|
251
|
|
$102
|
+$102
|
+4
|
New
|
|
|
252
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$8
|
–
|
–
|
–
|
|
|
253
|
Ocean Park Asset Management
Santa Monica,
California
|
–
|
-$10.5M
|
-412,000
|
Closed
|
|
|
254
|
Renaissance Technologies
New York
|
–
|
-$6.89M
|
-270,217
|
Closed
|
|
|
255
|
Consolidated Planning Corp
Atlanta,
Georgia
|
–
|
-$4.32M
|
-169,670
|
Closed
|
|
|
256
|
John A. Wolfe & Associates
Portage,
Michigan
|
–
|
-$3.29M
|
-129,147
|
Closed
|
|
|
257
|
Fortune Financial Group
Naples,
Florida
|
–
|
-$2.23M
|
-79,287
|
Closed
|
|
|
258
|
Coppell Advisory Solutions
Coppell,
Texas
|
–
|
-$1.54M
|
-60,586
|
Closed
|
|
|
259
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$897K
|
-35,195
|
Closed
|
|
|
260
|
Citadel Advisors
Miami,
Florida
|
–
|
-$843K
|
-33,085
|
Closed
|
|
|
261
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$641K
|
-25,140
|
Closed
|
|
|
262
|
Warner Group
Madison,
Connecticut
|
–
|
-$622K
|
-24,420
|
Closed
|
|
|
263
|
Trevian Wealth Management
Weston,
Massachusetts
|
–
|
-$429K
|
-16,850
|
Closed
|
|
|
264
|
Magnus Financial Group
New York
|
–
|
-$399K
|
-15,662
|
Closed
|
|
|
265
|
Matrix Trust Company
Denver,
Colorado
|
–
|
-$340K
|
-13,333
|
Closed
|
|
|
266
|
GTS Securities
Miami,
Florida
|
–
|
-$334K
|
-13,109
|
Closed
|
|
|
267
|
Leo Wealth LLC
Hurst,
Texas
|
–
|
-$306K
|
-12,000
|
Closed
|
|
|
268
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$287K
|
-11,277
|
Closed
|
|
|
269
|
Navellier & Associates
Reno,
Nevada
|
–
|
-$286K
|
-11,209
|
Closed
|
|
|
270
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$280K
|
-11,003
|
Closed
|
|
|
271
|
|
–
|
-$279K
|
-10,946
|
Closed
|
|
|
272
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
–
|
-$257K
|
-10,074
|
Closed
|
|
|
273
|
Mariner
Overland Park,
Kansas
|
–
|
-$212K
|
-8,326
|
Closed
|
|
|
274
|
Optima Capital
Beaverton,
Oregon
|
–
|
-$130K
|
-5,088
|
Closed
|
|
|
275
|
Family Management
New York
|
–
|
-$44.7K
|
-1,755
|
Closed
|
|
