|
501
|
Wealthsimple US
Brooklyn,
New York
|
–
|
-$1.34M
|
-12,047
|
Closed
|
|
|
502
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
–
|
-$1.28M
|
-11,489
|
Closed
|
|
|
503
|
Shone Asset Management
Walnut Creek,
California
|
–
|
-$1.22M
|
-10,973
|
Closed
|
|
|
504
|
First Trust Advisors
Wheaton,
Illinois
|
–
|
-$940K
|
-8,468
|
Closed
|
|
|
505
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
–
|
-$708K
|
-6,379
|
Closed
|
|
|
506
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
–
|
-$608K
|
-5,480
|
Closed
|
|
|
507
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
–
|
-$501K
|
-4,512
|
Closed
|
|
|
508
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$431K
|
-3,888
|
Closed
|
|
|
509
|
Davidson Investment Advisors
Great Falls,
Montana
|
–
|
-$419K
|
-3,771
|
Closed
|
|
|
510
|
Richard Bernstein Advisors
New York
|
–
|
-$396K
|
-3,575
|
Closed
|
|
|
511
|
20/20 Capital Management
Costa Mesa,
California
|
–
|
-$350K
|
-3,158
|
Closed
|
|
|
512
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$272K
|
-2,449
|
Closed
|
|
|
513
|
B. Riley Wealth Management
Memphis,
Tennessee
|
–
|
-$266K
|
-2,394
|
Closed
|
|
|
514
|
Fernwood Investment Management
Quincy,
Massachusetts
|
–
|
-$257K
|
-2,314
|
Closed
|
|
|
515
|
World Investment Advisors
Santa Barbara,
California
|
–
|
-$205K
|
-1,851
|
Closed
|
|
|
516
|
Wealth Quarterback
Toms River,
New Jersey
|
–
|
-$202K
|
-1,823
|
Closed
|
|
|
517
|
Okabena Investment Services
Minneapolis,
Minnesota
|
–
|
-$200K
|
-1,803
|
Closed
|
|
|
518
|
Brand Asset Management Group
Chesterfield,
Missouri
|
–
|
-$200K
|
-1,800
|
Closed
|
|
|
519
|
J. Safra Asset Management
New York
|
–
|
-$155K
|
-1,400
|
Closed
|
|
|
520
|
Simon Quick Advisors
Morristown,
New Jersey
|
–
|
-$138K
|
-1,242
|
Closed
|
|
|
521
|
Grace Capital
Quincy,
Massachusetts
|
–
|
-$113K
|
-1,014
|
Closed
|
|
|
522
|
Lion Street Advisors
Austin,
Texas
|
–
|
-$93K
|
-828
|
Closed
|
|
|
523
|
MCF Advisors
Covington,
Kentucky
|
–
|
-$67K
|
-599
|
Closed
|
|
|
524
|
EPG Wealth Management
Atlanta,
Georgia
|
–
|
-$58K
|
-520
|
Closed
|
|
|
525
|
Evensky & Katz
Coral Gables,
Florida
|
–
|
-$52K
|
-471
|
Closed
|
|
