|
201
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$2K
|
–
|
–
|
–
|
|
|
202
|
Meeder Asset Management
Dublin,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
203
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2K
|
+$157
|
+2
|
New
|
|
|
204
|
AssetMark Inc
Concord,
California
|
$1K
|
–
|
–
|
–
|
|
|
205
|
PFS Investments
Duluth,
Georgia
|
–
|
-$13.3M
|
-168,014
|
Closed
|
|
|
206
|
Sage Advisory Services
Austin,
Texas
|
–
|
-$11.3M
|
-145,650
|
Closed
|
|
|
207
|
IronBridge Private Wealth
Austin,
Texas
|
–
|
-$5.73M
|
-72,893
|
-100%
|
|
|
208
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$4.99M
|
-64,246
|
Closed
|
|
|
209
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$969K
|
-12,490
|
Closed
|
|
|
210
|
Voya Financial Advisors
Windsor,
Connecticut
|
–
|
-$567K
|
-7,339
|
Closed
|
|
|
211
|
Marshall Wace
London,
United Kingdom
|
–
|
-$552K
|
-7,112
|
Closed
|
|
|
212
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$426K
|
-5,491
|
Closed
|
|
|
213
|
Two Sigma Securities
New York
|
–
|
-$375K
|
-4,833
|
Closed
|
|
|
214
|
Wealthstar Advisors
Plano,
Texas
|
–
|
-$324K
|
-4,180
|
Closed
|
|
|
215
|
Oppenheimer Asset Management
New York
|
–
|
-$263K
|
-3,386
|
Closed
|
|
|
216
|
Winfield Associates
Cleveland,
Ohio
|
–
|
-$246K
|
-3,167
|
Closed
|
|
|
217
|
Park National Corp
Newark,
Ohio
|
–
|
-$217K
|
-2,800
|
Closed
|
|
|
218
|
Personal Wealth Partners
Bloomington,
Minnesota
|
–
|
-$101K
|
-1,297
|
Closed
|
|
|
219
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$33K
|
-427
|
Closed
|
|
|
220
|
Flagship Private Wealth
Woburn,
Massachusetts
|
–
|
-$33K
|
-421
|
Closed
|
|
|
221
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$26K
|
-337
|
Closed
|
|
|
222
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$8K
|
-104
|
Closed
|
|
|
223
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$7K
|
-99
|
Closed
|
|
|
224
|
Princeton Global Asset Management
Princeton,
New Jersey
|
–
|
-$2K
|
-25
|
Closed
|
|
