|
301
|
Balance Wealth
Delaware,
Ohio
|
–
|
-$375K
|
-8,921
|
Closed
|
|
|
302
|
Secure Asset Management
Troy,
Michigan
|
–
|
-$362K
|
-8,601
|
Closed
|
|
|
303
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
–
|
-$340K
|
-8,079
|
Closed
|
|
|
304
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$302K
|
-7,189
|
Closed
|
|
|
305
|
Keebeck Wealth Management
Chicago,
Illinois
|
–
|
-$283K
|
-6,715
|
Closed
|
|
|
306
|
Clal Insurance
Tel-Aviv,
Israel
|
–
|
-$273K
|
-6,500
|
Closed
|
|
|
307
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$261K
|
-6,214
|
Closed
|
|
|
308
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
–
|
-$249K
|
-5,930
|
Closed
|
|
|
309
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
–
|
-$243K
|
-5,781
|
Closed
|
|
|
310
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$235K
|
-5,586
|
Closed
|
|
|
311
|
Fort Point Capital Partners
San Francisco,
California
|
–
|
-$235K
|
-5,575
|
Closed
|
|
|
312
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
–
|
-$215K
|
-5,119
|
Closed
|
|
|
313
|
EQ LLC
Bellevue,
Washington
|
–
|
-$214K
|
-5,077
|
Closed
|
|
|
314
|
Bright Financial Advisors
Portage,
Michigan
|
–
|
-$210K
|
-5,000
|
Closed
|
|
|
315
|
DZ Bank
Frankfurt Am Main,
Germany
|
–
|
-$188K
|
-4,462
|
Closed
|
|
|
316
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
–
|
-$156K
|
-3,699
|
Closed
|
|
|
317
|
|
–
|
-$128K
|
-3,049
|
Closed
|
|
|
318
|
Avalon Trust
Santa Fe,
New Mexico
|
–
|
-$108K
|
-2,575
|
Closed
|
|
|
319
|
Midwest Capital Advisors
Grand Rapids,
Michigan
|
–
|
-$77.8K
|
-1,850
|
Closed
|
|
|
320
|
Bristlecone Advisors
Bellevue,
Washington
|
–
|
-$58.9K
|
-1,400
|
Closed
|
|
|
321
|
Synergy Investment Management
Altamonte Springs,
Florida
|
–
|
-$27K
|
-641
|
Closed
|
|
|
322
|
Smartleaf Asset Management
Boston,
Massachusetts
|
–
|
-$22.9K
|
-548
|
Closed
|
|
|
323
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
–
|
-$22.3K
|
-530
|
Closed
|
|
|
324
|
Wayfinding Financial
Lynnwood,
Washington
|
–
|
-$19K
|
-463
|
Closed
|
|
|
325
|
Mattson Financial Services
Kentwood,
Michigan
|
–
|
-$12K
|
-285
|
Closed
|
|
