|
301
|
Whittier Trust
South Pasadena,
California
|
$454
|
-$217K
|
-9,240
|
-100%
|
|
|
302
|
Strategic Wealth Partners
Independence,
Ohio
|
$21
|
-$2.78K
|
-118
|
-99%
|
|
|
303
|
Stanich Group
Montauk,
New York
|
–
|
-$5.56M
|
-235,868
|
Closed
|
|
|
304
|
Vontobel Holding
Zurich,
Switzerland
|
–
|
-$1.83M
|
-77,813
|
Closed
|
|
|
305
|
Flow Traders U.S.
New York
|
–
|
-$1.33M
|
-56,556
|
Closed
|
|
|
306
|
|
–
|
-$587K
|
-24,902
|
Closed
|
|
|
307
|
Modera Wealth Management
Westwood,
New Jersey
|
–
|
-$271K
|
-11,494
|
Closed
|
|
|
308
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$257K
|
-10,906
|
Closed
|
|
|
309
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
–
|
-$245K
|
-10,385
|
Closed
|
|
|
310
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
–
|
-$209K
|
-8,856
|
Closed
|
|
|
311
|
Transcend Capital Advisors
Madison,
New Jersey
|
–
|
-$206K
|
-8,746
|
Closed
|
|
|
312
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$160K
|
-6,794
|
Closed
|
|
|
313
|
SouthState Corp
Winter Haven,
Florida
|
–
|
-$154K
|
-6,545
|
Closed
|
|
|
314
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
–
|
-$119K
|
-5,067
|
Closed
|
|
|
315
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
–
|
-$61.1K
|
-2,595
|
Closed
|
|
|
316
|
Mather Group
Chicago,
Illinois
|
–
|
-$22.6K
|
-959
|
Closed
|
|
|
317
|
Rise Advisors
Rochester,
New York
|
–
|
-$16.3K
|
-690
|
Closed
|
|
|
318
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$7.3K
|
-310
|
Closed
|
|
|
319
|
Financial Life Planners
Tempe,
Arizona
|
–
|
-$739
|
-31
|
Closed
|
|
