|
201
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
202
|
Golden State Equity Partners
South Coast Metro,
California
|
$998
|
+$982
|
+38
|
New
|
|
|
203
|
Clearstead Trust
Portland,
Maine
|
$867
|
–
|
–
|
–
|
|
|
204
|
AssetMark Inc
Concord,
California
|
$263
|
–
|
–
|
–
|
|
|
205
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$131
|
–
|
–
|
–
|
|
|
206
|
BNP Paribas Financial Markets
Paris,
France
|
$53
|
–
|
–
|
–
|
|
|
207
|
Aspire Private Capital
Cornelius,
North Carolina
|
$26
|
–
|
–
|
–
|
|
|
208
|
Huntington National Bank
Columbus,
Ohio
|
$26
|
–
|
–
|
–
|
|
|
209
|
GeoWealth Management
Chicago,
Illinois
|
$26
|
+$26
|
+1
|
New
|
|
|
210
|
Aspect Partners
Fairfax,
Virginia
|
$15
|
-$1.01M
|
-39,027
|
-100%
|
|
|
211
|
ORG Partners
Roanoke,
Indiana
|
$7
|
-$24K
|
-928
|
Closed
|
|
|
212
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$11.7M
|
-456,947
|
Closed
|
|
|
213
|
Security Financial Services
Fort Wayne,
Indiana
|
–
|
-$1.97M
|
-77,390
|
Closed
|
|
|
214
|
Ascent Group
Virginia Beach,
Virginia
|
–
|
-$1.92M
|
-75,505
|
Closed
|
|
|
215
|
Prosperity Capital Advisors
Westlake,
Ohio
|
–
|
-$1.4M
|
-55,220
|
Closed
|
|
|
216
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
–
|
-$1.3M
|
-51,034
|
Closed
|
|
|
217
|
Detalus Advisors
St. Louis,
Missouri
|
–
|
-$1.22M
|
-47,900
|
Closed
|
|
|
218
|
West Wealth Group
Irvine,
California
|
–
|
-$1.13M
|
-44,449
|
Closed
|
|
|
219
|
Ehrlich Financial Group
Laguna Niguel,
California
|
–
|
-$1.11M
|
-43,826
|
Closed
|
|
|
220
|
Equitable Holdings
New York
|
–
|
-$696K
|
-27,371
|
Closed
|
|
|
221
|
PFG Advisors
Phoenix,
Arizona
|
–
|
-$676K
|
-26,608
|
Closed
|
|
|
222
|
Hobart Private Capital
Charlotte,
North Carolina
|
–
|
-$648K
|
-25,500
|
Closed
|
|
|
223
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$471K
|
-18,546
|
Closed
|
|
|
224
|
Horst & Graben Wealth Management
Portland,
Oregon
|
–
|
-$304K
|
-11,943
|
Closed
|
|
|
225
|
OneAscent Financial Services
Birmingham,
Alabama
|
–
|
-$240K
|
-9,434
|
Closed
|
|
