|
151
|
Fidelity Investments
Boston,
Massachusetts
|
$588
|
-$2.75K
|
-24
|
-83%
|
|
|
152
|
Wells Fargo
San Francisco,
California
|
$113
|
–
|
–
|
–
|
|
|
153
|
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
–
|
-$78.7M
|
-720,160
|
Closed
|
|
|
154
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
–
|
-$7.53M
|
-68,955
|
Closed
|
|
|
155
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$6.25M
|
-57,183
|
Closed
|
|
|
156
|
Avior Wealth Management
Omaha,
Nebraska
|
–
|
-$3.68M
|
-33,662
|
Closed
|
|
|
157
|
Caxton Associates (New York)
New York
|
–
|
-$2.01M
|
-18,365
|
Closed
|
|
|
158
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$1.59M
|
-14,512
|
Closed
|
|
|
159
|
Renasant Bank
Tupelo,
Mississippi
|
–
|
-$1.41M
|
-12,910
|
Closed
|
|
|
160
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
–
|
-$1.21M
|
-11,051
|
Closed
|
|
|
161
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$1.08M
|
-9,869
|
Closed
|
|
|
162
|
First Pacific Advisors
El Segundo,
California
|
–
|
-$962K
|
-8,806
|
Closed
|
|
|
163
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$778K
|
-7,123
|
Closed
|
|
|
164
|
LVW Advisors
Pittsford,
New York
|
–
|
-$695K
|
-6,365
|
Closed
|
|
|
165
|
Dash Acquisitions
Woodland Hills,
California
|
–
|
-$618K
|
-5,657
|
Closed
|
|
|
166
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$581K
|
-5,314
|
Closed
|
|
|
167
|
Rockefeller Capital Management
New York
|
–
|
-$475K
|
-4,355
|
Closed
|
|
|
168
|
Park Avenue Securities
New York
|
–
|
-$450K
|
-4,119
|
Closed
|
|
|
169
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$448K
|
-4,100
|
Closed
|
|
|
170
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$440K
|
-4,028
|
Closed
|
|
|
171
|
One Wealth Advisors
San Francisco,
California
|
–
|
-$365K
|
-3,344
|
Closed
|
|
|
172
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$312K
|
-2,852
|
Closed
|
|
|
173
|
Comerica Securities
Detroit,
Michigan
|
–
|
-$308K
|
-2,822
|
Closed
|
|
|
174
|
|
–
|
-$305K
|
-2,795
|
Closed
|
|
|
175
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$302K
|
-2,766
|
Closed
|
|
