|
1001
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$435
|
+$446
|
+9
|
New
|
|
|
1002
|
Spirit of America Management Corp
Syosset,
New York
|
$218
|
–
|
–
|
–
|
|
|
1003
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$194
|
+$198
|
+4
|
New
|
|
|
1004
|
MASECO Private Wealth
London,
|
$48
|
–
|
–
|
–
|
|
|
1005
|
SOA Wealth Advisors
New York
|
$48
|
–
|
–
|
–
|
|
|
1006
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$1
|
–
|
–
|
–
|
|
|
1007
|
BNP Paribas Financial Markets
Paris,
France
|
–
|
-$18.8M
|
-401,200
|
Closed
|
|
|
1008
|
Strategic Financial Planning
Plano,
Texas
|
–
|
-$8.36M
|
-178,434
|
Closed
|
|
|
1009
|
Tidal Investments
Milwaukee,
Wisconsin
|
–
|
-$4.8M
|
-102,373
|
Closed
|
|
|
1010
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$4.9M
|
-97,709
|
Closed
|
|
|
1011
|
TrueWealth Financial Partners
Bellevue,
Washington
|
–
|
-$2.12M
|
-45,276
|
Closed
|
|
|
1012
|
Markin Asset Management
Rye,
New York
|
–
|
-$1.51M
|
-32,245
|
Closed
|
|
|
1013
|
FNY Investment Advisers
New York
|
–
|
-$1.41M
|
-30,000
|
Closed
|
|
|
1014
|
SOL Capital Management
Rockville,
Maryland
|
–
|
-$1.3M
|
-27,765
|
Closed
|
|
|
1015
|
Pinnacle Family Advisors
Springfield,
Missouri
|
–
|
-$1.29M
|
-27,550
|
Closed
|
|
|
1016
|
|
–
|
-$1.27M
|
-27,012
|
Closed
|
|
|
1017
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
–
|
-$1.26M
|
-26,864
|
Closed
|
|
|
1018
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$1.16M
|
-24,714
|
Closed
|
|
|
1019
|
McMill Wealth Management
Norfolk,
Nebraska
|
–
|
-$1.14M
|
-24,349
|
Closed
|
|
|
1020
|
Elyxium Wealth
San Mateo,
California
|
–
|
-$920K
|
-19,641
|
Closed
|
|
|
1021
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
–
|
-$809K
|
-17,268
|
Closed
|
|
|
1022
|
Citadel Advisors
Miami,
Florida
|
–
|
-$810K
|
-16,361
|
Closed
|
|
|
1023
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
–
|
-$756K
|
-16,132
|
Closed
|
|
|
1024
|
Spinnaker Investment Group
Newport Beach,
California
|
–
|
-$487K
|
-10,392
|
Closed
|
|
|
1025
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
–
|
-$475K
|
-10,145
|
Closed
|
|
