|
51
|
SVB Wealth
Boston,
Massachusetts
|
$10K
|
+$9.64K
|
+200
|
New
|
|
|
52
|
|
$9K
|
–
|
–
|
–
|
|
|
53
|
|
$8K
|
–
|
–
|
–
|
|
|
54
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
55
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7K
|
-$115K
|
-2,382
|
-94%
|
|
|
56
|
Asset Dedication LLC
San Francisco,
California
|
$7K
|
–
|
–
|
–
|
|
|
57
|
Matthew Hamilton Rosenberg
|
$7K
|
–
|
–
|
–
|
|
|
58
|
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
59
|
Weaver Consulting Group
Huntington Beach,
California
|
$4K
|
–
|
–
|
–
|
|
|
60
|
Fidelity Investments
Boston,
Massachusetts
|
$3K
|
-$23K
|
-477
|
-88%
|
|
|
61
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3K
|
+$3.42K
|
+71
|
New
|
|
|
62
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$2.43K
|
+$2.46K
|
+51
|
New
|
|
|
63
|
Steward Partners Investment Advisory
New York
|
$2K
|
-$16.5K
|
-342
|
-91%
|
|
|
64
|
Global Retirement Partners
San Rafael,
California
|
$2K
|
-$1.5K
|
-31
|
-49%
|
|
|
65
|
Zions Bancorporation
Salt Lake City,
Utah
|
$2K
|
+$2.27K
|
+47
|
New
|
|
|
66
|
American Portfolios Advisors
Holbrook,
New York
|
$1.48K
|
–
|
–
|
–
|
|
|
67
|
Arax Advisory Partners
Denver,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
68
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
69
|
Fortis Group Advisors
Westwood,
New Jersey
|
$1K
|
+$1.11K
|
+23
|
New
|
|
|
70
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$405K
|
-8,950
|
Closed
|
|
|
71
|
VeraBank
Henderson,
Texas
|
–
|
-$317K
|
-7,011
|
Closed
|
|
|
72
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$201K
|
-4,445
|
Closed
|
|
|
73
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$43K
|
-957
|
Closed
|
|
|
74
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$20K
|
-453
|
Closed
|
|
|
75
|
Kore Private Wealth
New York
|
–
|
-$13K
|
-291
|
Closed
|
|
