|
26
|
US Bancorp
Minneapolis,
Minnesota
|
$185K
|
–
|
–
|
–
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$159K
|
-$165K
|
-3,319
|
-50%
|
|
|
28
|
Geneos Wealth Management
Englewood,
Colorado
|
$125K
|
+$20.2K
|
+406
|
+18%
|
|
|
29
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$104K
|
–
|
–
|
–
|
|
|
30
|
NewEdge Advisors
New Orleans,
Louisiana
|
$47.1K
|
-$59.1K
|
-1,188
|
-54%
|
|
|
31
|
Sunbelt Securities
Houston,
Texas
|
$28.5K
|
–
|
–
|
–
|
|
|
32
|
WestEnd Advisors
Charlotte,
North Carolina
|
$26.7K
|
+$28K
|
+563
|
New
|
|
|
33
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$9.4K
|
–
|
–
|
–
|
|
|
34
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$6.65K
|
-$32.1K
|
-645
|
-82%
|
|
|
35
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$4.32K
|
+$4.53K
|
+91
|
New
|
|
|
36
|
PSI Advisors
Tampa,
Florida
|
$3.32K
|
–
|
–
|
–
|
|
|
37
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.38K
|
+$1.44K
|
+29
|
New
|
|
|
39
|
|
$95
|
+$50
|
+1
|
+100%
|
|
|
40
|
Cambria Investment Management
Manhattan Beach,
California
|
–
|
-$13.5M
|
-274,007
|
Closed
|
|
|
41
|
Nilsine Partners
Greenwood Village,
Colorado
|
–
|
-$9.06M
|
-183,617
|
Closed
|
|
|
42
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
–
|
-$621K
|
-12,589
|
Closed
|
|
|
43
|
Private Advisory Group
Redmond,
Washington
|
–
|
-$509K
|
-10,306
|
Closed
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$330K
|
-6,450
|
Closed
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$310K
|
-6,277
|
Closed
|
|
|
46
|
Stephens Inc
Little Rock,
Arkansas
|
–
|
-$261K
|
-5,284
|
Closed
|
|
|
47
|
SimplyRich
Carlsbad,
California
|
–
|
-$246K
|
-5,000
|
Closed
|
|
|
48
|
Private Trust Company
Cleveland,
Ohio
|
–
|
-$145K
|
-2,931
|
Closed
|
|
|
49
|
AssetMark Inc
Concord,
California
|
–
|
-$21.6K
|
-438
|
Closed
|
|
