|
76
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$16K
|
+$16.6K
|
+500
|
New
|
|
|
77
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$15.9K
|
–
|
–
|
–
|
|
|
78
|
Swan Capital
Pensacola,
Florida
|
$14.9K
|
+$15.5K
|
+466
|
New
|
|
|
79
|
Fidelity Investments
Boston,
Massachusetts
|
$11.1K
|
+$10.3K
|
+312
|
+867%
|
|
|
80
|
Operose Advisors
Milwaukee,
Wisconsin
|
$10.5K
|
+$10.9K
|
+328
|
New
|
|
|
81
|
AE Wealth Management
Topeka,
Kansas
|
$10.4K
|
–
|
–
|
–
|
|
|
82
|
Stance Capital
Boston,
Massachusetts
|
$7.43K
|
+$7.73K
|
+233
|
New
|
|
|
83
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.62K
|
–
|
–
|
–
|
|
|
84
|
Covestor
London,
United Kingdom
|
$1K
|
–
|
–
|
–
|
|
|
85
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$645
|
–
|
–
|
–
|
|
|
86
|
SHP Wealth Management
Plymouth,
Massachusetts
|
$447
|
–
|
–
|
–
|
|
|
87
|
Team Financial Group
Temecula,
California
|
$283
|
–
|
–
|
–
|
|
|
88
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$64
|
–
|
–
|
–
|
|
|
89
|
Wells Fargo
San Francisco,
California
|
$18
|
–
|
–
|
–
|
|
|
90
|
TrueMark Investments
Chicago,
Illinois
|
–
|
-$1.14M
|
-34,568
|
Closed
|
|
|
91
|
Park Avenue Securities
New York
|
–
|
-$951K
|
-28,795
|
Closed
|
|
|
92
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$869K
|
-26,328
|
Closed
|
|
|
93
|
Rockefeller Capital Management
New York
|
–
|
-$811K
|
-24,568
|
Closed
|
|
|
94
|
Diversify Advisory Services
Sandy,
Utah
|
–
|
-$816K
|
-24,234
|
Closed
|
|
|
95
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
–
|
-$535K
|
-16,199
|
Closed
|
|
|
96
|
Meridian Wealth Management
Lexington,
Kentucky
|
–
|
-$456K
|
-13,805
|
Closed
|
|
|
97
|
Collaborative Wealth Management
Lake Mary,
Florida
|
–
|
-$317K
|
-9,610
|
Closed
|
|
|
98
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$288K
|
-8,737
|
Closed
|
|
|
99
|
Keating Financial Advisory Services
Manhattan,
Kansas
|
–
|
-$219K
|
-6,643
|
Closed
|
|
|
100
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
–
|
-$135K
|
-4,100
|
Closed
|
|
