|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$18K
|
-$12K
|
-419
|
-39%
|
|
|
27
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$9K
|
+$9.42K
|
+328
|
New
|
|
|
28
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7K
|
-$19.9K
|
-693
|
-73%
|
|
|
29
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
30
|
Creative Financial Designs
Kokomo,
Indiana
|
$3K
|
–
|
–
|
–
|
|
|
31
|
IFP Advisors
Tampa,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
32
|
|
$3K
|
–
|
–
|
–
|
|
|
33
|
Steward Partners Investment Advisory
New York
|
$3K
|
–
|
–
|
–
|
|
|
34
|
Capital Planning Advisors
Roseville,
California
|
–
|
-$9.91M
|
-322,728
|
Closed
|
|
|
35
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
–
|
-$2.05M
|
-66,720
|
Closed
|
|
|
36
|
Tocqueville Asset Management
New York
|
–
|
-$1.18M
|
-38,386
|
Closed
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$1.11M
|
-36,186
|
Closed
|
|
|
38
|
|
–
|
-$1.03M
|
-33,454
|
Closed
|
|
|
39
|
Rockefeller Capital Management
New York
|
–
|
-$703K
|
-22,919
|
Closed
|
|
|
40
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$588K
|
-19,141
|
Closed
|
|
|
41
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
–
|
-$338K
|
-11,001
|
Closed
|
|
|
42
|
Equitable Holdings
New York
|
–
|
-$309K
|
-10,062
|
Closed
|
|
|
43
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
–
|
-$268K
|
-8,733
|
Closed
|
|
|
44
|
Bank of Marin
Novato,
California
|
–
|
-$217K
|
-7,054
|
Closed
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
–
|
-$30K
|
-982
|
Closed
|
|
