|
151
|
Gradient Investments
Arden Hills,
Minnesota
|
$148
|
–
|
–
|
–
|
|
|
152
|
Lindbrook Capital
Calabasas,
California
|
$74
|
–
|
–
|
–
|
|
|
153
|
Trilogy Capital
Irvine,
California
|
–
|
-$13M
|
-487,074
|
Closed
|
|
|
154
|
Wealth Management Partners
Tucson,
Arizona
|
–
|
-$4.7M
|
-179,789
|
Closed
|
|
|
155
|
|
–
|
-$2.49M
|
-95,287
|
Closed
|
|
|
156
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
–
|
-$441K
|
-16,859
|
Closed
|
|
|
157
|
Rollins Financial
Atlanta,
Georgia
|
–
|
-$410K
|
-15,698
|
Closed
|
|
|
158
|
Atria Wealth Solutions
New York
|
–
|
-$315K
|
-12,056
|
Closed
|
|
|
159
|
Soundwatch Capital
Rowayton,
Connecticut
|
–
|
-$171K
|
-11,583
|
Closed
|
|
|
160
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
–
|
-$261K
|
-9,966
|
Closed
|
|
|
161
|
Penobscot Investment Management
Boston,
Massachusetts
|
–
|
-$241K
|
-9,220
|
Closed
|
|
|
162
|
Castle Wealth Management
West Palm Beach,
Florida
|
–
|
-$227K
|
-8,666
|
Closed
|
|
|
163
|
Goldstein Advisors
Madison,
Wisconsin
|
–
|
-$221K
|
-8,437
|
Closed
|
|
|
164
|
Modera Wealth Management
Westwood,
New Jersey
|
–
|
-$203K
|
-7,778
|
Closed
|
|
|
165
|
CVA Family Office
Denver,
Colorado
|
–
|
-$69.6K
|
-2,661
|
Closed
|
|
|
166
|
ICA Group Wealth Management
Denver,
Colorado
|
–
|
-$1.57K
|
-60
|
Closed
|
|
