|
301
|
LifePlan Financial Group
Dayton,
Ohio
|
$5K
|
-$47.8K
|
-433
|
-90%
|
|
|
302
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
303
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$5K
|
–
|
–
|
–
|
|
|
304
|
YorkBridge Wealth Partners
New York
|
$4K
|
–
|
–
|
–
|
|
|
305
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3K
|
-$12.5K
|
-113
|
-82%
|
|
|
306
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
-$194K
|
-1,762
|
-99%
|
|
|
307
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
308
|
Front Row Advisors
Tiburon,
California
|
$1K
|
–
|
–
|
–
|
|
|
309
|
TrueWealth LLC
Atlanta,
Georgia
|
$1K
|
–
|
–
|
–
|
|
|
310
|
Schroder Investment Management Group
London,
United Kingdom
|
–
|
-$64.4M
|
-582,787
|
Closed
|
|
|
311
|
Knowledge Leaders Capital
Denver,
Colorado
|
–
|
-$21.6M
|
-195,745
|
Closed
|
|
|
312
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$9.64M
|
-87,302
|
Closed
|
|
|
313
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
–
|
-$9.39M
|
-85,121
|
Closed
|
|
|
314
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$5.2M
|
-47,045
|
Closed
|
|
|
315
|
Weatherstone Capital Management
Denver,
Colorado
|
–
|
-$4.55M
|
-41,185
|
Closed
|
|
|
316
|
FDx Advisors
Chicago,
Illinois
|
–
|
-$4.02M
|
-36,400
|
Closed
|
|
|
317
|
Avantax Planning Partners
Dubuque,
Iowa
|
–
|
-$1.59M
|
-14,359
|
Closed
|
|
|
318
|
Mirador Capital Partners
Pleasanton,
California
|
–
|
-$1.01M
|
-9,176
|
Closed
|
|
|
319
|
Fifth Third Securities
Cincinnati,
Ohio
|
–
|
-$842K
|
-7,631
|
Closed
|
|
|
320
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$694K
|
-6,282
|
Closed
|
|
|
321
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$675K
|
-6,112
|
Closed
|
|
|
322
|
Bank of the West
Monterey Park,
California
|
–
|
-$618K
|
-5,593
|
Closed
|
|
|
323
|
CapWealth Advisors
Franklin,
Tennessee
|
–
|
-$527K
|
-4,776
|
Closed
|
|
|
324
|
Filament
Seattle,
Washington
|
–
|
-$400K
|
-3,627
|
Closed
|
|
|
325
|
Evergreen Capital Management
Bellevue,
Washington
|
–
|
-$296K
|
-2,683
|
Closed
|
|
