|
101
|
LifePlan Financial Group
Dayton,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
102
|
Financial Perspectives
Minneapolis,
Minnesota
|
$9.29K
|
–
|
–
|
–
|
|
|
103
|
Atlas Private Wealth Management
Albany,
New York
|
$8K
|
-$87.4K
|
-1,996
|
-90%
|
|
|
104
|
Bartlett & Co
Cincinnati,
Ohio
|
$7K
|
+$7.88K
|
+180
|
New
|
|
|
105
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$6.6K
|
–
|
–
|
–
|
|
|
106
|
Focused Wealth Management
Newburgh,
New York
|
$6K
|
–
|
–
|
–
|
|
|
107
|
Synovus Financial
Columbus,
Georgia
|
$6K
|
+$7.18K
|
+164
|
New
|
|
|
108
|
Advisory Services Network
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
109
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
110
|
PrairieView Partners
St. Paul,
Minnesota
|
$1K
|
+$1.58K
|
+36
|
New
|
|
|
111
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$3.9M
|
-84,676
|
Closed
|
|
|
112
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$3.9M
|
-84,596
|
Closed
|
|
|
113
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$2.07M
|
-44,868
|
Closed
|
|
|
114
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$1.96M
|
-42,592
|
Closed
|
|
|
115
|
Procyon Advisors
Shelton,
Connecticut
|
–
|
-$1.4M
|
-30,412
|
Closed
|
|
|
116
|
Lloyd Advisory Services
Suwanee,
Georgia
|
–
|
-$347K
|
-7,532
|
Closed
|
|
|
117
|
Windham Capital Management
Boston,
Massachusetts
|
–
|
-$240K
|
-5,196
|
Closed
|
|
|
118
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$227K
|
-4,932
|
Closed
|
|
|
119
|
Baird Financial Group
Milwaukee,
Wisconsin
|
–
|
-$221K
|
-4,800
|
Closed
|
|
|
120
|
DOHJ LLC
Seattle,
Washington
|
–
|
-$200K
|
-4,340
|
Closed
|
|
|
121
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$75K
|
-1,676
|
Closed
|
|
|
122
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$42K
|
-900
|
Closed
|
|
|
123
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$35K
|
-760
|
Closed
|
|
|
124
|
PSI Advisors
Tampa,
Florida
|
–
|
-$29K
|
-640
|
Closed
|
|
|
125
|
Affiance Financial
St. Louis Park,
Minnesota
|
–
|
-$20K
|
-440
|
Closed
|
|
