|
1001
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
–
|
-$261K
|
-4,776
|
Closed
|
|
|
1002
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
–
|
-$243K
|
-4,443
|
Closed
|
|
|
1003
|
MONECO Advisors
Fairfield,
Connecticut
|
–
|
-$236K
|
-4,317
|
Closed
|
|
|
1004
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$229K
|
-4,195
|
Closed
|
|
|
1005
|
Ferguson Shapiro
Decatur,
Georgia
|
–
|
-$214K
|
-3,911
|
Closed
|
|
|
1006
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
–
|
-$213K
|
-3,901
|
Closed
|
|
|
1007
|
Beese Fulmer Investment Management
Canton,
Ohio
|
–
|
-$200K
|
-3,664
|
Closed
|
|
|
1008
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
–
|
-$138K
|
-2,523
|
Closed
|
|
|
1009
|
AlphaCentric Advisors
San Juan,
Puerto Rico
|
–
|
-$99K
|
-1,818
|
Closed
|
|
|
1010
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$90K
|
-1,639
|
Closed
|
|
|
1011
|
Biltmore Family Office
Charlotte,
North Carolina
|
–
|
-$59K
|
-1,076
|
Closed
|
|
|
1012
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$49K
|
-905
|
Closed
|
|
|
1013
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$25K
|
-460
|
Closed
|
|
|
1014
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$25K
|
-458
|
Closed
|
|
|
1015
|
Barclays
London,
United Kingdom
|
–
|
-$17K
|
-309
|
Closed
|
|
|
1016
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
–
|
-$17K
|
-308
|
Closed
|
|
|
1017
|
Firestone Capital Management
Coral Gables,
Florida
|
–
|
-$16K
|
-296
|
Closed
|
|
|
1018
|
AlphaCore Capital
La Jolla,
California
|
–
|
-$15K
|
-272
|
Closed
|
|
|
1019
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
–
|
-$10K
|
-188
|
Closed
|
|
|
1020
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$5K
|
-96
|
Closed
|
|
|
1021
|
Cahill Financial Advisors
Edina,
Minnesota
|
–
|
-$3K
|
-50
|
Closed
|
|
|
1022
|
Washington Trust
Westerly,
Rhode Island
|
–
|
-$1K
|
-22
|
Closed
|
|
|
1023
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
–
|
-$1K
|
-1
|
Closed
|
|
|
1024
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
+$108
|
+2
|
New
|
|
|
1025
|
Ogorek Anthony Joseph
Williamsville,
New York
|
–
|
+$325
|
+6
|
New
|
|
