|
601
|
Tompkins Financial
Ithaca,
New York
|
$1K
|
–
|
–
|
–
|
|
|
602
|
Castle Wealth Management
West Palm Beach,
Florida
|
$1K
|
+$1.5K
|
+38
|
New
|
|
|
603
|
Castleview Partners
Dallas,
Texas
|
$760
|
-$686K
|
-17,312
|
-100%
|
|
|
604
|
Westside Investment Management
Santa Monica,
California
|
$69
|
–
|
–
|
–
|
|
|
605
|
Empowered Funds
Havertown,
Pennsylvania
|
–
|
-$38.8M
|
-929,146
|
Closed
|
|
|
606
|
Choice Wealth Advisors
Waterville,
Maine
|
–
|
-$25.7M
|
-617,740
|
Closed
|
|
|
607
|
Personal Wealth Partners
Bloomington,
Minnesota
|
–
|
-$16.7M
|
-398,931
|
Closed
|
|
|
608
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
–
|
-$10.3M
|
-246,300
|
Closed
|
|
|
609
|
Verdad Advisers
Boston,
Massachusetts
|
–
|
-$5.64M
|
-135,000
|
Closed
|
|
|
610
|
Signify Wealth
Saint Louis,
Missouri
|
–
|
-$5.34M
|
-128,035
|
Closed
|
|
|
611
|
Aprio Wealth Management
Atlanta,
Georgia
|
–
|
-$2.59M
|
-61,964
|
Closed
|
|
|
612
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
–
|
-$1.97M
|
-47,091
|
Closed
|
|
|
613
|
Millennium Management
New York
|
–
|
-$1.94M
|
-46,366
|
Closed
|
|
|
614
|
Hunting Hill Global Capital
New York
|
–
|
-$1.68M
|
-40,228
|
Closed
|
|
|
615
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$1.58M
|
-37,744
|
Closed
|
|
|
616
|
Encompass Wealth Advisors
Portland,
Oregon
|
–
|
-$1.45M
|
-34,825
|
Closed
|
|
|
617
|
Flow Traders U.S.
New York
|
–
|
-$1.44M
|
-34,532
|
Closed
|
|
|
618
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$505K
|
-12,085
|
Closed
|
|
|
619
|
Donaldson Capital Management
Evansville,
Indiana
|
–
|
-$490K
|
-11,727
|
Closed
|
|
|
620
|
Mather Group
Chicago,
Illinois
|
–
|
-$485K
|
-11,619
|
Closed
|
|
|
621
|
Phillips Financial Management
Fort Wayne,
Indiana
|
–
|
-$387K
|
-9,270
|
Closed
|
|
|
622
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
–
|
-$381K
|
-9,115
|
Closed
|
|
|
623
|
WorthPointe
La Jolla,
California
|
–
|
-$333K
|
-7,973
|
Closed
|
|
|
624
|
CWA Asset Management Group
Naples,
Florida
|
–
|
-$328K
|
-7,864
|
Closed
|
|
|
625
|
Apeiron RIA
Dallas,
Texas
|
–
|
-$287K
|
-6,851
|
Closed
|
|
