|
201
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$3K
|
+$4.56K
|
+100
|
New
|
|
|
202
|
Wealth Quarterback
Toms River,
New Jersey
|
$2.03K
|
–
|
–
|
–
|
|
|
203
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$2K
|
-$2.25M
|
-49,362
|
-100%
|
|
|
204
|
Central Trust Company
Jefferson City,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
205
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
206
|
Optimum Investment Advisors
Chicago,
Illinois
|
$2K
|
+$2.92K
|
+64
|
New
|
|
|
207
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
208
|
Savior LLC
Wellesley Hills,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
209
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$26.5M
|
-521,275
|
Closed
|
|
|
210
|
Pacific Financial Group
Bellevue,
Washington
|
–
|
-$12.1M
|
-238,520
|
Closed
|
|
|
211
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
–
|
-$11.8M
|
-232,019
|
Closed
|
|
|
212
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
–
|
-$9.38M
|
-184,349
|
Closed
|
|
|
213
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$7.21M
|
-141,789
|
Closed
|
|
|
214
|
Minot Wealth Management
Westwood,
Massachusetts
|
–
|
-$7.11M
|
-138,795
|
Closed
|
|
|
215
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$6.56M
|
-129,013
|
Closed
|
|
|
216
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
–
|
-$2.84M
|
-55,799
|
Closed
|
|
|
217
|
G&S Capital
Denver,
Colorado
|
–
|
-$1.88M
|
-37,040
|
Closed
|
|
|
218
|
Raymond James Trust
St. Petersburg,
Florida
|
–
|
-$1.67M
|
-32,747
|
Closed
|
|
|
219
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$1.65M
|
-31,203
|
Closed
|
|
|
220
|
WealthPLAN Partners
Omaha,
Nebraska
|
–
|
-$1.21M
|
-23,726
|
Closed
|
|
|
221
|
Gateway Advisory
Westfield,
New Jersey
|
–
|
-$1.18M
|
-23,138
|
Closed
|
|
|
222
|
Global Trust Asset Management
West Palm Beach,
Florida
|
–
|
-$874K
|
-17,187
|
Closed
|
|
|
223
|
WJ Wealth Management
Glendale,
Arizona
|
–
|
-$598K
|
-11,762
|
Closed
|
|
|
224
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$496K
|
-9,740
|
Closed
|
|
|
225
|
Bank of New York Mellon
New York
|
–
|
-$434K
|
-8,529
|
Closed
|
|
