|
51
|
|
$5.15K
|
-$14.4M
|
-276,664
|
-100%
|
|
|
52
|
|
$3.71K
|
+$3.29K
|
+63
|
+700%
|
|
|
53
|
UMB Bank
Kansas City,
Missouri
|
$3.4K
|
+$3.44K
|
+66
|
New
|
|
|
54
|
Stephens Consulting
Flint,
Michigan
|
$1.85K
|
–
|
–
|
–
|
|
|
55
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$1.8K
|
–
|
–
|
–
|
|
|
56
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1K
|
+$626
|
+12
|
New
|
|
|
57
|
Destiny Wealth Partners
Tavares,
Florida
|
–
|
-$10.6M
|
-195,027
|
Closed
|
|
|
58
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
–
|
-$3.88M
|
-71,090
|
Closed
|
|
|
59
|
TRUADVICE
Sarasota,
Florida
|
–
|
-$3.78M
|
-69,605
|
Closed
|
|
|
60
|
KM Capital Management
Austin,
Texas
|
–
|
-$1.48M
|
-27,192
|
Closed
|
|
|
61
|
One Wealth Advisors
San Francisco,
California
|
–
|
-$930K
|
-17,052
|
Closed
|
|
|
62
|
Buttonwood Financial Group
Kansas City,
Missouri
|
–
|
-$773K
|
-14,190
|
Closed
|
|
|
63
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$709K
|
-13,009
|
Closed
|
|
|
64
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
–
|
-$675K
|
-12,385
|
Closed
|
|
|
65
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
–
|
-$598K
|
-10,967
|
Closed
|
|
|
66
|
Keebeck Wealth Management
Chicago,
Illinois
|
–
|
-$505K
|
-9,256
|
Closed
|
|
|
67
|
Clifford Group
Wayland,
Massachusetts
|
–
|
-$484K
|
-8,882
|
Closed
|
|
|
68
|
W Advisors LLC
Germantown,
Tennessee
|
–
|
-$450K
|
-8,256
|
Closed
|
|
|
69
|
Robertson Stephens Wealth Management
San Francisco,
California
|
–
|
-$440K
|
-8,065
|
Closed
|
|
|
70
|
|
–
|
-$402K
|
-7,316
|
Closed
|
|
|
71
|
Stokes Family Office
New Orleans,
Louisiana
|
–
|
-$331K
|
-6,064
|
Closed
|
|
|
72
|
Cypress Wealth Services
Palm Desert,
California
|
–
|
-$322K
|
-5,899
|
Closed
|
|
|
73
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
–
|
-$301K
|
-5,529
|
Closed
|
|
|
74
|
Security Financial Services
Fort Wayne,
Indiana
|
–
|
-$270K
|
-4,961
|
Closed
|
|
|
75
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
–
|
-$267K
|
-4,900
|
Closed
|
|
