|
301
|
|
–
|
-$374K
|
-10,668
|
Closed
|
|
|
302
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$357K
|
-10,164
|
Closed
|
|
|
303
|
|
–
|
-$270K
|
-7,710
|
Closed
|
|
|
304
|
Alterna Wealth Management
Houston,
Texas
|
–
|
-$264K
|
-7,530
|
Closed
|
|
|
305
|
TCI Wealth Advisors
Tucson,
Arizona
|
–
|
-$253K
|
-7,200
|
Closed
|
|
|
306
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$247K
|
-7,038
|
Closed
|
|
|
307
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$238K
|
-6,774
|
Closed
|
|
|
308
|
Little House Capital
Braintree,
Massachusetts
|
–
|
-$232K
|
-6,630
|
Closed
|
|
|
309
|
Citizens Business Bank
Ontario,
California
|
–
|
-$228K
|
-6,504
|
Closed
|
|
|
310
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
–
|
-$227K
|
-6,462
|
Closed
|
|
|
311
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$222K
|
-6,312
|
Closed
|
|
|
312
|
Avantax Planning Partners
Dubuque,
Iowa
|
–
|
-$220K
|
-6,264
|
Closed
|
|
|
313
|
Oppenheimer & Co
New York
|
–
|
-$216K
|
-6,144
|
Closed
|
|
|
314
|
VERITY Wealth Advisors
Sausalito,
United States
|
–
|
-$215K
|
-6,120
|
Closed
|
|
|
315
|
Keeley-Teton Advisors
Chicago,
Illinois
|
–
|
-$210K
|
-6,000
|
Closed
|
|
|
316
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
–
|
-$208K
|
-5,940
|
Closed
|
|
|
317
|
Trivium Point Advisory
Westport,
Connecticut
|
–
|
-$202K
|
-5,748
|
Closed
|
|
|
318
|
Brown Brothers Harriman & Co
New York
|
–
|
-$98K
|
-2,802
|
Closed
|
|
|
319
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
–
|
-$74K
|
-2,100
|
Closed
|
|
|
320
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
–
|
-$42K
|
-1,200
|
Closed
|
|
|
321
|
Howard Wealth Management
Madison,
Connecticut
|
–
|
-$38K
|
-1,098
|
Closed
|
|
|
322
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$38K
|
-1,086
|
Closed
|
|
|
323
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$27K
|
-780
|
Closed
|
|
|
324
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
–
|
-$24K
|
-678
|
Closed
|
|
|
325
|
Global Financial Private Client
Sarasota,
Florida
|
–
|
-$18.3K
|
-522
|
Closed
|
|
