|
1001
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
–
|
-$213K
|
-7,504
|
Closed
|
|
|
1002
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
–
|
-$213K
|
-7,501
|
Closed
|
|
|
1003
|
1ST Source Bank
South Bend,
Indiana
|
–
|
-$213K
|
-7,500
|
Closed
|
|
|
1004
|
Ardent Capital Management
Cincinnati,
Ohio
|
–
|
-$213K
|
-7,500
|
Closed
|
|
|
1005
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
–
|
-$212K
|
-7,475
|
Closed
|
|
|
1006
|
Lee Financial
Dallas,
Texas
|
–
|
-$211K
|
-7,440
|
Closed
|
|
|
1007
|
Legacy Financial Advisors
Covington,
Kentucky
|
–
|
-$211K
|
-7,413
|
Closed
|
|
|
1008
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$210K
|
-7,409
|
Closed
|
|
|
1009
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
–
|
-$210K
|
-7,392
|
Closed
|
|
|
1010
|
WNY Asset Management
Williamsville,
New York
|
–
|
-$209K
|
-7,374
|
Closed
|
|
|
1011
|
Jessup Wealth Management
Dayton,
Ohio
|
–
|
-$208K
|
-7,323
|
Closed
|
|
|
1012
|
Jefferies Financial Group
New York
|
–
|
-$208K
|
-7,318
|
Closed
|
|
|
1013
|
SteelPeak Wealth
Woodland Hills,
California
|
–
|
-$208K
|
-7,318
|
Closed
|
|
|
1014
|
Lakeridge Wealth Management
Mentor,
Ohio
|
–
|
-$206K
|
-7,254
|
Closed
|
|
|
1015
|
Global Assets Advisory
Orlando,
Florida
|
–
|
-$207K
|
-7,250
|
Closed
|
|
|
1016
|
Formidable Asset Management
Cincinnati,
Ohio
|
–
|
-$204K
|
-7,185
|
Closed
|
|
|
1017
|
Intrua Financial
Houston,
Texas
|
–
|
-$204K
|
-7,176
|
Closed
|
|
|
1018
|
|
–
|
-$202K
|
-7,125
|
Closed
|
|
|
1019
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$201K
|
-7,079
|
Closed
|
|
|
1020
|
MTM Investment Management
Spartanburg,
South Carolina
|
–
|
-$206K
|
-7,000
|
Closed
|
|
|
1021
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
–
|
-$234K
|
-6,961
|
Closed
|
|
|
1022
|
Cullen/Frost Bankers
San Antonio,
Texas
|
–
|
-$197K
|
-6,935
|
Closed
|
|
|
1023
|
Arrow Financial
Glens Falls,
New York
|
–
|
-$125K
|
-4,390
|
Closed
|
|
|
1024
|
Vestor Capital
Chicago,
Illinois
|
–
|
-$110K
|
-3,887
|
Closed
|
|
|
1025
|
Hobbs Group Advisors
Columbia,
South Carolina
|
–
|
-$72K
|
-2,536
|
Closed
|
|
