|
26
|
Private Ocean
San Rafael,
California
|
$60K
|
–
|
–
|
–
|
|
|
27
|
Steward Partners Investment Advisory
New York
|
$39K
|
–
|
–
|
–
|
|
|
28
|
Asset Dedication LLC
San Francisco,
California
|
$31K
|
+$37.9K
|
+987
|
New
|
|
|
29
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$22K
|
-$20.5K
|
-535
|
-44%
|
|
|
30
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$21K
|
–
|
–
|
–
|
|
|
31
|
Geneos Wealth Management
Englewood,
Colorado
|
$17K
|
–
|
–
|
–
|
|
|
32
|
Global Retirement Partners
San Rafael,
California
|
$15K
|
–
|
–
|
–
|
|
|
33
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$14K
|
+$16.9K
|
+440
|
New
|
|
|
34
|
Advisornet Financial
Minnetonka,
Minnesota
|
$13K
|
–
|
–
|
–
|
|
|
35
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$13K
|
–
|
–
|
–
|
|
|
36
|
Advisory Services Network
Atlanta,
Georgia
|
$7K
|
–
|
–
|
–
|
|
|
37
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$6K
|
+$7.53K
|
+196
|
New
|
|
|
38
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
$6K
|
+$7.68K
|
+200
|
New
|
|
|
39
|
Front Row Advisors
Tiburon,
California
|
$5K
|
–
|
–
|
–
|
|
|
40
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3K
|
–
|
–
|
–
|
|
|
41
|
US Bancorp
Minneapolis,
Minnesota
|
$2K
|
+$3K
|
+78
|
New
|
|
|
42
|
Westside Investment Management
Santa Monica,
California
|
$15
|
+$19.2K
|
+500
|
New
|
|
|
43
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
–
|
-$12.5M
|
-294,345
|
Closed
|
|
|
44
|
Xponance
Philadelphia,
Pennsylvania
|
–
|
-$3.28M
|
-77,061
|
Closed
|
|
|
45
|
GHP Investment Advisors
Denver,
Colorado
|
–
|
-$459K
|
-10,769
|
Closed
|
|
|
46
|
First Midwest Bank Trust Division
Joliet,
Illinois
|
–
|
-$239K
|
-5,607
|
Closed
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$222K
|
-5,214
|
Closed
|
|
|
48
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$201K
|
-4,723
|
Closed
|
|
|
49
|
TrustCore Financial Services
Brentwood,
Tennessee
|
–
|
-$25K
|
-575
|
Closed
|
|
|
50
|
Ranch Capital Advisors
Sarasota,
Florida
|
–
|
-$10K
|
-226
|
Closed
|
|
