|
401
|
TD Private Client Wealth
New York
|
$36
|
+$56
|
+1
|
New
|
|
|
402
|
Income Research & Management
Boston,
Massachusetts
|
–
|
-$39.6M
|
-705,962
|
Closed
|
|
|
403
|
One Plus One Wealth Management
Jupiter,
Florida
|
–
|
-$13.8M
|
-245,276
|
Closed
|
|
|
404
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
–
|
-$8.02M
|
-142,837
|
Closed
|
|
|
405
|
Power Wealth Management
Alpharetta,
Georgia
|
–
|
-$6.76M
|
-120,515
|
Closed
|
|
|
406
|
Nekton Capital
London,
United Kingdom
|
–
|
-$3.27M
|
-58,260
|
Closed
|
|
|
407
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.91M
|
-34,220
|
Closed
|
|
|
408
|
Beta Wealth Group
San Diego,
California
|
–
|
-$1.82M
|
-32,494
|
Closed
|
|
|
409
|
Retireful LLC
Haslett,
Michigan
|
–
|
-$1.15M
|
-20,566
|
Closed
|
|
|
410
|
Pathstone Holdings
Englewood,
New Jersey
|
–
|
-$1.03M
|
-18,337
|
Closed
|
|
|
411
|
Calamos Advisors
Naperville,
Illinois
|
–
|
-$987K
|
-17,596
|
Closed
|
|
|
412
|
Centurion Wealth Management
Mclean,
Virginia
|
–
|
-$948K
|
-16,885
|
Closed
|
|
|
413
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$449K
|
-8,000
|
Closed
|
|
|
414
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$421K
|
-7,501
|
Closed
|
|
|
415
|
Northern Trust
Chicago,
Illinois
|
–
|
-$410K
|
-7,299
|
Closed
|
|
|
416
|
RHS Financial
San Francisco,
California
|
–
|
-$356K
|
-6,337
|
Closed
|
|
|
417
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$327K
|
-5,823
|
Closed
|
|
|
418
|
GTS Securities
Miami,
Florida
|
–
|
-$325K
|
-5,784
|
Closed
|
|
|
419
|
Truvestments Capital
Sarasota,
Florida
|
–
|
-$301K
|
-5,359
|
Closed
|
|
|
420
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
–
|
-$299K
|
-5,319
|
Closed
|
|
|
421
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$297K
|
-5,296
|
Closed
|
|
|
422
|
|
–
|
-$288K
|
-5,145
|
Closed
|
|
|
423
|
Narwhal Capital Management
Marietta,
Georgia
|
–
|
-$256K
|
-4,560
|
Closed
|
|
|
424
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
–
|
-$243K
|
-4,425
|
Closed
|
|
|
425
|
Fiduciary Trust
Boston,
Massachusetts
|
–
|
-$232K
|
-4,130
|
Closed
|
|
