|
501
|
CGC Financial Services
Lake Oswego,
Oregon
|
$42
|
–
|
–
|
–
|
|
|
502
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$42
|
–
|
–
|
–
|
|
|
503
|
VisionPoint Advisory Group
Dallas,
Texas
|
$28
|
–
|
–
|
–
|
|
|
504
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$14
|
–
|
–
|
–
|
|
|
505
|
Frazier Financial Advisors
Columbus,
Ohio
|
$8
|
–
|
–
|
–
|
|
|
506
|
Morling Financial Advisors
Fremont,
California
|
$3
|
–
|
–
|
–
|
|
|
507
|
Raleigh Capital Management
Cary,
North Carolina
|
$1
|
–
|
–
|
–
|
|
|
508
|
Cinctive Capital Management
New York
|
–
|
-$6.04M
|
-388,198
|
Closed
|
|
|
509
|
Arlington Financial Advisors
Santa Barbara,
California
|
–
|
-$4.32M
|
-277,398
|
Closed
|
|
|
510
|
Element Capital Management
New York
|
–
|
-$3.85M
|
-247,427
|
Closed
|
|
|
511
|
Krilogy Financial
St. Louis,
Missouri
|
–
|
-$2.35M
|
-150,846
|
Closed
|
|
|
512
|
Silvercrest Asset Management
New York
|
–
|
-$2.35M
|
-150,625
|
Closed
|
|
|
513
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$1.46M
|
-105,160
|
Closed
|
|
|
514
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
–
|
-$1.17M
|
-75,033
|
Closed
|
|
|
515
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
–
|
-$1.11M
|
-71,117
|
Closed
|
|
|
516
|
Syon Capital
San Francisco,
California
|
–
|
-$988K
|
-63,479
|
Closed
|
|
|
517
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
–
|
-$933K
|
-59,935
|
Closed
|
|
|
518
|
Invera Wealth Advisors
Bend,
Oregon
|
–
|
-$798K
|
-51,243
|
Closed
|
|
|
519
|
Capasso Planning Partners
Charleston,
South Carolina
|
–
|
-$696K
|
-44,701
|
Closed
|
|
|
520
|
Guardian Capital (Canada)
Toronto,
Ontario, Canada
|
–
|
-$572K
|
-36,711
|
Closed
|
|
|
521
|
Battery Global Advisors
Boston,
Massachusetts
|
–
|
-$555K
|
-34,637
|
Closed
|
|
|
522
|
Jefferies Financial Group
New York
|
–
|
-$389K
|
-25,000
|
Closed
|
|
|
523
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
–
|
-$323K
|
-20,775
|
Closed
|
|
|
524
|
|
–
|
-$306K
|
-19,714
|
Closed
|
|
|
525
|
Purus Wealth Management
Newport Beach,
California
|
–
|
-$267K
|
-17,134
|
Closed
|
|
