|
26
|
Private Ocean
San Rafael,
California
|
$81K
|
–
|
–
|
–
|
|
|
27
|
TCI Wealth Advisors
Tucson,
Arizona
|
$71K
|
–
|
–
|
–
|
|
|
28
|
Steward Partners Investment Advisory
New York
|
$53K
|
–
|
–
|
–
|
|
|
29
|
Geneos Wealth Management
Englewood,
Colorado
|
$44K
|
–
|
–
|
–
|
|
|
30
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$29K
|
–
|
–
|
–
|
|
|
31
|
Advisor Group
Phoenix,
Arizona
|
$25K
|
-$18.3K
|
-433
|
-42%
|
|
|
32
|
Westside Investment Management
Santa Monica,
California
|
$21K
|
–
|
–
|
–
|
|
|
33
|
Global Retirement Partners
San Rafael,
California
|
$19K
|
–
|
–
|
–
|
|
|
34
|
IFP Advisors
Tampa,
Florida
|
$18K
|
+$423
|
+10
|
+2%
|
|
|
35
|
Asset Dedication LLC
San Francisco,
California
|
$16K
|
+$42
|
+1
|
+0.3%
|
|
|
36
|
Truvestments Capital
Sarasota,
Florida
|
$10K
|
+$9.55K
|
+226
|
New
|
|
|
37
|
Advisory Services Network
Atlanta,
Georgia
|
$9K
|
+$42
|
+1
|
+0.5%
|
|
|
38
|
|
$8K
|
-$23K
|
-545
|
-73%
|
|
|
39
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$7K
|
+$7.06K
|
+167
|
New
|
|
|
40
|
Front Row Advisors
Tiburon,
California
|
$6K
|
–
|
–
|
–
|
|
|
41
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$4.2K
|
–
|
–
|
–
|
|
|
42
|
WealthShield Partners
Cary,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
43
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
44
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.36M
|
-32,414
|
Closed
|
|
|
45
|
Karp Capital Management
Sausalito,
California
|
–
|
-$997K
|
-23,826
|
Closed
|
|
|
46
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
–
|
-$740K
|
-17,673
|
Closed
|
|
|
47
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
–
|
-$613K
|
-14,651
|
Closed
|
|
|
48
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
–
|
-$247K
|
-5,891
|
Closed
|
|
|
49
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$93K
|
-2,223
|
Closed
|
|
|
50
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$87K
|
-2,065
|
Closed
|
|
