|
101
|
PSI Advisors
Tampa,
Florida
|
$23.3K
|
–
|
–
|
–
|
|
|
102
|
Private Trust Company
Cleveland,
Ohio
|
$18.7K
|
–
|
–
|
–
|
|
|
103
|
Creative Financial Designs
Kokomo,
Indiana
|
$18.1K
|
+$232
|
+10
|
+1%
|
|
|
104
|
Coppell Advisory Solutions
Coppell,
Texas
|
$13.2K
|
–
|
–
|
–
|
|
|
105
|
Fortitude Family Office
Scottsdale,
Arizona
|
$6.03K
|
+$6.01K
|
+259
|
New
|
|
|
106
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$4.66K
|
–
|
–
|
–
|
|
|
107
|
Fidelity Investments
Boston,
Massachusetts
|
$1.14K
|
-$48K
|
-2,071
|
-98%
|
|
|
108
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
–
|
-$15.4M
|
-663,728
|
Closed
|
|
|
109
|
Ocean Park Asset Management
Santa Monica,
California
|
–
|
-$3.95M
|
-169,900
|
Closed
|
|
|
110
|
GAMMA Investing
Foster City,
California
|
–
|
-$1.11M
|
-47,592
|
Closed
|
|
|
111
|
Citadel Advisors
Miami,
Florida
|
–
|
-$922K
|
-39,677
|
Closed
|
|
|
112
|
Ironwood Financial
Tucson,
Arizona
|
–
|
-$838K
|
-36,058
|
Closed
|
|
|
113
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
–
|
-$489K
|
-21,050
|
Closed
|
|
|
114
|
IRON Financial
Northbrook,
Illinois
|
–
|
-$439K
|
-18,880
|
Closed
|
|
|
115
|
Western Wealth Management
Golden,
Colorado
|
–
|
-$408K
|
-17,547
|
Closed
|
|
|
116
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$339K
|
-14,585
|
Closed
|
|
|
117
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$324K
|
-13,937
|
Closed
|
|
|
118
|
Sightline Wealth Advisors
Groton,
Connecticut
|
–
|
-$323K
|
-13,897
|
Closed
|
|
|
119
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$255K
|
-10,952
|
Closed
|
|
|
120
|
Summit Wealth Partners
Orlando,
Florida
|
–
|
-$244K
|
-10,509
|
Closed
|
|
|
121
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$236K
|
-10,136
|
Closed
|
|
|
122
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
–
|
-$206K
|
-8,874
|
Closed
|
|
|
123
|
Forthright Family Wealth Advisory
Houston,
Texas
|
–
|
-$201K
|
-8,640
|
Closed
|
|
|
124
|
BSW Wealth Partners
Boulder,
Colorado
|
–
|
-$200K
|
-8,621
|
Closed
|
|
|
125
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$101K
|
-4,350
|
Closed
|
|
