|
51
|
CoreFirst Bank & Trust
Topeka,
Kansas
|
$11K
|
+$10.2K
|
+2,239
|
New
|
|
|
52
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$11K
|
+$10.4K
|
+2,273
|
New
|
|
|
53
|
Next Financial Group
Houston,
Texas
|
$7K
|
-$3.66K
|
-800
|
-35%
|
|
|
54
|
SOA Wealth Advisors
New York
|
$7K
|
+$6.57K
|
+1,438
|
New
|
|
|
55
|
Rockefeller Capital Management
New York
|
$4K
|
-$55.9K
|
-12,225
|
-94%
|
|
|
56
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$2K
|
-$1.36K
|
-297
|
-48%
|
|
|
57
|
First Horizon Corporation
Memphis,
Tennessee
|
$2K
|
–
|
–
|
–
|
|
|
58
|
Whittier Trust
South Pasadena,
California
|
$2K
|
–
|
–
|
–
|
|
|
59
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
60
|
Cornerstone Advisors
Asheville,
North Carolina
|
–
|
-$1.41M
|
-333,589
|
Closed
|
|
|
61
|
Doliver Advisors
Houston,
Texas
|
–
|
-$278K
|
-65,743
|
Closed
|
|
|
62
|
Avantax Advisory Services
Dallas,
Texas
|
–
|
-$114K
|
-27,556
|
Closed
|
|
|
63
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$89K
|
-21,050
|
Closed
|
|
|
64
|
Lido Advisors
Los Angeles,
California
|
–
|
-$48K
|
-11,000
|
Closed
|
|
|
65
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$13K
|
-3,086
|
Closed
|
|
|
66
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
–
|
-$4K
|
-1,000
|
Closed
|
|
