|
501
|
Avion Wealth
The Woodlands,
Texas
|
$3K
|
+$3.1K
|
+61
|
New
|
|
|
502
|
Avior Wealth Management
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
503
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2K
|
–
|
–
|
–
|
|
|
504
|
|
$2K
|
+$2.34K
|
+46
|
New
|
|
|
505
|
Bogart Wealth LLC
Mclean,
Virginia
|
$2K
|
+$2.59K
|
+51
|
New
|
|
|
506
|
Cribstone Capital Management
Augusta,
Maine
|
$1K
|
–
|
–
|
–
|
|
|
507
|
Lake Point Wealth Management
Rockwall,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
508
|
Westside Investment Management
Santa Monica,
California
|
$92
|
+$112K
|
+2,199
|
New
|
|
|
509
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$28.8M
|
-517,991
|
Closed
|
|
|
510
|
Barclays
London,
United Kingdom
|
–
|
-$17M
|
-305,419
|
Closed
|
|
|
511
|
Citadel Advisors
Miami,
Florida
|
–
|
-$14M
|
-250,935
|
Closed
|
|
|
512
|
Badgley, Phelps & Bell
Seattle,
Washington
|
–
|
-$8.28M
|
-148,608
|
Closed
|
|
|
513
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$6.61M
|
-118,645
|
Closed
|
|
|
514
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$2.26M
|
-40,621
|
Closed
|
|
|
515
|
Pantheon Investment Group
Sierra Madre,
California
|
–
|
-$1.82M
|
-32,600
|
Closed
|
|
|
516
|
Pacific Edge Advisors
Corona Del Mar,
California
|
–
|
-$1.59M
|
-28,500
|
Closed
|
|
|
517
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$1.55M
|
-27,812
|
Closed
|
|
|
518
|
Parkside Advisors
Berkeley,
California
|
–
|
-$1.3M
|
-23,316
|
Closed
|
|
|
519
|
Clear Perspective Advisors
Aurora,
Illinois
|
–
|
-$1.26M
|
-22,671
|
Closed
|
|
|
520
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$1.25M
|
-22,476
|
Closed
|
|
|
521
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$985K
|
-17,684
|
Closed
|
|
|
522
|
Allianz Asset Management
Munich,
Germany
|
–
|
-$983K
|
-17,655
|
Closed
|
|
|
523
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$926K
|
-16,627
|
Closed
|
|
|
524
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
–
|
-$724K
|
-13,003
|
Closed
|
|
|
525
|
Blankinship & Foster
Solana Beach,
California
|
–
|
-$673K
|
-12,092
|
Closed
|
|
