|
101
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$4K
|
–
|
–
|
–
|
|
|
102
|
Professional Financial Advisors
North Platte,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
103
|
Leelyn Smith
Geneva,
Illinois
|
$4K
|
+$3.78K
|
+76
|
New
|
|
|
104
|
St. James Investment Advisors
Port Jefferson,
New York
|
$3K
|
–
|
–
|
–
|
|
|
105
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$2.66M
|
-53,555
|
Closed
|
|
|
106
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
–
|
-$1.13M
|
-22,785
|
Closed
|
|
|
107
|
Windsor Wealth Management
Indianapolis,
Indiana
|
–
|
-$640K
|
-12,870
|
Closed
|
|
|
108
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$590K
|
-11,862
|
Closed
|
|
|
109
|
Flow Traders U.S.
New York
|
–
|
-$580K
|
-11,659
|
Closed
|
|
|
110
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
–
|
-$535K
|
-10,761
|
Closed
|
|
|
111
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$523K
|
-10,516
|
Closed
|
|
|
112
|
McDonald Partners
Cleveland,
Ohio
|
–
|
-$467K
|
-9,390
|
Closed
|
|
|
113
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$447K
|
-8,989
|
Closed
|
|
|
114
|
Simplicity Solutions
Minneapolis,
Minnesota
|
–
|
-$444K
|
-8,939
|
Closed
|
|
|
115
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$332K
|
-6,668
|
Closed
|
|
|
116
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
–
|
-$331K
|
-6,664
|
Closed
|
|
|
117
|
Prudential Financial
Newark,
New Jersey
|
–
|
-$309K
|
-6,222
|
Closed
|
|
|
118
|
Davenport & Co
Richmond,
Virginia
|
–
|
-$258K
|
-5,190
|
Closed
|
|
|
119
|
Kelly Financial Services
Braintree,
Massachusetts
|
–
|
-$257K
|
-5,161
|
Closed
|
|
|
120
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
–
|
-$200K
|
-4,023
|
Closed
|
|
|
121
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$41K
|
-825
|
Closed
|
|
|
122
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$50
|
+1
|
New
|
|
|
123
|
Wells Fargo
San Francisco,
California
|
–
|
+$50
|
+1
|
New
|
|
