|
201
|
Lee Financial
Dallas,
Texas
|
$35.8K
|
–
|
–
|
–
|
|
|
202
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$24.9K
|
+$25.4K
|
+616
|
New
|
|
|
203
|
GoalVest Advisory
New York
|
$24.5K
|
+$25K
|
+606
|
New
|
|
|
204
|
Orion Capital Management
Coronado,
California
|
$15.1K
|
+$15.4K
|
+374
|
New
|
|
|
205
|
Creative Financial Designs
Kokomo,
Indiana
|
$14.1K
|
-$6.31K
|
-153
|
-30%
|
|
|
206
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
-$19.5K
|
-474
|
-62%
|
|
|
207
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$6.22K
|
+$1.69K
|
+41
|
+36%
|
|
|
208
|
Fidelity Investments
Boston,
Massachusetts
|
$40
|
+$41
|
+1
|
New
|
|
|
209
|
Concord Wealth Partners
Abingdon,
Virginia
|
$35
|
–
|
–
|
–
|
|
|
210
|
Wells Fargo
San Francisco,
California
|
$4
|
-$53.4K
|
-1,294
|
Closed
|
|
|
211
|
WESPAC Advisors SoCal
Pasadena,
California
|
–
|
-$2.61M
|
-62,500
|
Closed
|
|
|
212
|
LJI Wealth Management
Indianapolis,
Indiana
|
–
|
-$49.8K
|
-49,784
|
Closed
|
|
|
213
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.84M
|
-44,133
|
Closed
|
|
|
214
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$1.14M
|
-27,385
|
Closed
|
|
|
215
|
Drive Wealth Management
Lehi,
Utah
|
–
|
-$1.07M
|
-25,683
|
Closed
|
|
|
216
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$358K
|
-8,587
|
Closed
|
|
|
217
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$350K
|
-8,377
|
Closed
|
|
|
218
|
Forum Private Client Group
Fishers,
Indiana
|
–
|
-$312K
|
-7,476
|
Closed
|
|
|
219
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$282K
|
-6,760
|
Closed
|
|
|
220
|
|
–
|
-$205K
|
-4,913
|
Closed
|
|
|
221
|
Colonial Trust
Spartanburg,
South Carolina
|
–
|
-$57.3K
|
-1,372
|
Closed
|
|
|
222
|
True Wealth Design
Akron,
Ohio
|
–
|
-$11.1K
|
-265
|
Closed
|
|
|
223
|
|
–
|
-$4.71K
|
-113
|
Closed
|
|
|
224
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$3.59K
|
-86
|
Closed
|
|
