|
26
|
Providence Wealth Advisors
Frankfort,
Illinois
|
$5.37K
|
–
|
–
|
–
|
|
|
27
|
Fortem Financial Group
Palm Desert,
California
|
$5.06K
|
–
|
–
|
–
|
|
|
28
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$4.95K
|
–
|
–
|
–
|
|
|
29
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.75K
|
–
|
–
|
–
|
|
|
30
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$4.18K
|
+$5.44K
|
+272
|
New
|
|
|
31
|
Merit Financial Group
Alpharetta,
Georgia
|
$3.99K
|
–
|
–
|
–
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$3.87K
|
+$5.04K
|
+252
|
New
|
|
|
33
|
Dover Advisors
Richmond,
Virginia
|
$3.84K
|
+$5K
|
+250
|
New
|
|
|
34
|
West Michigan Advisors
Holland,
Michigan
|
$3.8K
|
+$4.96K
|
+248
|
New
|
|
|
35
|
Avantax Advisory Services
Dallas,
Texas
|
$3.58K
|
–
|
–
|
–
|
|
|
36
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$3.07K
|
–
|
–
|
–
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.08K
|
–
|
–
|
–
|
|
|
38
|
Clearstead Advisors
Cleveland,
Ohio
|
$340
|
–
|
–
|
–
|
|
|
39
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$307
|
–
|
–
|
–
|
|
|
40
|
Bank of America
Charlotte,
North Carolina
|
$247
|
+$320
|
+16
|
New
|
|
|
41
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$85
|
+$120
|
+6
|
New
|
|
|
42
|
|
$71
|
+$20
|
+1
|
+25%
|
|
|
43
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
–
|
-$93.9K
|
-3,755
|
Closed
|
|
|
44
|
Symmetry Peak Management
Radnor,
Pennsylvania
|
–
|
-$45K
|
-1,800
|
Closed
|
|
|
45
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
–
|
-$31.8K
|
-1,272
|
Closed
|
|
|
46
|
High Falls Advisors
Rochester,
New York
|
–
|
-$13.5K
|
-540
|
Closed
|
|
|
47
|
Citadel Advisors
Miami,
Florida
|
–
|
-$13.4K
|
-537
|
Closed
|
|
|
48
|
AssetMark Inc
Concord,
California
|
–
|
-$491
|
-20
|
Closed
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
–
|
-$295
|
-12
|
Closed
|
|
