|
26
|
Cascade Financial Partners
San Diego,
California
|
$223K
|
+$221K
|
+3,650
|
New
|
|
|
27
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$212K
|
+$364
|
+6
|
+0.2%
|
|
|
28
|
Beacon Pointe Advisors
Newport Beach,
California
|
$208K
|
–
|
–
|
–
|
|
|
29
|
WealthShield Partners
Cary,
North Carolina
|
$204K
|
-$26.2K
|
-433
|
-12%
|
|
|
30
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$153K
|
+$148K
|
+2,435
|
New
|
|
|
31
|
Asset Dedication LLC
San Francisco,
California
|
$76K
|
–
|
–
|
–
|
|
|
32
|
SOA Wealth Advisors
New York
|
$55.8K
|
+$121
|
+2
|
+0.2%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$48.3K
|
+$61
|
+1
|
+0.1%
|
|
|
34
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$34.1K
|
+$61
|
+1
|
+0.2%
|
|
|
35
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
36
|
Principal Securities
Des Moines,
Iowa
|
$16K
|
+$970
|
+16
|
+7%
|
|
|
37
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$10.4K
|
–
|
–
|
–
|
|
|
38
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$6.29K
|
–
|
–
|
–
|
|
|
39
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4K
|
+$61
|
+1
|
+2%
|
|
|
40
|
Realta Investment Advisors
Wilmington,
Delaware
|
$3.9K
|
+$3.76K
|
+62
|
New
|
|
|
41
|
Main Street Group
Glen Allen,
Virginia
|
$2.51K
|
–
|
–
|
–
|
|
|
42
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$2.45K
|
-$1.21K
|
-20
|
-34%
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$497K
|
-8,175
|
Closed
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$293K
|
-4,796
|
Closed
|
|
|
45
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
–
|
-$136K
|
-2,234
|
Closed
|
|
|
46
|
Financial Gravity Asset Management
Lakeway,
Texas
|
–
|
-$194
|
-3
|
Closed
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$61
|
-1
|
Closed
|
|
