|
26
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$27K
|
–
|
–
|
–
|
|
|
27
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$9K
|
–
|
–
|
–
|
|
|
28
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$8K
|
–
|
–
|
–
|
|
|
29
|
|
$5K
|
–
|
–
|
–
|
|
|
30
|
Rockefeller Capital Management
New York
|
$3K
|
–
|
–
|
–
|
|
|
31
|
Strategic Blueprint
Atlanta,
Georgia
|
$3K
|
+$2.77K
|
+43
|
New
|
|
|
32
|
Fulcrum Equity Management
Plano,
Texas
|
–
|
-$3.37M
|
-52,166
|
Closed
|
|
|
33
|
Snowden Capital Advisors
New York
|
–
|
-$3.18M
|
-49,242
|
Closed
|
|
|
34
|
IFG Advisory
Atlanta,
Georgia
|
–
|
-$2.5M
|
-38,727
|
Closed
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$1.43M
|
-22,179
|
Closed
|
|
|
36
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$402K
|
-6,212
|
Closed
|
|
|
37
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$397K
|
-6,148
|
Closed
|
|
|
38
|
DB Wealth Management Group
San Diego,
California
|
–
|
-$76K
|
-1,172
|
Closed
|
|
|
39
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
–
|
-$70K
|
-1,085
|
Closed
|
|
|
40
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$58.2K
|
-902
|
Closed
|
|
|
41
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$48K
|
-746
|
Closed
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
–
|
-$40.3K
|
-625
|
-100%
|
|
|
43
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$29K
|
-453
|
Closed
|
|
|
44
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$26K
|
-408
|
Closed
|
|
|
45
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
–
|
-$8K
|
-139
|
Closed
|
|
|
46
|
Eudaimonia Partners
Winchester,
Tennessee
|
–
|
-$2K
|
-32
|
Closed
|
|
