|
26
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$216K
|
-$4.25K
|
-206
|
-2%
|
|
|
27
|
Allworth Financial
Folsom,
California
|
$161K
|
+$168K
|
+8,154
|
New
|
|
|
28
|
Trivant Custom Portfolio Group
San Diego,
California
|
$121K
|
–
|
–
|
–
|
|
|
29
|
US Bancorp
Minneapolis,
Minnesota
|
$107K
|
–
|
–
|
–
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$89K
|
+$24.1K
|
+1,168
|
+37%
|
|
|
31
|
IFP Advisors
Tampa,
Florida
|
$88.1K
|
-$3.35K
|
-162
|
-4%
|
|
|
32
|
Pacific Center for Financial Services
San Ramon,
California
|
$44.5K
|
-$1.38K
|
-67
|
-3%
|
|
|
33
|
Creekmur Asset Management
Morton,
Illinois
|
$25.3K
|
-$95K
|
-4,601
|
-79%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$8.98K
|
+$1.65K
|
+80
|
+22%
|
|
|
35
|
Principal Securities
Des Moines,
Iowa
|
$8.84K
|
–
|
–
|
–
|
|
|
36
|
Farther Finance Advisors
San Francisco,
California
|
$6.63K
|
–
|
–
|
–
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.23K
|
-$60.8K
|
-2,946
|
-93%
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.12K
|
–
|
–
|
–
|
|
|
39
|
Arax Advisory Partners
Denver,
Colorado
|
$611
|
–
|
–
|
–
|
|
|
40
|
Blue Trust Inc
Alpharetta,
Georgia
|
$219
|
–
|
–
|
–
|
|
|
41
|
|
$37
|
-$21
|
-1
|
-50%
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$13
|
–
|
–
|
–
|
|
|
43
|
Northcape Wealth Management
Williamsville,
New York
|
–
|
-$873K
|
-43,928
|
Closed
|
|
|
44
|
Gainplan
Bloomfield Hills,
Michigan
|
–
|
-$610K
|
-30,722
|
Closed
|
|
|
45
|
Bank of New York Mellon
New York
|
–
|
-$255K
|
-12,830
|
Closed
|
|
|
46
|
Modern Wealth Management
Lenexa,
Kansas
|
–
|
-$203K
|
-10,218
|
Closed
|
|
|
47
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$131K
|
-6,606
|
Closed
|
|
|
48
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
–
|
-$2.98K
|
-150
|
Closed
|
|
|
49
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$60
|
-3
|
Closed
|
|
