|
401
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$248K
|
-2,800
|
Closed
|
|
|
402
|
|
–
|
-$221K
|
-2,500
|
Closed
|
|
|
403
|
Swiss Life Asset Management
Zurich,
|
–
|
-$218K
|
-2,466
|
Closed
|
|
|
404
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$216K
|
-2,440
|
Closed
|
|
|
405
|
P.A.W. Capital
Greenwich,
Connecticut
|
–
|
-$213K
|
-2,410
|
Closed
|
|
|
406
|
Commerce Bank
Kansas City,
Missouri
|
–
|
-$209K
|
-2,358
|
Closed
|
|
|
407
|
NBC Securities
Birmingham,
Alabama
|
–
|
-$180K
|
-2,034
|
Closed
|
|
|
408
|
|
–
|
-$88.5K
|
-1,000
|
Closed
|
|
|
409
|
Bayforest Capital
London,
United Kingdom
|
–
|
-$56.8K
|
-642
|
Closed
|
|
|
410
|
SRH Advisors
Salina,
Kansas
|
–
|
-$44.2K
|
-500
|
Closed
|
|
|
411
|
MAI Capital Management
Independence,
Ohio
|
–
|
-$28.3K
|
-320
|
Closed
|
|
|
412
|
SouthState Corp
Winter Haven,
Florida
|
–
|
-$16.7K
|
-189
|
Closed
|
|
|
413
|
Root Financial Partners
Encinitas,
California
|
–
|
-$14.1K
|
-159
|
Closed
|
|
|
414
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
–
|
-$12.2K
|
-138
|
Closed
|
|
|
415
|
Highline Wealth Partners
Sherman Oaks,
California
|
–
|
-$11.1K
|
-125
|
Closed
|
|
|
416
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
–
|
-$6.81K
|
-77
|
Closed
|
|
|
417
|
Rachor Investment Advisory Services
Linden,
Michigan
|
–
|
-$4.87K
|
-55
|
Closed
|
|
|
418
|
Wealth Preservation Advisors
Chattanooga,
Tennessee
|
–
|
-$4.07K
|
-46
|
Closed
|
|
|
419
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$3.98K
|
-45
|
Closed
|
|
|
420
|
CVA Family Office
Denver,
Colorado
|
–
|
-$2.83K
|
-32
|
Closed
|
|
|
421
|
High Note Wealth
Deephaven,
Minnesota
|
–
|
-$1.59K
|
-18
|
Closed
|
|
|
422
|
Fortitude Family Office
Scottsdale,
Arizona
|
–
|
-$1.15K
|
-13
|
Closed
|
|
|
423
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$884
|
-10
|
Closed
|
|
|
424
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
–
|
-$708
|
-8
|
Closed
|
|
|
425
|
Ankerstar Wealth
Leander,
Texas
|
–
|
-$619
|
-7
|
Closed
|
|
