|
26
|
DeDora Capital
Napa,
California
|
$10K
|
+$9.47K
|
+258
|
New
|
|
|
27
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$7.31K
|
+$5.8K
|
+158
|
New
|
|
|
28
|
Tradition Wealth Management
Edina,
Minnesota
|
$7K
|
–
|
–
|
–
|
|
|
29
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
30
|
Geneos Wealth Management
Englewood,
Colorado
|
$5K
|
–
|
–
|
–
|
|
|
31
|
Steward Partners Investment Advisory
New York
|
$5K
|
–
|
–
|
–
|
|
|
32
|
Private Ocean
San Rafael,
California
|
$4K
|
–
|
–
|
–
|
|
|
33
|
GHP Investment Advisors
Denver,
Colorado
|
$2K
|
+$2.2K
|
+60
|
New
|
|
|
34
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$2K
|
+$2.35K
|
+64
|
New
|
|
|
35
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
36
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$1K
|
+$404
|
+11
|
+38%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$1.06M
|
-25,333
|
Closed
|
|
|
38
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$1.04M
|
-24,854
|
Closed
|
|
|
39
|
IHT Wealth Management
Chicago,
Illinois
|
–
|
-$259K
|
-6,187
|
Closed
|
|
|
40
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
–
|
-$43K
|
-1,017
|
Closed
|
|
|
41
|
Eaton Vance Management
Boston,
Massachusetts
|
–
|
-$42K
|
-1,000
|
Closed
|
|
|
42
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
–
|
-$36K
|
-880
|
Closed
|
|
|
43
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
–
|
-$4K
|
-102
|
Closed
|
|
|
44
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
–
|
-$2K
|
-40
|
Closed
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
–
|
-$37
|
-1
|
Closed
|
|
