|
201
|
CVA Family Office
Denver,
Colorado
|
$512
|
–
|
–
|
–
|
|
|
202
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$205
|
–
|
–
|
–
|
|
|
203
|
Avondale Wealth Management
West Lake Hills,
Texas
|
$60
|
-$6.82M
|
-133,168
|
-100%
|
|
|
204
|
Huntington National Bank
Columbus,
Ohio
|
$51
|
–
|
–
|
–
|
|
|
205
|
Systelligence LLC
Bloomington,
Minnesota
|
–
|
-$5.84M
|
-114,210
|
Closed
|
|
|
206
|
Univest Financial
Souderton,
Pennsylvania
|
–
|
-$2.42M
|
-47,312
|
Closed
|
|
|
207
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$965K
|
-18,879
|
Closed
|
|
|
208
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$874K
|
-17,097
|
Closed
|
|
|
209
|
Pathstone Holdings
Englewood,
New Jersey
|
–
|
-$475K
|
-9,282
|
Closed
|
|
|
210
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$464K
|
-9,068
|
Closed
|
|
|
211
|
Maridea Wealth Management
Brooklyn,
New York
|
–
|
-$377K
|
-7,376
|
Closed
|
|
|
212
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$325K
|
-6,360
|
Closed
|
|
|
213
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
–
|
-$467K
|
-5,867
|
Closed
|
|
|
214
|
AssuredPartners Investment Advisors
Tampa,
Florida
|
–
|
-$214K
|
-4,185
|
Closed
|
|
|
215
|
Franklin Resources
San Mateo,
California
|
–
|
-$73.6K
|
-1,440
|
Closed
|
|
|
216
|
Quadrant Capital Group
Cincinnati,
Ohio
|
–
|
-$51.1K
|
-1,000
|
Closed
|
|
|
217
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
–
|
-$19.8K
|
-388
|
Closed
|
|
|
218
|
Columbia River Financial Group
Vancouver,
Washington
|
–
|
-$12K
|
-239
|
Closed
|
|
|
219
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$3.68K
|
-72
|
Closed
|
|
|
220
|
Crewe Advisors
Salt Lake City,
Utah
|
–
|
-$3.48K
|
-68
|
Closed
|
|
|
221
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$3.12K
|
-61
|
Closed
|
|
|
222
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
–
|
-$410
|
-8
|
Closed
|
|
|
223
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
–
|
-$77
|
-2
|
Closed
|
|
