|
26
|
Root Financial Partners
Encinitas,
California
|
$4.2K
|
–
|
–
|
–
|
|
|
27
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$3.47K
|
–
|
–
|
–
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$3.43K
|
+$3.79K
|
+109
|
+3,633%
|
|
|
29
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.91K
|
-$452
|
-13
|
-12%
|
|
|
30
|
McGuire Capital Advisors
Bethany,
Oklahoma
|
$2.21K
|
-$70
|
-2
|
-3%
|
|
|
31
|
Harbour Investments
Madison,
Wisconsin
|
$2.15K
|
+$2.29K
|
+66
|
+1,650%
|
|
|
32
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$2.14K
|
+$2.43K
|
+70
|
New
|
|
|
33
|
|
$955
|
-$5.74K
|
-165
|
-84%
|
|
|
34
|
Duncker Streett & Co
St. Louis,
Missouri
|
$613
|
–
|
–
|
–
|
|
|
35
|
Jones Financial Companies
Des Peres,
Missouri
|
$450
|
+$521
|
+15
|
New
|
|
|
36
|
CoreCap Advisors
Southfield,
Michigan
|
$307
|
–
|
–
|
–
|
|
|
37
|
Clearstead Advisors
Cleveland,
Ohio
|
$307
|
+$348
|
+10
|
New
|
|
|
38
|
Hollencrest Capital Management
Newport Beach,
California
|
$153
|
–
|
–
|
–
|
|
|
39
|
Huntington National Bank
Columbus,
Ohio
|
$40
|
–
|
–
|
–
|
|
|
40
|
Quadrature Capital
London,
United Kingdom
|
–
|
-$3.8M
|
-101,906
|
Closed
|
|
|
41
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
–
|
-$656K
|
-17,583
|
Closed
|
|
|
42
|
Kestra Private Wealth Services
Austin,
Texas
|
–
|
-$265K
|
-7,109
|
Closed
|
|
|
43
|
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
|
–
|
-$233K
|
-6,236
|
Closed
|
|
|
44
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
–
|
-$208K
|
-5,585
|
Closed
|
|
|
45
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$208K
|
-5,568
|
Closed
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$111K
|
-2,980
|
Closed
|
|
|
47
|
Arax Advisory Partners
Denver,
Colorado
|
–
|
-$26.1K
|
-700
|
Closed
|
|
|
48
|
Wealth Watch Advisors
Englewood,
Colorado
|
–
|
-$23.3K
|
-623
|
Closed
|
|
|
49
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$22.2K
|
-594
|
Closed
|
|
|
50
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$6.5K
|
-170
|
Closed
|
|
