|
101
|
Wilshire Advisors
Santa Monica,
California
|
–
|
-$5.09M
|
-101,244
|
Closed
|
|
|
102
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$3.01M
|
-59,794
|
Closed
|
|
|
103
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$2.55M
|
-50,700
|
Closed
|
|
|
104
|
Beacon Pointe Advisors
Newport Beach,
California
|
–
|
-$805K
|
-16,014
|
Closed
|
|
|
105
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$606K
|
-11,609
|
Closed
|
|
|
106
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
–
|
-$268K
|
-5,323
|
Closed
|
|
|
107
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
–
|
-$262K
|
-5,209
|
Closed
|
|
|
108
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$250K
|
-4,970
|
Closed
|
|
|
109
|
Wealthspire Advisors (New York)
New York
|
–
|
-$240K
|
-4,777
|
Closed
|
|
|
110
|
Partners in Financial Planning
Salem,
Virginia
|
–
|
-$212K
|
-4,367
|
Closed
|
|
|
111
|
Upper Left Wealth Management
Tampa,
Florida
|
–
|
-$213K
|
-4,229
|
Closed
|
|
|
112
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$208K
|
-4,135
|
Closed
|
|
|
113
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$136K
|
-2,698
|
Closed
|
|
|
114
|
TD Private Client Wealth
New York
|
–
|
-$42.1K
|
-838
|
Closed
|
|
|
115
|
Meeder Asset Management
Dublin,
Ohio
|
–
|
-$13K
|
-260
|
Closed
|
|
|
116
|
Trust Company of Vermont
Brattleboro,
Vermont
|
–
|
-$9K
|
-180
|
Closed
|
|
|
117
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$1K
|
-18
|
Closed
|
|
|
118
|
Disciplined Investments
Tulsa,
Oklahoma
|
–
|
-$580
|
-12
|
-92%
|
|
|
119
|
SJS Investment Consulting
Sylvania,
Ohio
|
–
|
+$48
|
+1
|
+25%
|
|
|
120
|
Tower Research Capital (TRC)
New York
|
–
|
+$241
|
+5
|
New
|
|
