|
26
|
Bank of New York Mellon
New York
|
$215K
|
+$204K
|
+7,148
|
New
|
|
|
27
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$204K
|
+$194K
|
+6,790
|
New
|
|
|
28
|
Global Retirement Partners
San Rafael,
California
|
$199K
|
–
|
–
|
–
|
|
|
29
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$102K
|
-$143K
|
-5,000
|
-60%
|
|
|
30
|
IFP Advisors
Tampa,
Florida
|
$87K
|
-$4.97K
|
-174
|
-6%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$48K
|
+$45.7K
|
+1,600
|
New
|
|
|
32
|
Wells Fargo
San Francisco,
California
|
$33K
|
+$31.4K
|
+1,100
|
+110,000%
|
|
|
33
|
Rational Advisors
Huntington,
New York
|
$21K
|
+$20.3K
|
+712
|
New
|
|
|
34
|
Geneos Wealth Management
Englewood,
Colorado
|
$18K
|
–
|
–
|
–
|
|
|
35
|
American Portfolios Advisors
Holbrook,
New York
|
$12K
|
–
|
–
|
–
|
|
|
36
|
Rockefeller Capital Management
New York
|
$5K
|
–
|
–
|
–
|
|
|
37
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
38
|
Great Valley Advisor Group
Wilmington,
Delaware
|
–
|
-$6.63M
|
-233,503
|
Closed
|
|
|
39
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$4.4M
|
-155,121
|
Closed
|
|
|
40
|
|
–
|
-$867K
|
-30,555
|
Closed
|
|
|
41
|
Briaud Financial Planning
College Station,
Texas
|
–
|
-$517K
|
-18,232
|
Closed
|
|
|
42
|
Sandbox Financial Partners
Bethesda,
Maryland
|
–
|
-$239K
|
-8,423
|
Closed
|
|
|
43
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$193K
|
-6,815
|
Closed
|
|
|
44
|
|
–
|
-$18K
|
-625
|
Closed
|
|
|
45
|
|
–
|
-$16K
|
-550
|
Closed
|
|
|
46
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$7K
|
-230
|
Closed
|
|
