|
201
|
AssetMark Inc
Concord,
California
|
$746
|
–
|
–
|
–
|
|
|
202
|
WR Wealth Planners
Columbia,
Missouri
|
$467
|
+$460
|
+10
|
New
|
|
|
203
|
Fidelity Investments
Boston,
Massachusetts
|
$93
|
–
|
–
|
–
|
|
|
204
|
Parcion Private Wealth
Bellevue,
Washington
|
–
|
-$15.9M
|
-355,203
|
Closed
|
|
|
205
|
Creative Financial Designs
Kokomo,
Indiana
|
–
|
-$3.29M
|
-73,599
|
Closed
|
|
|
206
|
Citadel Advisors
Miami,
Florida
|
–
|
-$2.58M
|
-57,747
|
Closed
|
|
|
207
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$1.74M
|
-39,011
|
Closed
|
|
|
208
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$1.11M
|
-24,866
|
Closed
|
|
|
209
|
Liberty Wealth Management
Oakland,
California
|
–
|
-$17K
|
-17,414
|
Closed
|
|
|
210
|
World Equity Group
Schaumburg,
Illinois
|
–
|
-$661K
|
-14,794
|
Closed
|
|
|
211
|
M&T Bank
Buffalo,
New York
|
–
|
-$248K
|
-5,560
|
Closed
|
|
|
212
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$206K
|
-4,617
|
Closed
|
|
|
213
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$200K
|
-4,462
|
Closed
|
|
|
214
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
–
|
-$84.2K
|
-1,826
|
Closed
|
|
|
215
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$80.5K
|
-1,795
|
Closed
|
|
|
216
|
Mather Group
Chicago,
Illinois
|
–
|
-$58.5K
|
-1,297
|
Closed
|
|
|
217
|
Scarborough Advisors
Annapolis,
Maryland
|
–
|
-$55K
|
-1,232
|
Closed
|
|
|
218
|
Harbour Investments
Madison,
Wisconsin
|
–
|
-$40.8K
|
-914
|
Closed
|
|
|
219
|
Aspire Private Capital
Cornelius,
North Carolina
|
–
|
-$32.9K
|
-736
|
Closed
|
|
|
220
|
Triad Wealth Partners
Lawrence,
Kansas
|
–
|
-$3.26K
|
-73
|
Closed
|
|
|
221
|
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
|
–
|
-$2.59K
|
-58
|
Closed
|
|
