|
301
|
Parallel Advisors
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
|
302
|
F3Logic
Burnsville,
Minnesota
|
$226
|
+$5.88K
|
+190
|
+3%
|
|
|
303
|
Citadel Advisors
Miami,
Florida
|
–
|
-$37.1M
|
-1,202,682
|
Closed
|
|
|
304
|
Clear Creek Financial Management
Silverdale,
Washington
|
–
|
-$23.1M
|
-748,372
|
Closed
|
|
|
305
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
–
|
-$17.4M
|
-560,649
|
Closed
|
|
|
306
|
First Trust Advisors
Wheaton,
Illinois
|
–
|
-$4.5M
|
-145,836
|
Closed
|
|
|
307
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$3.03M
|
-98,193
|
Closed
|
|
|
308
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
–
|
-$2.59M
|
-83,840
|
Closed
|
|
|
309
|
Executive Wealth Management
Brighton,
Michigan
|
–
|
-$2.12M
|
-68,683
|
Closed
|
|
|
310
|
Sand Hill Global Advisors
Palo Alto,
California
|
–
|
-$1.96M
|
-63,461
|
Closed
|
|
|
311
|
Advisor OS
Chicago,
Illinois
|
–
|
-$1.74M
|
-56,399
|
Closed
|
|
|
312
|
First Ascent Asset Management
Denver,
Colorado
|
–
|
-$857K
|
-27,767
|
Closed
|
|
|
313
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
–
|
-$792K
|
-25,662
|
Closed
|
|
|
314
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$626K
|
-20,291
|
Closed
|
|
|
315
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$388K
|
-12,587
|
Closed
|
|
|
316
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$373K
|
-12,077
|
Closed
|
|
|
317
|
Baird Financial Group
Milwaukee,
Wisconsin
|
–
|
-$369K
|
-11,945
|
Closed
|
|
|
318
|
Squar Milner Financial Services
Irvine,
California
|
–
|
-$327K
|
-10,581
|
Closed
|
|
|
319
|
Two Sigma Securities
New York
|
–
|
-$229K
|
-7,426
|
Closed
|
|
|
320
|
Global Financial Private Client
Sarasota,
Florida
|
–
|
-$215K
|
-6,990
|
Closed
|
|
|
321
|
Cascadia Advisory Services
Portland,
Oregon
|
–
|
-$209K
|
-6,781
|
Closed
|
|
|
322
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
–
|
-$188K
|
-6,075
|
Closed
|
|
|
323
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$106K
|
-3,436
|
Closed
|
|
|
324
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$89K
|
-2,880
|
Closed
|
|
|
325
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$82K
|
-2,654
|
Closed
|
|
