|
301
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$3K
|
+$2.6K
|
+52
|
New
|
|
|
302
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2K
|
–
|
–
|
–
|
|
|
303
|
AssetMark Inc
Concord,
California
|
$1K
|
-$55.6M
|
-1,110,181
|
-100%
|
|
|
304
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1K
|
-$451
|
-9
|
-31%
|
|
|
305
|
AllSquare Wealth Management
Albany,
New York
|
$1K
|
–
|
–
|
–
|
|
|
306
|
Private Ocean
San Rafael,
California
|
$1K
|
+$501
|
+10
|
New
|
|
|
307
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
–
|
-$47.2M
|
-947,494
|
Closed
|
|
|
308
|
Winch Advisory Services
Appleton,
Wisconsin
|
–
|
-$5.67M
|
-113,689
|
Closed
|
|
|
309
|
Hancock Whitney
Gulfport,
Mississippi
|
–
|
-$4.32M
|
-86,582
|
Closed
|
|
|
310
|
Questar Asset Management
Minneapolis,
Minnesota
|
–
|
-$3.87M
|
-77,540
|
Closed
|
|
|
311
|
RiverGlades Family Offices
Naples,
Florida
|
–
|
-$3.4M
|
-68,250
|
Closed
|
|
|
312
|
Gryphon Financial Partners
Columbus,
Ohio
|
–
|
-$3.07M
|
-61,433
|
Closed
|
|
|
313
|
Planning Solutions Group
Fulton,
Maryland
|
–
|
-$1.95M
|
-39,044
|
Closed
|
|
|
314
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$1.19M
|
-23,844
|
Closed
|
|
|
315
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
–
|
-$872K
|
-17,500
|
Closed
|
|
|
316
|
Csenge Advisory Group
Clearwater,
Florida
|
–
|
-$841K
|
-16,887
|
Closed
|
|
|
317
|
Barber Financial Group
Lenexa,
Kansas
|
–
|
-$489K
|
-9,818
|
Closed
|
|
|
318
|
Franklin Resources
San Mateo,
California
|
–
|
-$415K
|
-8,320
|
Closed
|
|
|
319
|
Hayden Royal
Charlotte,
North Carolina
|
–
|
-$289K
|
-5,790
|
Closed
|
|
|
320
|
|
–
|
-$280K
|
-5,609
|
Closed
|
|
|
321
|
Stellar Capital Management
Phoenix,
Arizona
|
–
|
-$257K
|
-5,152
|
Closed
|
|
|
322
|
WealthOne
Albany,
New York
|
–
|
-$249K
|
-4,993
|
Closed
|
|
|
323
|
Colony Group
Boston,
Massachusetts
|
–
|
-$234K
|
-4,704
|
Closed
|
|
|
324
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$218K
|
-4,370
|
Closed
|
|
|
325
|
Catalyst Capital Advisors
Huntington,
New York
|
–
|
-$169K
|
-3,400
|
Closed
|
|
