|
26
|
Global Retirement Partners
San Rafael,
California
|
$131K
|
–
|
–
|
–
|
|
|
27
|
Trivant Custom Portfolio Group
San Diego,
California
|
$118K
|
–
|
–
|
–
|
|
|
28
|
Creekmur Asset Management
Morton,
Illinois
|
$116K
|
-$168K
|
-8,685
|
-60%
|
|
|
29
|
US Bancorp
Minneapolis,
Minnesota
|
$104K
|
–
|
–
|
–
|
|
|
30
|
IFP Advisors
Tampa,
Florida
|
$89.2K
|
+$271
|
+14
|
+0.3%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$63K
|
-$33.3K
|
-1,718
|
-35%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$62.7K
|
-$17.9K
|
-923
|
-23%
|
|
|
33
|
Pacific Center for Financial Services
San Ramon,
California
|
$44.8K
|
-$9.01K
|
-465
|
-17%
|
|
|
34
|
Principal Securities
Des Moines,
Iowa
|
$8.62K
|
–
|
–
|
–
|
|
|
35
|
UBS Group
Zurich,
Switzerland
|
$7.17K
|
+$7K
|
+361
|
New
|
|
|
36
|
Farther Finance Advisors
San Francisco,
California
|
$6.48K
|
+$6.28K
|
+324
|
New
|
|
|
37
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$2.98K
|
–
|
–
|
–
|
|
|
38
|
FSA Wealth Management
Needham,
Massachusetts
|
$1.24K
|
–
|
–
|
–
|
|
|
39
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.09K
|
-$3.1K
|
-160
|
-74%
|
|
|
40
|
Arax Advisory Partners
Denver,
Colorado
|
$597
|
–
|
–
|
–
|
|
|
41
|
Blue Trust Inc
Alpharetta,
Georgia
|
$219
|
+$213
|
+11
|
New
|
|
|
42
|
Fidelity Investments
Boston,
Massachusetts
|
$60
|
+$58
|
+3
|
New
|
|
|
43
|
|
$44
|
+$19
|
+1
|
+100%
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$20
|
–
|
–
|
–
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$2.33M
|
-119,853
|
Closed
|
|
|
46
|
Upper Left Wealth Management
Tampa,
Florida
|
–
|
-$849K
|
-43,697
|
Closed
|
|
|
47
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
–
|
-$637K
|
-32,796
|
Closed
|
|
|
48
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$334K
|
-17,070
|
Closed
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$317K
|
-16,312
|
Closed
|
|
|
50
|
Lee Financial
Dallas,
Texas
|
–
|
-$134K
|
-6,904
|
Closed
|
|
