|
101
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
102
|
Global Retirement Partners
San Rafael,
California
|
$10K
|
–
|
–
|
–
|
|
|
103
|
Synovus Financial
Columbus,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
104
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$9K
|
–
|
–
|
–
|
|
|
105
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$9K
|
–
|
–
|
–
|
|
|
106
|
Selective Wealth Management
Forest,
Virginia
|
$8K
|
–
|
–
|
–
|
|
|
107
|
Geneos Wealth Management
Englewood,
Colorado
|
$6K
|
-$343
|
-20
|
-5%
|
|
|
108
|
Allworth Financial
Folsom,
California
|
$5K
|
–
|
–
|
–
|
|
|
109
|
Manchester Financial
Westlake Village,
California
|
$3K
|
-$7.37K
|
-430
|
-72%
|
|
|
110
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
111
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$3K
|
+$69
|
+4
|
+3%
|
|
|
112
|
|
$2K
|
–
|
–
|
–
|
|
|
113
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
114
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
115
|
|
–
|
-$1M
|
-63,912
|
Closed
|
|
|
116
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
–
|
-$782K
|
-49,733
|
Closed
|
|
|
117
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$256K
|
-16,281
|
Closed
|
|
|
118
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
–
|
-$221K
|
-14,030
|
Closed
|
|
|
119
|
Lido Advisors
Los Angeles,
California
|
–
|
-$196K
|
-12,465
|
Closed
|
|
|
120
|
|
–
|
-$148K
|
-9,412
|
Closed
|
|
|
121
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$101K
|
-6,410
|
Closed
|
|
|
122
|
Oxbow Advisors
Austin,
Texas
|
–
|
-$97K
|
-6,180
|
Closed
|
|
|
123
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$81K
|
-5,122
|
Closed
|
|
|
124
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$67K
|
-4,231
|
Closed
|
|
|
125
|
Raymond James Trust
St. Petersburg,
Florida
|
–
|
-$62K
|
-3,939
|
Closed
|
|
