|
26
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$275K
|
-$52.5K
|
-2,170
|
-17%
|
|
|
27
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$275K
|
-$16.2K
|
-670
|
-6%
|
|
|
28
|
Evermay Wealth Management
Arlington,
Virginia
|
$140K
|
–
|
–
|
–
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$124K
|
-$160K
|
-6,624
|
-58%
|
|
|
30
|
Steward Partners Investment Advisory
New York
|
$63.4K
|
–
|
–
|
–
|
|
|
31
|
William Blair & Company
Chicago,
Illinois
|
$22.5K
|
-$140K
|
-5,792
|
-87%
|
|
|
32
|
Comerica Bank
Dallas,
Texas
|
$14.3K
|
-$4.48K
|
-185
|
-25%
|
|
|
33
|
AllSquare Wealth Management
Albany,
New York
|
$6.99K
|
–
|
–
|
–
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$4.67K
|
+$4.46K
|
+184
|
New
|
|
|
35
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.56K
|
–
|
–
|
–
|
|
|
36
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
37
|
Sunbelt Securities
Houston,
Texas
|
$1.78K
|
–
|
–
|
–
|
|
|
38
|
Provence Wealth Management Group
Irvine,
California
|
$635
|
-$13.9K
|
-576
|
-96%
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$4.33M
|
-182,210
|
Closed
|
|
|
40
|
Portside Wealth Group
Provo,
Utah
|
–
|
-$820K
|
-34,722
|
Closed
|
|
|
41
|
Claro Advisors
Boston,
Massachusetts
|
–
|
-$337K
|
-14,191
|
Closed
|
|
|
42
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
–
|
-$297K
|
-12,506
|
Closed
|
|
|
43
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
–
|
-$208K
|
-8,743
|
Closed
|
|
|
44
|
FirstPurpose Wealth
Orem,
Utah
|
–
|
-$205K
|
-8,638
|
Closed
|
|
|
45
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$83.9K
|
-3,536
|
Closed
|
|
|
46
|
Bartlett & Co
Cincinnati,
Ohio
|
–
|
-$45K
|
-1,903
|
Closed
|
|
|
47
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
–
|
-$45.2K
|
-1,903
|
Closed
|
|
|
48
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$40.1K
|
-1,714
|
Closed
|
|
|
49
|
MCF Advisors
Covington,
Kentucky
|
–
|
-$24K
|
-1,013
|
Closed
|
|
