|
2501
|
Sonoma Allocations
Santa Rosa,
California
|
–
|
-$20.7M
|
-191,740
|
Closed
|
|
|
2502
|
Bank of Jackson Hole Trust
Jackson,
Wyoming
|
–
|
-$12.8M
|
-120,072
|
Closed
|
|
|
2503
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$6.97M
|
-57,792
|
Closed
|
|
|
2504
|
Ashton Thomas Securities
Rochester,
New York
|
–
|
-$6.16M
|
-57,776
|
Closed
|
|
|
2505
|
Evoke Wealth
Los Angeles,
California
|
–
|
-$4.3M
|
-40,364
|
Closed
|
|
|
2506
|
|
–
|
-$3.71M
|
-34,824
|
Closed
|
|
|
2507
|
Suncoast Equity Management
Tampa,
Florida
|
–
|
-$3.28M
|
-30,804
|
Closed
|
|
|
2508
|
Norris Financial Group
Greenville,
South Carolina
|
–
|
-$2.44M
|
-22,904
|
Closed
|
|
|
2509
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
–
|
-$2.18M
|
-20,480
|
Closed
|
|
|
2510
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$2.1M
|
-19,732
|
Closed
|
|
|
2511
|
Westfield Capital Management
Boston,
Massachusetts
|
–
|
-$1.74M
|
-16,340
|
Closed
|
|
|
2512
|
Tradewinds LLC
Raleigh,
North Carolina
|
–
|
-$477K
|
-15,888
|
Closed
|
|
|
2513
|
Calton & Associates
Tampa,
Florida
|
–
|
-$900K
|
-8,444
|
Closed
|
|
|
2514
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$873K
|
-8,184
|
Closed
|
|
|
2515
|
Accel Wealth Management
Waverly,
Iowa
|
–
|
-$870K
|
-8,164
|
Closed
|
|
|
2516
|
Forthright Family Wealth Advisory
Houston,
Texas
|
–
|
-$643K
|
-7,628
|
Closed
|
|
|
2517
|
Capital Wealth Planning
Naples,
Florida
|
–
|
-$731K
|
-6,860
|
Closed
|
|
|
2518
|
Waddell & Associates
Memphis,
Tennessee
|
–
|
-$726K
|
-6,808
|
Closed
|
|
|
2519
|
Foguth Wealth Management
Brighton,
Michigan
|
–
|
-$212K
|
-6,648
|
Closed
|
|
|
2520
|
BKM Wealth Management
Brookfield,
Wisconsin
|
–
|
-$646K
|
-6,064
|
Closed
|
|
|
2521
|
Nomura Asset Management
Tokyo,
Japan
|
–
|
-$641K
|
-5,320
|
Closed
|
|
|
2522
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$484K
|
-4,544
|
Closed
|
|
|
2523
|
Berbice Capital Management
Melville,
New York
|
–
|
-$481K
|
-4,516
|
Closed
|
|
|
2524
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
–
|
-$448K
|
-4,200
|
Closed
|
|
|
2525
|
Peregrine Capital Management
Minneapolis,
Minnesota
|
–
|
-$437K
|
-4,104
|
Closed
|
|
