|
601
|
DDD Partners
Bellevue,
Washington
|
–
|
-$621K
|
-44,211
|
Closed
|
|
|
602
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
–
|
-$544K
|
-38,700
|
Closed
|
|
|
603
|
Boys Arnold & Co
Asheville,
North Carolina
|
–
|
-$500K
|
-35,577
|
Closed
|
|
|
604
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$487K
|
-34,716
|
Closed
|
|
|
605
|
Citadel Advisors
Miami,
Florida
|
–
|
-$445K
|
-31,683
|
Closed
|
|
|
606
|
Insight Wealth Strategies
San Ramon,
California
|
–
|
-$268K
|
-19,089
|
Closed
|
|
|
607
|
Personal Capital Advisors
Redwood City,
California
|
–
|
-$235K
|
-18,567
|
Closed
|
|
|
608
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
–
|
-$258K
|
-18,369
|
Closed
|
|
|
609
|
Renaissance Technologies
New York
|
–
|
-$253K
|
-18,000
|
Closed
|
|
|
610
|
Cresset Asset Management
Chicago,
Illinois
|
–
|
-$232K
|
-16,476
|
Closed
|
|
|
611
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
–
|
-$254K
|
-16,296
|
Closed
|
|
|
612
|
Segment Wealth Management
Houston,
Texas
|
–
|
-$219K
|
-15,600
|
Closed
|
|
|
613
|
Wealthspire Advisors (New York)
New York
|
–
|
-$215K
|
-15,300
|
Closed
|
|
|
614
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
–
|
-$209K
|
-14,898
|
Closed
|
|
|
615
|
Boston Financial Management
Boston,
Massachusetts
|
–
|
-$206K
|
-14,637
|
Closed
|
|
|
616
|
Oppenheimer Asset Management
New York
|
–
|
-$103K
|
-7,326
|
Closed
|
|
|
617
|
Providence Capital Advisors
Charlotte,
North Carolina
|
–
|
-$68K
|
-4,845
|
Closed
|
|
|
618
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$40K
|
-2,838
|
Closed
|
|
|
619
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$38.8K
|
-2,379
|
-100%
|
|
|
620
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
–
|
-$30K
|
-2,100
|
Closed
|
|
|
621
|
Permanens Capital
New York
|
–
|
-$28K
|
-1,989
|
Closed
|
|
|
622
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
–
|
-$23.3K
|
-1,428
|
-99%
|
|
|
623
|
|
–
|
-$17K
|
-1,209
|
Closed
|
|
|
624
|
EPG Wealth Management
Atlanta,
Georgia
|
–
|
-$15K
|
-1,095
|
Closed
|
|
|
625
|
Allworth Financial
Folsom,
California
|
–
|
-$15K
|
-1,068
|
Closed
|
|
