|
1076
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$2.2M
|
-8,521
|
Closed
|
|
|
1077
|
Moulton Wealth Management
Spokane,
Washington
|
–
|
-$1.93M
|
-7,636
|
Closed
|
|
|
1078
|
Apeiron RIA
Dallas,
Texas
|
–
|
-$1.92M
|
-7,413
|
Closed
|
|
|
1079
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$1.84M
|
-7,340
|
Closed
|
|
|
1080
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
–
|
-$1.79M
|
-7,149
|
Closed
|
|
|
1081
|
NWF Advisory Services
Los Angeles,
California
|
–
|
-$1.36M
|
-5,427
|
Closed
|
|
|
1082
|
Hilltop Holdings
Dallas,
Texas
|
–
|
-$1.21M
|
-4,832
|
Closed
|
|
|
1083
|
Simplex Trading
Chicago,
Illinois
|
–
|
-$869K
|
-3,472
|
Closed
|
|
|
1084
|
|
–
|
-$768K
|
-3,030
|
Closed
|
|
|
1085
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
–
|
-$676K
|
-2,701
|
Closed
|
|
|
1086
|
Empire Life Investments
Toronto,
Ontario, Canada
|
–
|
-$601K
|
-2,400
|
Closed
|
|
|
1087
|
Estate Counselors
Thiensville,
Wisconsin
|
–
|
-$601K
|
-2,400
|
Closed
|
|
|
1088
|
Edgestream Partners
Princeton,
New Jersey
|
–
|
-$485K
|
-1,936
|
Closed
|
|
|
1089
|
Seros Financial
Tempe,
Arizona
|
–
|
-$421K
|
-1,683
|
Closed
|
|
|
1090
|
|
–
|
-$401K
|
-1,599
|
Closed
|
|
|
1091
|
Capital Planning Advisors
Roseville,
California
|
–
|
-$368K
|
-1,472
|
Closed
|
|
|
1092
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
–
|
-$349K
|
-1,394
|
Closed
|
|
|
1093
|
J. Safra Asset Management
New York
|
–
|
-$325K
|
-1,300
|
Closed
|
|
|
1094
|
Global Financial Private Client
Sarasota,
Florida
|
–
|
-$280K
|
-1,118
|
Closed
|
|
|
1095
|
Collaborative Wealth Management
Lake Mary,
Florida
|
–
|
-$273K
|
-1,091
|
Closed
|
|
|
1096
|
Canandaigua National Trust of Florida
Canandaigua,
New York
|
–
|
-$265K
|
-1,059
|
Closed
|
|
|
1097
|
|
–
|
-$262K
|
-1,045
|
Closed
|
|
|
1098
|
Meridian Investment Counsel
Lafayette,
California
|
–
|
-$261K
|
-1,041
|
Closed
|
|
|
1099
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
–
|
-$260K
|
-1,039
|
Closed
|
|
|
1100
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$258K
|
-1,032
|
Closed
|
|
