|
101
|
Westside Investment Management
Santa Monica,
California
|
$9K
|
+$9.78K
|
+1,000
|
New
|
|
|
102
|
Focused Wealth Management
Newburgh,
New York
|
$8K
|
–
|
–
|
–
|
|
|
103
|
Executive Wealth Management
Brighton,
Michigan
|
$5K
|
–
|
–
|
–
|
|
|
104
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$4K
|
+$4.26K
|
+436
|
New
|
|
|
105
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
106
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
107
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2K
|
+$2K
|
+205
|
New
|
|
|
108
|
Doliver Advisors
Houston,
Texas
|
–
|
-$3.62M
|
-370,058
|
Closed
|
|
|
109
|
Mariner Investment Group
Harrison,
New York
|
–
|
-$508K
|
-52,027
|
Closed
|
|
|
110
|
|
–
|
-$254K
|
-26,000
|
Closed
|
|
|
111
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$146K
|
-14,918
|
Closed
|
|
|
112
|
|
–
|
-$127K
|
-13,000
|
Closed
|
|
|
113
|
Claro Advisors
Boston,
Massachusetts
|
–
|
-$114K
|
-11,654
|
Closed
|
|
|
114
|
|
–
|
-$104K
|
-10,643
|
Closed
|
|
|
115
|
Frontier Wealth Management
Kansas City,
Missouri
|
–
|
-$104K
|
-10,600
|
Closed
|
|
|
116
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$100K
|
-10,215
|
Closed
|
|
|
117
|
Inscription Capital
Houston,
Texas
|
–
|
-$92K
|
-9,380
|
Closed
|
|
|
118
|
Mosaic Family Wealth
St. Louis,
Missouri
|
–
|
-$90K
|
-9,263
|
Closed
|
|
|
119
|
Regions Financial Corp
Birmingham,
Alabama
|
–
|
-$65K
|
-6,700
|
Closed
|
|
|
120
|
Sandy Spring Bank
Olney,
Maryland
|
–
|
-$29K
|
-3,000
|
Closed
|
|
|
121
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$17K
|
-1,790
|
Closed
|
|
|
122
|
Manchester Capital Management
Manchester,
Vermont
|
–
|
-$15K
|
-1,500
|
Closed
|
|
|
123
|
KWMG LLC
Overland Park,
Kansas
|
–
|
-$9K
|
-896
|
Closed
|
|
|
124
|
First Hawaiian Bank
Honolulu,
Hawaii
|
–
|
-$3K
|
-310
|
Closed
|
|
