|
201
|
TD Private Client Wealth
New York
|
–
|
-$1.63M
|
-65,242
|
Closed
|
|
|
202
|
Newport Capital Group
Red Bank,
New Jersey
|
–
|
-$840K
|
-33,714
|
Closed
|
|
|
203
|
Procyon Advisors
Shelton,
Connecticut
|
–
|
-$722K
|
-28,980
|
Closed
|
|
|
204
|
Keebeck Wealth Management
Chicago,
Illinois
|
–
|
-$630K
|
-25,260
|
Closed
|
|
|
205
|
Vanguard Personalized Indexing Management
Oakland,
California
|
–
|
-$579K
|
-23,233
|
Closed
|
|
|
206
|
Simplicity Wealth
Summit,
New Jersey
|
–
|
-$576K
|
-23,109
|
Closed
|
|
|
207
|
Bank of New York Mellon
New York
|
–
|
-$553K
|
-22,201
|
Closed
|
|
|
208
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
–
|
-$552K
|
-22,129
|
Closed
|
|
|
209
|
ASB Consultores
Aventura,
Florida
|
–
|
-$481K
|
-19,291
|
Closed
|
|
|
210
|
Tru Independence Asset Management 2
Portland,
Oregon
|
–
|
-$430K
|
-17,250
|
Closed
|
|
|
211
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$419K
|
-16,825
|
Closed
|
|
|
212
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$403K
|
-16,160
|
Closed
|
|
|
213
|
Bienville Capital Management
New York
|
–
|
-$294K
|
-11,802
|
Closed
|
|
|
214
|
Oppenheimer & Co
New York
|
–
|
-$261K
|
-10,450
|
Closed
|
|
|
215
|
Moseley Investment Management
Bradenton,
Florida
|
–
|
-$204K
|
-8,169
|
Closed
|
|
|
216
|
American National Bank & Trust
Wichita Falls,
Texas
|
–
|
-$162K
|
-6,487
|
Closed
|
|
|
217
|
|
–
|
-$157K
|
-6,311
|
Closed
|
|
|
218
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$138K
|
-5,515
|
Closed
|
|
|
219
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
–
|
-$90K
|
-3,629
|
Closed
|
|
|
220
|
Laurel Wealth Planning
Edina,
Minnesota
|
–
|
-$55K
|
-2,200
|
Closed
|
|
|
221
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
–
|
-$53K
|
-2,142
|
Closed
|
|
|
222
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$28.7K
|
-1,151
|
Closed
|
|
|
223
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
–
|
-$27K
|
-1,077
|
Closed
|
|
|
224
|
Vigilant Capital Management
Portland,
Maine
|
–
|
-$25K
|
-1,006
|
Closed
|
|
|
225
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$25K
|
-1,002
|
Closed
|
|
