|
201
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1K
|
–
|
–
|
–
|
|
|
202
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1K
|
+$301
|
+6
|
+29%
|
|
|
203
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1K
|
+$1K
|
+20
|
New
|
|
|
204
|
3EDGE Asset Management
Naples,
Florida
|
–
|
-$215M
|
-4,282,500
|
Closed
|
|
|
205
|
Old National Bancorp
Evansville,
Indiana
|
–
|
-$10M
|
-199,362
|
Closed
|
|
|
206
|
Principal Financial Group
Des Moines,
Iowa
|
–
|
-$6.24M
|
-124,396
|
Closed
|
|
|
207
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$1.68M
|
-33,407
|
Closed
|
|
|
208
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
–
|
-$1.32M
|
-26,315
|
Closed
|
|
|
209
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$782K
|
-15,581
|
Closed
|
|
|
210
|
|
–
|
-$637K
|
-12,704
|
Closed
|
|
|
211
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$520K
|
-10,369
|
Closed
|
|
|
212
|
United Asset Strategies
Garden City,
New York
|
–
|
-$413K
|
-8,240
|
Closed
|
|
|
213
|
Bank of New York Mellon
New York
|
–
|
-$361K
|
-7,182
|
Closed
|
|
|
214
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
–
|
-$285K
|
-5,695
|
Closed
|
|
|
215
|
RegentAtlantic Capital
Morristown,
New Jersey
|
–
|
-$247K
|
-4,921
|
Closed
|
|
|
216
|
Avantax Planning Partners
Dubuque,
Iowa
|
–
|
-$149K
|
-2,974
|
Closed
|
|
|
217
|
Private Ocean
San Rafael,
California
|
–
|
-$25K
|
-500
|
Closed
|
|
|
218
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$13K
|
-267
|
Closed
|
|
|
219
|
Aviance Capital Management
Sarasota,
Florida
|
–
|
-$10K
|
-199
|
Closed
|
|
|
220
|
Central Bank & Trust
Lexington,
Kentucky
|
–
|
-$5K
|
-108
|
Closed
|
|
|
221
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
–
|
-$3.56K
|
-71
|
-99%
|
|
|
222
|
Bell Rock Capital
Rehoboth Beach,
Delaware
|
–
|
-$2K
|
-41
|
Closed
|
|
|
223
|
|
–
|
+$802
|
+16
|
New
|
|
