|
301
|
Financial & Tax Architects
St Louis,
Missouri
|
–
|
-$698K
|
-17,362
|
Closed
|
|
|
302
|
Cutler Group
San Francisco,
California
|
–
|
-$501K
|
-13,533
|
Closed
|
|
|
303
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$362K
|
-9,003
|
Closed
|
|
|
304
|
Tocqueville Asset Management
New York
|
–
|
-$362K
|
-9,000
|
Closed
|
|
|
305
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$324K
|
-8,063
|
Closed
|
|
|
306
|
Dynamic Technology Lab
Singapore
|
–
|
-$305K
|
-7,584
|
Closed
|
|
|
307
|
|
–
|
-$304K
|
-7,569
|
Closed
|
|
|
308
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$260K
|
-6,477
|
Closed
|
|
|
309
|
9258 Wealth Management
Blue Ash,
Ohio
|
–
|
-$235K
|
-5,850
|
Closed
|
|
|
310
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$228K
|
-5,670
|
Closed
|
|
|
311
|
Wedbush Securities
Los Angeles,
California
|
–
|
-$225K
|
-5,587
|
Closed
|
|
|
312
|
|
–
|
-$220K
|
-5,483
|
Closed
|
|
|
313
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$210K
|
-5,211
|
Closed
|
|
|
314
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$209K
|
-5,196
|
Closed
|
|
|
315
|
Kore Private Wealth
New York
|
–
|
-$206K
|
-5,123
|
Closed
|
|
|
316
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$202K
|
-5,013
|
Closed
|
|
|
317
|
Fidelity International
Hamilton,
Bermuda
|
–
|
-$161K
|
-3,994
|
Closed
|
|
|
318
|
Rockbridge Investment Management
Syracuse,
New York
|
–
|
-$72.9K
|
-1,812
|
Closed
|
|
|
319
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$40K
|
-1,000
|
Closed
|
|
|
320
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
–
|
-$32.4K
|
-806
|
Closed
|
|
|
321
|
Simon Quick Advisors
Morristown,
New Jersey
|
–
|
-$28K
|
-688
|
Closed
|
|
|
322
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$27K
|
-662
|
Closed
|
|
|
323
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$26.5K
|
-660
|
Closed
|
|
|
324
|
|
–
|
-$5K
|
-125
|
Closed
|
|
|
325
|
Vigilant Capital Management
Portland,
Maine
|
–
|
-$4K
|
-99
|
Closed
|
|
