|
1
|
WealthBridge Capital Management
Westerville,
Ohio
|
$960K
|
–
|
–
|
–
|
|
|
2
|
IFP Advisors
Tampa,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
3
|
Tower Research Capital (TRC)
New York
|
–
|
-$1.87M
|
-48,676
|
Closed
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
–
|
-$1.11M
|
-28,871
|
Closed
|
|
|
5
|
|
–
|
-$1.04M
|
-27,065
|
Closed
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
–
|
-$742K
|
-19,324
|
Closed
|
|
|
7
|
LPL Financial
San Diego,
California
|
–
|
-$261K
|
-6,793
|
Closed
|
|
|
8
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$214K
|
-5,578
|
Closed
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
–
|
-$133K
|
-3,476
|
Closed
|
|
|
10
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
–
|
-$72.6K
|
-1,755
|
Closed
|
|
|
11
|
|
–
|
-$31K
|
-800
|
Closed
|
|
|
12
|
Founders Financial Alliance
Raleigh,
North Carolina
|
–
|
-$25K
|
-642
|
Closed
|
|
|
13
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$20K
|
-520
|
Closed
|
|
|
14
|
HighMark Wealth Management
St. Paul,
Minnesota
|
–
|
-$19K
|
-500
|
Closed
|
|
|
15
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$17K
|
-430
|
Closed
|
|
|
16
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
–
|
-$12K
|
-300
|
Closed
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
–
|
-$9K
|
-232
|
Closed
|
|
|
18
|
Halpern Financial
Ashburn,
Virginia
|
–
|
-$7.72K
|
-201
|
Closed
|
|
|
19
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$4K
|
-100
|
Closed
|
|
|
20
|
Allworth Financial
Folsom,
California
|
–
|
-$3K
|
-90
|
Closed
|
|
|
21
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
–
|
-$17K
|
-65
|
Closed
|
|
|
22
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$2K
|
-51
|
Closed
|
|
