|
126
|
Global Retirement Partners
San Rafael,
California
|
$4K
|
–
|
–
|
–
|
|
|
127
|
|
$2K
|
–
|
–
|
–
|
|
|
128
|
Spire Wealth Management
Mclean,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
129
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1K
|
+$7
|
+1
|
New
|
|
|
130
|
Sit Investment Associates
Minneapolis,
Minnesota
|
–
|
-$16.1M
|
-2,385,602
|
Closed
|
|
|
131
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$1.59M
|
-234,897
|
Closed
|
|
|
132
|
Cottage Street Advisors
Marion,
Massachusetts
|
–
|
-$143K
|
-21,000
|
Closed
|
|
|
133
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
–
|
-$137K
|
-20,063
|
Closed
|
|
|
134
|
Telemus Capital
Southfield,
Michigan
|
–
|
-$118K
|
-17,440
|
Closed
|
|
|
135
|
Pasadena Private Wealth
Pasadena,
California
|
–
|
-$96K
|
-14,296
|
Closed
|
|
|
136
|
|
–
|
-$96K
|
-14,258
|
Closed
|
|
|
137
|
Northern Trust
Chicago,
Illinois
|
–
|
-$1K
|
-14,023
|
Closed
|
|
|
138
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$80K
|
-11,903
|
Closed
|
|
|
139
|
Citadel Advisors
Miami,
Florida
|
–
|
-$75K
|
-11,065
|
Closed
|
|
|
140
|
WESCAP Management Group
Glendale,
California
|
–
|
-$66K
|
-9,916
|
Closed
|
|
|
141
|
McIlrath & Eck
Arlington,
Washington
|
–
|
-$34K
|
-5,000
|
Closed
|
|
|
142
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$19.6K
|
-3,000
|
-100%
|
|
|
143
|
Center for Financial Planning
Southfied,
Michigan
|
–
|
-$14K
|
-2,000
|
Closed
|
|
|
144
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$9K
|
-1,346
|
Closed
|
|
|
145
|
Panagora Asset Management
Boston,
Massachusetts
|
–
|
-$3K
|
-445
|
Closed
|
|
|
146
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$2K
|
-241
|
Closed
|
|
|
147
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$7
|
+1
|
New
|
|
