|
201
|
Worth Asset Management
Dallas,
Texas
|
$833
|
-$765K
|
-12,975
|
-100%
|
|
|
202
|
Clearview Wealth Advisors
Salem,
Oregon
|
$750
|
–
|
–
|
–
|
|
|
203
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$422
|
–
|
–
|
–
|
|
|
204
|
|
$347
|
–
|
–
|
–
|
|
|
205
|
Fidelity Investments
Boston,
Massachusetts
|
$329
|
+$354
|
+6
|
New
|
|
|
206
|
Gradient Investments
Arden Hills,
Minnesota
|
$278
|
+$295
|
+5
|
New
|
|
|
207
|
Colonial Trust
Spartanburg,
South Carolina
|
$69
|
+$59
|
+1
|
New
|
|
|
208
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$56
|
-$277K
|
-4,704
|
-100%
|
|
|
209
|
Huntington National Bank
Columbus,
Ohio
|
$20
|
–
|
–
|
–
|
|
|
210
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$14
|
–
|
–
|
–
|
|
|
211
|
Lattice Capital Management
Kirkland,
Washington
|
–
|
-$8.77M
|
-146,225
|
Closed
|
|
|
212
|
Elite Wealth Management
Kirkland,
Washington
|
–
|
-$8.45M
|
-140,908
|
Closed
|
|
|
213
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$7.6M
|
-126,738
|
Closed
|
|
|
214
|
Beacon Pointe Advisors
Newport Beach,
California
|
–
|
-$6.36M
|
-105,994
|
Closed
|
|
|
215
|
Arete Wealth Advisors
Chicago,
Illinois
|
–
|
-$6.19M
|
-103,241
|
Closed
|
|
|
216
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
–
|
-$5.44M
|
-90,628
|
Closed
|
|
|
217
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
–
|
-$5.23M
|
-87,230
|
Closed
|
|
|
218
|
Cavalier Investments
Alpharetta,
Georgia
|
–
|
-$4.57M
|
-76,184
|
Closed
|
|
|
219
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$4.53M
|
-75,454
|
Closed
|
|
|
220
|
Owen LaRue
Elizabethtown,
Kentucky
|
–
|
-$3.22M
|
-50,477
|
Closed
|
|
|
221
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$2.31M
|
-38,462
|
Closed
|
|
|
222
|
Verity Asset Management
Durham,
North Carolina
|
–
|
-$2.11M
|
-35,210
|
Closed
|
|
|
223
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.67M
|
-28,346
|
Closed
|
|
|
224
|
Financial Sense Advisors
San Diego,
California
|
–
|
-$1.69M
|
-28,090
|
Closed
|
|
|
225
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$1.67M
|
-27,789
|
Closed
|
|
