|
401
|
Concord Wealth Partners
Abingdon,
Virginia
|
$333
|
–
|
–
|
–
|
|
|
402
|
Addison Advisors
Middlebury,
Vermont
|
$260
|
–
|
–
|
–
|
|
|
403
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$130
|
-$7.42K
|
-230
|
-98%
|
|
|
404
|
DB Wealth Management Group
San Diego,
California
|
$130
|
–
|
–
|
–
|
|
|
405
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$5
|
–
|
–
|
–
|
|
|
406
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$29.3M
|
-919,044
|
Closed
|
|
|
407
|
|
–
|
-$19.1M
|
-600,000
|
Closed
|
|
|
408
|
First Trust Bank
Nassau,
Bahamas
|
–
|
-$9.1M
|
-286,000
|
Closed
|
|
|
409
|
RNC Capital Management
Los Angeles,
California
|
–
|
-$7.15M
|
-224,615
|
Closed
|
|
|
410
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
–
|
-$7.05M
|
-221,579
|
Closed
|
|
|
411
|
Wayfinding Financial
Lynnwood,
Washington
|
–
|
-$6.42M
|
-181,202
|
Closed
|
|
|
412
|
LWM Advisory Services
Plantation,
Florida
|
–
|
-$4.76M
|
-149,577
|
Closed
|
|
|
413
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$3.49M
|
-108,129
|
Closed
|
|
|
414
|
Westover Capital Advisors
Wilmington,
Delaware
|
–
|
-$1.34M
|
-42,107
|
Closed
|
|
|
415
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
–
|
-$881K
|
-27,680
|
Closed
|
|
|
416
|
Ford Financial Group
Fresno,
California
|
–
|
-$792K
|
-24,892
|
Closed
|
|
|
417
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$736K
|
-23,131
|
Closed
|
|
|
418
|
Sequoia Financial Advisors
Akron,
Ohio
|
–
|
-$689K
|
-21,659
|
Closed
|
|
|
419
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
–
|
-$702K
|
-21,460
|
Closed
|
|
|
420
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
–
|
-$654K
|
-20,535
|
Closed
|
|
|
421
|
LGT Financial Advisors
Dallas,
Texas
|
–
|
-$643K
|
-20,189
|
Closed
|
|
|
422
|
First County Bank
Stamford,
Connecticut
|
–
|
-$454K
|
-14,273
|
Closed
|
|
|
423
|
Melone Private Wealth
Auburn Hills,
Michigan
|
–
|
-$448K
|
-14,067
|
Closed
|
|
|
424
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$387K
|
-12,144
|
Closed
|
|
|
425
|
SageView Advisory Group
Newport Beach,
California
|
–
|
-$368K
|
-11,568
|
Closed
|
|
