|
351
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$5.05M
|
-133,712
|
Closed
|
|
|
352
|
LexAurum Advisors
Overland Park,
Kansas
|
–
|
-$4.81M
|
-127,336
|
Closed
|
|
|
353
|
WT Wealth Management
Scottsdale,
Arizona
|
–
|
-$4.16M
|
-109,314
|
Closed
|
|
|
354
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$3.51M
|
-92,902
|
Closed
|
|
|
355
|
Portfolio Strategies
Monsey,
New York
|
–
|
-$2.69M
|
-71,038
|
Closed
|
|
|
356
|
Advisory Research
Chicago,
Illinois
|
–
|
-$2.14M
|
-56,732
|
Closed
|
|
|
357
|
Alpha Cubed Investments
Irvine,
California
|
–
|
-$1.92M
|
-50,826
|
Closed
|
|
|
358
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
–
|
-$1.6M
|
-42,472
|
Closed
|
|
|
359
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$1.56M
|
-41,408
|
Closed
|
|
|
360
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.14M
|
-30,176
|
Closed
|
|
|
361
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$1.1M
|
-29,054
|
Closed
|
|
|
362
|
Allianz Asset Management
Munich,
Germany
|
–
|
-$975K
|
-25,788
|
Closed
|
|
|
363
|
Oakwood Capital Management
Los Angeles,
California
|
–
|
-$558K
|
-14,776
|
Closed
|
|
|
364
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
–
|
-$475K
|
-12,558
|
Closed
|
|
|
365
|
Surevest
Los Angeles,
California
|
–
|
-$460K
|
-12,180
|
Closed
|
|
|
366
|
Concentrum Wealth Management
San Jose,
California
|
–
|
-$361K
|
-9,540
|
Closed
|
|
|
367
|
Corient Capital Partners
Newport Beach,
California
|
–
|
-$348K
|
-9,200
|
Closed
|
|
|
368
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$330K
|
-8,742
|
Closed
|
|
|
369
|
Global Trust Asset Management
West Palm Beach,
Florida
|
–
|
-$317K
|
-8,400
|
Closed
|
|
|
370
|
Clarus Wealth Advisors
Peoria,
Arizona
|
–
|
-$310K
|
-8,232
|
Closed
|
|
|
371
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
–
|
-$306K
|
-8,090
|
Closed
|
|
|
372
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$285K
|
-7,550
|
Closed
|
|
|
373
|
BOK Financial
Tulsa,
Oklahoma
|
–
|
-$267K
|
-7,076
|
Closed
|
|
|
374
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$266K
|
-7,036
|
Closed
|
|
|
375
|
Minot Wealth Management
Westwood,
Massachusetts
|
–
|
-$267K
|
-7,000
|
Closed
|
|
