|
2026
|
First New York Securities
New York
|
$1.97K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2027
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$1K
|
-$372K
|
1
|
0%
|
Reduced
|
|
|
2028
|
Magee Thomson Investment Partners
San Diego,
California
|
$1K
|
-$3.96K
|
1
|
0%
|
Reduced
|
|
|
2029
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$1K
|
$0
|
1
|
0%
|
Maintained
|
|
|
2030
|
361 Capital
Denver,
Colorado
|
$0
|
-$68K
|
0
|
–
|
Closed
|
|
|
2031
|
Advisors Preferred
Rockville,
Maryland
|
$0
|
-$28K
|
0
|
–
|
Closed
|
|
|
2032
|
Alethea Capital Management
Mercer Island,
Washington
|
$0
|
-$2.49M
|
0
|
–
|
Closed
|
|
|
2033
|
Amarillo National Bank
Amarillo,
Texas
|
$0
|
-$210K
|
0
|
–
|
Closed
|
|
|
2034
|
AMI Investment Management
Kendallville,
Indiana
|
$0
|
-$1.09M
|
0
|
–
|
Closed
|
|
|
2035
|
Andalusian Capital Partners
Greenwich,
Connecticut
|
$0
|
-$988K
|
0
|
–
|
Closed
|
|
|
2036
|
Arete Wealth Advisors
Chicago,
Illinois
|
$0
|
-$324K
|
0
|
–
|
Closed
|
|
|
2037
|
Arosa Capital Management
Miami Beach,
Florida
|
$0
|
-$13.2M
|
0
|
–
|
Closed
|
|
|
2038
|
Aviance Capital Partners
Naples,
Florida
|
$0
|
-$288K
|
0
|
–
|
Closed
|
|
|
2039
|
Bain Capital Public Equity Management
Boston,
Massachusetts
|
$0
|
-$77.2M
|
0
|
–
|
Closed
|
|
|
2040
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$0
|
-$229K
|
0
|
–
|
Closed
|
|
|
2041
|
Bison Wealth
Atlanta,
Georgia
|
$0
|
-$232K
|
0
|
–
|
Closed
|
|
|
2042
|
BlueMar Capital Management
Miami,
Florida
|
$0
|
-$874K
|
0
|
–
|
Closed
|
|
|
2043
|
Bourgeon Capital Management
Darien,
Connecticut
|
$0
|
-$392K
|
0
|
–
|
Closed
|
|
|
2044
|
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
|
$0
|
-$17.3M
|
0
|
–
|
Closed
|
|
|
2045
|
BRC Investment Management
Greenwood Village,
Colorado
|
$0
|
-$24.7M
|
0
|
–
|
Closed
|
|
|
2046
|
Brevan Howard Capital Management
St. Helier,
Jersey
|
$0
|
-$27.1M
|
0
|
–
|
Closed
|
|
|
2047
|
Cadence Bank NA
Houston,
Texas
|
$0
|
-$750K
|
0
|
–
|
Closed
|
|
|
2048
|
Cahill Financial Advisors
Edina,
Minnesota
|
$0
|
-$303K
|
0
|
–
|
Closed
|
|
|
2049
|
Calamos Wealth Management
Naperville,
Illinois
|
$0
|
-$319K
|
0
|
–
|
Closed
|
|
|
2050
|
Callahan Advisors
Houston,
Texas
|
$0
|
-$319K
|
0
|
–
|
Closed
|
|