Georgia
|
–
|
-$201K
|
-8,824
|
Closed
|
|
|
116
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
–
|
-$90K
|
-4,000
|
Closed
|
|
|
117
|
Andrew Hill Investment Advisors
Naples,
Florida
|
–
|
-$79K
|
-3,500
|
Closed
|
|
|
118
|
Spire Wealth Management
Mclean,
Virginia
|
–
|
-$64K
|
-2,800
|
Closed
|
|
|
119
|
Delta Asset Management
Memphis,
Tennessee
|
–
|
-$36K
|
-1,583
|
Closed
|
|
|
120
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
–
|
-$23K
|
-1,020
|
Closed
|
|
|
121
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$16.4K
|
-805
|
Closed
|
|
|
122
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$9K
|
-415
|
Closed
|
|
|
123
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
–
|
-$5K
|
-226
|
Closed
|
|
|
124
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
–
|
-$2K
|
-100
|
Closed
|
|
