|
601
|
Baker Avenue Asset Management
San Francisco,
California
|
–
|
-$4.15M
|
-151,500
|
Closed
|
|
|
602
|
Segment Wealth Management
Houston,
Texas
|
–
|
-$3.84M
|
-140,339
|
Closed
|
|
|
603
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
–
|
-$3.23M
|
-117,999
|
Closed
|
|
|
604
|
tru Independence
Portland,
Oregon
|
–
|
-$2.43M
|
-117,237
|
Closed
|
|
|
605
|
Game Plan Financial Advisors
Westlake,
Ohio
|
–
|
-$2.89M
|
-105,704
|
Closed
|
|
|
606
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
–
|
-$2.67M
|
-97,367
|
Closed
|
|
|
607
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.95M
|
-77,978
|
Closed
|
|
|
608
|
Sather Financial Group
Victoria,
Texas
|
–
|
-$2.12M
|
-77,529
|
Closed
|
|
|
609
|
Summit Place Financial Advisors
Summit,
New Jersey
|
–
|
-$1.6M
|
-58,601
|
Closed
|
|
|
610
|
Caprock Group
Boise,
Idaho
|
–
|
-$1.34M
|
-48,899
|
Closed
|
|
|
611
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
–
|
-$1.17M
|
-46,817
|
-100%
|
|
|
612
|
Level Four Advisory Services
Dallas,
Texas
|
–
|
-$1.14M
|
-41,700
|
Closed
|
|
|
613
|
CCG Wealth Management
San Diego,
California
|
–
|
-$1.08M
|
-39,459
|
Closed
|
|
|
614
|
Strategic Financial Services
Utica,
New York
|
–
|
-$1.04M
|
-37,969
|
Closed
|
|
|
615
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$899K
|
-32,862
|
Closed
|
|
|
616
|
Wedbush Securities
Los Angeles,
California
|
–
|
-$831K
|
-30,348
|
Closed
|
|
|
617
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
–
|
-$759K
|
-27,735
|
Closed
|
|
|
618
|
Nomura Asset Management
Tokyo,
Japan
|
–
|
-$732K
|
-26,745
|
Closed
|
|
|
619
|
Opus Capital Group
Cincinnati,
Ohio
|
–
|
-$689K
|
-25,183
|
Closed
|
|
|
620
|
SignalPoint Asset Management
Springfield,
Missouri
|
–
|
-$613K
|
-22,408
|
Closed
|
|
|
621
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$574K
|
-20,979
|
Closed
|
|
|
622
|
Aprio Wealth Management
Atlanta,
Georgia
|
–
|
-$498K
|
-18,213
|
Closed
|
|
|
623
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
–
|
-$496K
|
-18,126
|
Closed
|
|
|
624
|
Mirador Capital Partners
Pleasanton,
California
|
–
|
-$479K
|
-17,518
|
Closed
|
|
|
625
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
–
|
-$463K
|
-16,920
|
Closed
|
|
