|
401
|
Atria Wealth Solutions
New York
|
–
|
-$513K
|
-20,052
|
Closed
|
|
|
402
|
Warther Private Wealth
Akron,
Ohio
|
–
|
-$417K
|
-16,302
|
Closed
|
|
|
403
|
Ballentine Partners
Waltham,
Massachusetts
|
–
|
-$416K
|
-16,280
|
Closed
|
|
|
404
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$309K
|
-12,071
|
Closed
|
|
|
405
|
Blue Oak Capital
Menlo Park,
California
|
–
|
-$309K
|
-12,064
|
Closed
|
|
|
406
|
Eagle Wealth Strategies
West Deptford,
New Jersey
|
–
|
-$307K
|
-11,990
|
Closed
|
|
|
407
|
Oppenheimer & Co
New York
|
–
|
-$262K
|
-10,244
|
Closed
|
|
|
408
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
–
|
-$246K
|
-9,622
|
Closed
|
|
|
409
|
Engineers Gate Manager
New York
|
–
|
-$245K
|
-9,586
|
Closed
|
|
|
410
|
Per Stirling Capital Management
Austin,
Texas
|
–
|
-$242K
|
-9,475
|
Closed
|
|
|
411
|
Black Diamond Financial
Towson,
Maryland
|
–
|
-$238K
|
-9,320
|
Closed
|
|
|
412
|
Citadel Advisors
Miami,
Florida
|
–
|
-$222K
|
-8,637
|
Closed
|
|
|
413
|
Marcum Wealth
Cleveland,
Ohio
|
–
|
-$216K
|
-8,430
|
Closed
|
|
|
414
|
Trademark Financial Management
Bloomington,
Minnesota
|
–
|
-$211K
|
-8,248
|
Closed
|
|
|
415
|
Intrua Financial
Houston,
Texas
|
–
|
-$210K
|
-8,192
|
Closed
|
|
|
416
|
Private Client Services
Louisville,
Kentucky
|
–
|
-$205K
|
-8,024
|
Closed
|
|
|
417
|
TCP Asset Management
Columbus,
Ohio
|
–
|
-$205K
|
-8,016
|
Closed
|
|
|
418
|
Omega Financial Group
Santa Barbara,
California
|
–
|
-$202K
|
-7,912
|
Closed
|
|
|
419
|
Summit Financial
Parsippany,
New Jersey
|
–
|
-$201K
|
-7,869
|
Closed
|
|
|
420
|
Pathway Financial Advisers
Auburn,
Indiana
|
–
|
-$103K
|
-4,026
|
Closed
|
|
|
421
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$103K
|
-4,000
|
Closed
|
|
|
422
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$90.6K
|
-3,542
|
Closed
|
|
|
423
|
Transcendent Capital Group
Edmond,
Oklahoma
|
–
|
-$43.6K
|
-1,705
|
Closed
|
|
|
424
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
–
|
-$22.1K
|
-863
|
Closed
|
|
|
425
|
Central Trust Company
Jefferson City,
Missouri
|
–
|
-$18.9K
|
-738
|
Closed
|
|
