|
301
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
–
|
-$29.2M
|
-1,454,492
|
Closed
|
|
|
302
|
Trilogy Capital
Irvine,
California
|
–
|
-$19.3M
|
-954,589
|
Closed
|
|
|
303
|
Renaissance Technologies
New York
|
–
|
-$14.1M
|
-700,799
|
Closed
|
|
|
304
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$7.98M
|
-397,568
|
Closed
|
|
|
305
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$6.89M
|
-343,444
|
Closed
|
|
|
306
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$5.9M
|
-293,961
|
Closed
|
|
|
307
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
–
|
-$5.71M
|
-284,362
|
Closed
|
|
|
308
|
WESPAC Advisors
Orinda,
California
|
–
|
-$4.11M
|
-204,955
|
Closed
|
|
|
309
|
Blue Sky Asset Management
Greenwood Village,
Colorado
|
–
|
-$3.18M
|
-158,587
|
Closed
|
|
|
310
|
Barclays
London,
United Kingdom
|
–
|
-$3M
|
-149,400
|
Closed
|
|
|
311
|
Price Capital Management
Lafayette,
Louisiana
|
–
|
-$3M
|
-149,400
|
Closed
|
|
|
312
|
Royal Fund Management
Lady Lake,
Florida
|
–
|
-$2.94M
|
-146,474
|
Closed
|
|
|
313
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$2.04M
|
-101,866
|
Closed
|
|
|
314
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$1.94M
|
-96,723
|
Closed
|
|
|
315
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$1.9M
|
-94,525
|
Closed
|
|
|
316
|
Strategic Blueprint
Atlanta,
Georgia
|
–
|
-$1.11M
|
-55,418
|
Closed
|
|
|
317
|
Altium Wealth Management
Purchase,
New York
|
–
|
-$990K
|
-49,310
|
Closed
|
|
|
318
|
Castle Rock Wealth Management
Walnut Creek,
California
|
–
|
-$953K
|
-46,578
|
Closed
|
|
|
319
|
Park Avenue Securities
New York
|
–
|
-$735K
|
-36,641
|
Closed
|
|
|
320
|
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
|
–
|
-$648K
|
-33,076
|
Closed
|
|
|
321
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$661K
|
-33,044
|
Closed
|
|
|
322
|
LexAurum Advisors
Overland Park,
Kansas
|
–
|
-$569K
|
-28,365
|
Closed
|
|
|
323
|
PRW Wealth Management
Quincy,
Massachusetts
|
–
|
-$562K
|
-28,000
|
Closed
|
|
|
324
|
Segment Wealth Management
Houston,
Texas
|
–
|
-$550K
|
-27,410
|
Closed
|
|
|
325
|
Ausdal Financial Partners
Davenport,
Iowa
|
–
|
-$503K
|
-24,846
|
Closed
|
|
