|
51
|
SignatureFD
Atlanta,
Georgia
|
$50K
|
+$1.12K
|
+72
|
+2%
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44K
|
-$19.2K
|
-1,237
|
-29%
|
|
|
53
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$15K
|
–
|
–
|
–
|
|
|
54
|
|
$7K
|
–
|
–
|
–
|
|
|
55
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$5K
|
–
|
–
|
–
|
|
|
56
|
Spire Wealth Management
Mclean,
Virginia
|
$4K
|
-$295
|
-19
|
-7%
|
|
|
57
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$3K
|
+$47
|
+3
|
+1%
|
|
|
58
|
First Horizon Advisors
Memphis,
Tennessee
|
$2K
|
+$2.27K
|
+146
|
New
|
|
|
59
|
Rockefeller Capital Management
New York
|
$1K
|
+$31
|
+2
|
+2%
|
|
|
60
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$2.49M
|
-160,050
|
Closed
|
|
|
61
|
Kavar Capital Partners Group
Leawood,
Kansas
|
–
|
-$336K
|
-21,582
|
Closed
|
|
|
62
|
IPG Investment Advisors
San Diego,
California
|
–
|
-$230K
|
-14,750
|
Closed
|
|
|
63
|
Dock Street Asset Management
Palm Beach,
Florida
|
–
|
-$186K
|
-11,970
|
Closed
|
|
|
64
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$168K
|
-10,761
|
Closed
|
|
|
65
|
Key Financial Inc
West Chester,
Pennsylvania
|
–
|
-$55K
|
-3,500
|
Closed
|
|
|
66
|
Heritage Financial Services
Westwood,
Massachusetts
|
–
|
-$36K
|
-2,334
|
Closed
|
|
|
67
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
–
|
-$20K
|
-1,300
|
Closed
|
|
|
68
|
CX Institutional
Auburn,
Indiana
|
–
|
-$17K
|
-1,068
|
Closed
|
|
|
69
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$9K
|
-600
|
Closed
|
|
|
70
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
–
|
-$8K
|
-500
|
Closed
|
|
|
71
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$8K
|
-500
|
Closed
|
|
