|
101
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.25K
|
–
|
–
|
–
|
|
|
102
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$6.38K
|
–
|
–
|
–
|
|
|
103
|
BankPlus Trust Department
Jackson,
Mississippi
|
$6.28K
|
–
|
–
|
–
|
|
|
104
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$5.79K
|
-$35.7K
|
-377
|
-85%
|
|
|
105
|
MAI Capital Management
Independence,
Ohio
|
$5.13K
|
–
|
–
|
–
|
|
|
106
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$4.33K
|
–
|
–
|
–
|
|
|
107
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$3.09K
|
+$1.42K
|
+15
|
+75%
|
|
|
108
|
Spire Wealth Management
Mclean,
Virginia
|
$1.78K
|
–
|
–
|
–
|
|
|
109
|
Signature Equity Partners
Columbus,
Ohio
|
$1.15K
|
-$2.08K
|
-22
|
-63%
|
|
|
110
|
Rossby Financial
Melbourne,
Florida
|
$713
|
–
|
–
|
–
|
|
|
111
|
Elevation Wealth Partners
Santa Rosa,
California
|
$89
|
–
|
–
|
–
|
|
|
112
|
Activest Wealth Management
Aventure,
Florida
|
$54
|
-$70.2K
|
-741
|
-100%
|
|
|
113
|
Wells Fargo
San Francisco,
California
|
$8
|
-$95
|
-1
|
Closed
|
|
|
114
|
Trek Financial
Scottsdale,
Arizona
|
–
|
-$7.71M
|
-75,900
|
Closed
|
|
|
115
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$2.77M
|
-27,304
|
Closed
|
|
|
116
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$1.81M
|
-17,786
|
Closed
|
|
|
117
|
|
–
|
-$1.43M
|
-14,120
|
Closed
|
|
|
118
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
–
|
-$1.13M
|
-11,105
|
Closed
|
|
|
119
|
Mascagni Wealth Management
Clinton,
Mississippi
|
–
|
-$643K
|
-6,333
|
Closed
|
|
|
120
|
|
–
|
-$619K
|
-6,093
|
Closed
|
|
|
121
|
Ehrlich Financial Group
Laguna Niguel,
California
|
–
|
-$487K
|
-4,789
|
Closed
|
|
|
122
|
|
–
|
-$415K
|
-4,088
|
Closed
|
|
|
123
|
Lido Advisors
Los Angeles,
California
|
–
|
-$373K
|
-3,660
|
Closed
|
|
|
124
|
Tower Research Capital (TRC)
New York
|
–
|
-$352K
|
-3,463
|
Closed
|
|
|
125
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$331K
|
-3,217
|
Closed
|
|
