|
401
|
PlanVest Financial
Gaithersburg,
Maryland
|
$15
|
+$25
|
+1
|
New
|
|
|
402
|
Ocean Park Asset Management
Santa Monica,
California
|
–
|
-$16.4M
|
-654,600
|
Closed
|
|
|
403
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
–
|
-$8.79M
|
-352,024
|
Closed
|
|
|
404
|
Blue Capital Inc
Omaha,
Nebraska
|
–
|
-$6.93M
|
-277,606
|
Closed
|
|
|
405
|
Franklin Resources
San Mateo,
California
|
–
|
-$4.81M
|
-192,650
|
Closed
|
|
|
406
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.74M
|
-109,588
|
Closed
|
|
|
407
|
Cabot Wealth Management
Salem,
Massachusetts
|
–
|
-$1.94M
|
-77,545
|
Closed
|
|
|
408
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
–
|
-$1.55M
|
-61,908
|
Closed
|
|
|
409
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$1.19M
|
-47,536
|
Closed
|
|
|
410
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$1.08M
|
-43,273
|
Closed
|
|
|
411
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$779K
|
-31,173
|
Closed
|
|
|
412
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
–
|
-$779K
|
-31,173
|
Closed
|
|
|
413
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
–
|
-$416K
|
-16,644
|
Closed
|
|
|
414
|
Stephens Inc
Little Rock,
Arkansas
|
–
|
-$385K
|
-15,398
|
Closed
|
|
|
415
|
Baird Financial Group
Milwaukee,
Wisconsin
|
–
|
-$241K
|
-9,660
|
Closed
|
|
|
416
|
EJMK Ventures
Itasca,
Illinois
|
–
|
-$223K
|
-8,925
|
Closed
|
|
|
417
|
Crumly & Associates
Springfield,
Illinois
|
–
|
-$213K
|
-8,539
|
Closed
|
|
|
418
|
WBI Investments
Red Bank,
New Jersey
|
–
|
-$200K
|
-8,018
|
Closed
|
|
|
419
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
–
|
-$112K
|
-4,500
|
Closed
|
|
|
420
|
Golden State Equity Partners
South Coast Metro,
California
|
–
|
-$55K
|
-2,203
|
Closed
|
|
|
421
|
CX Institutional
Auburn,
Indiana
|
–
|
-$32K
|
-1,273
|
Closed
|
|
|
422
|
Root Financial Partners
Encinitas,
California
|
–
|
-$27.6K
|
-1,104
|
Closed
|
|
|
423
|
BlueCrest Capital Management
St Helier,
Jersey
|
–
|
-$20.2K
|
-807
|
Closed
|
|
|
424
|
|
–
|
-$11.9K
|
-477
|
Closed
|
|
|
425
|
High Note Wealth
Deephaven,
Minnesota
|
–
|
-$9.12K
|
-365
|
Closed
|
|
