|
26
|
Selective Wealth Management
Forest,
Virginia
|
$10K
|
–
|
–
|
–
|
|
|
27
|
Fidelity Investments
Boston,
Massachusetts
|
$8K
|
-$13.3K
|
-528
|
-60%
|
|
|
28
|
Parallel Advisors
San Francisco,
California
|
$7K
|
–
|
–
|
–
|
|
|
29
|
Spire Wealth Management
Mclean,
Virginia
|
$5K
|
–
|
–
|
–
|
|
|
30
|
Rockefeller Capital Management
New York
|
$5K
|
+$76
|
+3
|
+1%
|
|
|
31
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
32
|
WhitTier Trust Company
Reno,
Nevada
|
$4K
|
–
|
–
|
–
|
|
|
33
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$2K
|
+$25
|
+1
|
+1%
|
|
|
34
|
Harbour Investments
Madison,
Wisconsin
|
$1K
|
-$21.5K
|
-853
|
-94%
|
|
|
35
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
36
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
37
|
PFS Partners
Mine Hill,
New Jersey
|
$146
|
+$151
|
+6
|
New
|
|
|
38
|
Segall Bryant & Hamill
Chicago,
Illinois
|
–
|
-$2.25M
|
-90,558
|
Closed
|
|
|
39
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$918K
|
-36,876
|
Closed
|
|
|
40
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$474K
|
-19,047
|
Closed
|
|
|
41
|
Haverford Trust Company
Radnor,
Pennsylvania
|
–
|
-$388K
|
-15,571
|
Closed
|
|
|
42
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$223K
|
-8,963
|
Closed
|
|
|
43
|
Millburn Ridgefield Corp
New York
|
–
|
-$30K
|
-1,218
|
Closed
|
|
|
44
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$30K
|
-1,204
|
Closed
|
|
|
45
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$1.86K
|
-74
|
-81%
|
|
|
46
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$1K
|
-30
|
Closed
|
|
|
47
|
Resources Management Corp
West Hartford,
Connecticut
|
–
|
-$1K
|
-30
|
Closed
|
|
|
48
|
Baystate Wealth Management
Boston,
Massachusetts
|
–
|
+$176
|
+7
|
New
|
|
