|
201
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$2.57M
|
-55,169
|
Closed
|
|
|
202
|
Sonoma Allocations
Santa Rosa,
California
|
–
|
-$1.9M
|
-40,834
|
Closed
|
|
|
203
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$950K
|
-20,412
|
Closed
|
|
|
204
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$842K
|
-18,159
|
Closed
|
|
|
205
|
Bank of New York Mellon
New York
|
–
|
-$801K
|
-17,228
|
Closed
|
|
|
206
|
SOL Capital Management
Rockville,
Maryland
|
–
|
-$681K
|
-14,791
|
Closed
|
|
|
207
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$650K
|
-13,966
|
Closed
|
|
|
208
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$611K
|
-13,129
|
Closed
|
|
|
209
|
Citadel Advisors
Miami,
Florida
|
–
|
-$575K
|
-12,356
|
Closed
|
|
|
210
|
Strategic Financial Concepts
San Antonio,
Texas
|
–
|
-$451K
|
-9,688
|
Closed
|
|
|
211
|
Diversify Wealth Management
Sandy,
Utah
|
–
|
-$367K
|
-7,815
|
Closed
|
|
|
212
|
Two West Capital Advisors
Overland Park,
Kansas
|
–
|
-$295K
|
-6,293
|
Closed
|
|
|
213
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$265K
|
-5,706
|
Closed
|
|
|
214
|
Advus Financial Partners
Winter Park,
Florida
|
–
|
-$247K
|
-5,320
|
Closed
|
|
|
215
|
&Partners
Nashville,
Tennessee
|
–
|
-$240K
|
-5,169
|
Closed
|
|
|
216
|
Kelly Financial Services
Braintree,
Massachusetts
|
–
|
-$232K
|
-5,051
|
Closed
|
|
|
217
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$232K
|
-4,985
|
Closed
|
|
|
218
|
BOS Asset Management
Springfield,
Illinois
|
–
|
-$212K
|
-4,549
|
Closed
|
|
|
219
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$210K
|
-4,522
|
Closed
|
|
|
220
|
Northland Securities
Minneapolis,
Minnesota
|
–
|
-$204K
|
-4,395
|
Closed
|
|
|
221
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$202K
|
-4,347
|
Closed
|
|
|
222
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$105K
|
-2,253
|
Closed
|
|
|
223
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$55.8K
|
-1,199
|
Closed
|
|
|
224
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
–
|
-$50.6K
|
-1,091
|
Closed
|
|
|
225
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$19.1K
|
-411
|
Closed
|
|
