|
501
|
Westside Investment Management
Santa Monica,
California
|
$25
|
–
|
–
|
–
|
|
|
502
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12
|
+$12.7K
|
+534
|
New
|
|
|
503
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$24.6M
|
-1,026,588
|
Closed
|
|
|
504
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
–
|
-$12.4M
|
-518,394
|
Closed
|
|
|
505
|
Procyon Advisors
Shelton,
Connecticut
|
–
|
-$8.88M
|
-371,016
|
Closed
|
|
|
506
|
SNS Financial Group
Minneapolis,
Minnesota
|
–
|
-$4.56M
|
-190,654
|
Closed
|
|
|
507
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
–
|
-$3.52M
|
-147,088
|
Closed
|
|
|
508
|
Oak Asset Management
Westlake Village,
California
|
–
|
-$3.06M
|
-127,866
|
Closed
|
|
|
509
|
Renaissance Technologies
New York
|
–
|
-$2.54M
|
-106,200
|
Closed
|
|
|
510
|
Sage Financial Management Group
Mclean,
Virginia
|
–
|
-$1.93M
|
-80,592
|
Closed
|
|
|
511
|
KCS Wealth Advisory
Los Angeles,
California
|
–
|
-$1.22M
|
-51,002
|
Closed
|
|
|
512
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$1.1M
|
-45,932
|
Closed
|
|
|
513
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$1.07M
|
-44,882
|
Closed
|
|
|
514
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$912K
|
-38,108
|
Closed
|
|
|
515
|
Foster Group
West Des Moines,
Iowa
|
–
|
-$683K
|
-28,516
|
Closed
|
|
|
516
|
AMI Investment Management
Kendallville,
Indiana
|
–
|
-$627K
|
-26,208
|
Closed
|
|
|
517
|
Sterling Investment Management
Tucson,
Arizona
|
–
|
-$608K
|
-25,416
|
Closed
|
|
|
518
|
Crabel Capital Management
Los Angeles,
California
|
–
|
-$577K
|
-24,090
|
Closed
|
|
|
519
|
J2 Capital Management
Troy,
Michigan
|
–
|
-$576K
|
-24,046
|
Closed
|
|
|
520
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
–
|
-$484K
|
-20,228
|
Closed
|
|
|
521
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$289K
|
-18,616
|
Closed
|
|
|
522
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
–
|
-$406K
|
-16,964
|
Closed
|
|
|
523
|
Advisors Capital Management
Ridgewood,
New Jersey
|
–
|
-$403K
|
-16,826
|
Closed
|
|
|
524
|
Lutz Financial Services
Omaha,
Nebraska
|
–
|
-$392K
|
-16,362
|
Closed
|
|
|
525
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
–
|
-$378K
|
-15,820
|
Closed
|
|
