|
26
|
Geneos Wealth Management
Englewood,
Colorado
|
$87K
|
–
|
–
|
–
|
|
|
27
|
Steward Partners Investment Advisory
New York
|
$83K
|
+$81.5K
|
+2,473
|
New
|
|
|
28
|
Glassman Wealth Services
Vienna,
Virginia
|
$72K
|
+$49.8K
|
+1,510
|
+246%
|
|
|
29
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$60K
|
–
|
–
|
–
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27K
|
-$1.32K
|
-40
|
-5%
|
|
|
31
|
|
$19K
|
-$1.2M
|
-36,408
|
-98%
|
|
|
32
|
|
$16K
|
–
|
–
|
–
|
|
|
33
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$14K
|
–
|
–
|
–
|
|
|
34
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$14K
|
+$13.2K
|
+400
|
New
|
|
|
35
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
36
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.75K
|
+$6.59K
|
+200
|
New
|
|
|
37
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$5K
|
+$5.28K
|
+160
|
New
|
|
|
38
|
Golden State Wealth Management
Santa Ana,
California
|
$4K
|
-$5.54K
|
-168
|
-56%
|
|
|
39
|
Financial Management Professionals
Austin,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
40
|
|
$2K
|
–
|
–
|
–
|
|
|
41
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
42
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
43
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$1.23M
|
-35,935
|
Closed
|
|
|
44
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$233K
|
-6,802
|
Closed
|
|
|
45
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$24K
|
-700
|
Closed
|
|
|
46
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$3K
|
-87
|
Closed
|
|
|
47
|
WealthBridge Capital Management
Westerville,
Ohio
|
–
|
-$1K
|
-30
|
Closed
|
|
