|
26
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$65K
|
–
|
–
|
–
|
|
|
27
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$58K
|
–
|
–
|
–
|
|
|
28
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$55K
|
–
|
–
|
–
|
|
|
29
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$48K
|
+$47.8K
|
+746
|
New
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$40K
|
+$40.1K
|
+626
|
New
|
|
|
31
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$29K
|
+$29K
|
+453
|
New
|
|
|
32
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$27K
|
–
|
–
|
–
|
|
|
33
|
Bank of America
Charlotte,
North Carolina
|
$26K
|
-$900K
|
-14,054
|
-97%
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
35
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$8K
|
+$7.69K
|
+120
|
New
|
|
|
36
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$8K
|
+$8.91K
|
+139
|
New
|
|
|
37
|
|
$5K
|
+$4.49K
|
+70
|
New
|
|
|
38
|
Rockefeller Capital Management
New York
|
$3K
|
+$3.33K
|
+52
|
New
|
|
|
39
|
Eudaimonia Partners
Winchester,
Tennessee
|
$2K
|
+$2.05K
|
+32
|
New
|
|
|
40
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$228K
|
-3,815
|
Closed
|
|
|
41
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$221K
|
-3,700
|
Closed
|
|
|
42
|
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
–
|
-$128K
|
-2,140
|
Closed
|
|
|
43
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$13K
|
-217
|
Closed
|
|
|
44
|
UBS Group
Zurich,
Switzerland
|
–
|
-$8K
|
-132
|
Closed
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
–
|
-$7K
|
-125
|
Closed
|
|
