|
351
|
Lake Point Wealth Management
Rockwall,
Texas
|
$40K
|
–
|
–
|
–
|
|
|
352
|
CX Institutional
Auburn,
Indiana
|
$32K
|
-$7.12M
|
-141,358
|
-100%
|
|
|
353
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
354
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
355
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$16K
|
+$16.4K
|
+325
|
New
|
|
|
356
|
Berman Capital Advisors
Atlanta,
Georgia
|
$13K
|
+$13.7K
|
+272
|
New
|
|
|
357
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
358
|
Sandy Spring Bank
Olney,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
359
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$3K
|
-$27.8K
|
-551
|
-90%
|
|
|
360
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2K
|
-$38.8K
|
-770
|
-96%
|
|
|
361
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$2K
|
+$1.97K
|
+39
|
New
|
|
|
362
|
Weaver Consulting Group
Huntington Beach,
California
|
$1K
|
–
|
–
|
–
|
|
|
363
|
BOK Financial Private Wealth
Denver,
Colorado
|
–
|
-$7.93M
|
-157,581
|
Closed
|
|
|
364
|
S.R. Schill & Associates
Mercer Island,
Washington
|
–
|
-$6.82M
|
-135,580
|
Closed
|
|
|
365
|
FundX Investment Group
San Francisco,
California
|
–
|
-$5.52M
|
-109,679
|
Closed
|
|
|
366
|
Flow Traders U.S.
New York
|
–
|
-$5.09M
|
-101,228
|
Closed
|
|
|
367
|
Accuvest Global Advisors
Provo,
Utah
|
–
|
-$3.99M
|
-79,350
|
Closed
|
|
|
368
|
Frontier Wealth Management
Kansas City,
Missouri
|
–
|
-$1.89M
|
-37,516
|
Closed
|
|
|
369
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
–
|
-$1.19M
|
-23,579
|
Closed
|
|
|
370
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$1.04M
|
-20,751
|
Closed
|
|
|
371
|
361 Capital
Denver,
Colorado
|
–
|
-$736K
|
-14,642
|
Closed
|
|
|
372
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
–
|
-$475K
|
-9,450
|
Closed
|
|
|
373
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
–
|
-$326K
|
-6,490
|
Closed
|
|
|
374
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
–
|
-$326K
|
-6,490
|
Closed
|
|
|
375
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
–
|
-$317K
|
-6,303
|
Closed
|
|
