|
26
|
&Partners
Nashville,
Tennessee
|
$231K
|
-$129K
|
-1,110
|
-34%
|
|
|
27
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$220K
|
-$30.1K
|
-258
|
-11%
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$215K
|
-$125K
|
-1,073
|
-35%
|
|
|
29
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$129K
|
+$119K
|
+1,018
|
New
|
|
|
30
|
Arax Advisory Partners
Denver,
Colorado
|
$99.9K
|
–
|
–
|
–
|
|
|
31
|
IFP Advisors
Tampa,
Florida
|
$59K
|
+$24.2K
|
+208
|
+60%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$55.8K
|
+$47.8K
|
+410
|
+357%
|
|
|
33
|
Global Retirement Partners
San Rafael,
California
|
$55K
|
-$9.67K
|
-83
|
-14%
|
|
|
34
|
RhumbLine Advisers
Boston,
Massachusetts
|
$37K
|
-$57.2K
|
-491
|
-59%
|
|
|
35
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$19.4K
|
–
|
–
|
–
|
|
|
36
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$18.7K
|
-$699
|
-6
|
-3%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.9K
|
-$29.2K
|
-251
|
-68%
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.1K
|
–
|
–
|
–
|
|
|
39
|
AmeriFlex Group
Las Vegas,
Nevada
|
$10.6K
|
+$11.6K
|
+100
|
New
|
|
|
40
|
Fidelity Investments
Boston,
Massachusetts
|
$9.79K
|
-$7.8K
|
-67
|
-42%
|
|
|
41
|
NBT Bank
Norwich,
New York
|
$6.38K
|
–
|
–
|
–
|
|
|
42
|
Venturi Wealth Management
Austin,
Texas
|
$4.47K
|
–
|
–
|
–
|
|
|
43
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
44
|
Principal Securities
Des Moines,
Iowa
|
$2.34K
|
–
|
–
|
–
|
|
|
45
|
William Blair & Company
Chicago,
Illinois
|
$2.23K
|
+$2.45K
|
+21
|
New
|
|
|
46
|
Golden State Wealth Management
Santa Ana,
California
|
$1.06K
|
+$1.17K
|
+10
|
New
|
|
|
47
|
US Bancorp
Minneapolis,
Minnesota
|
$425
|
–
|
–
|
–
|
|
|
48
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$105
|
+$116
|
+1
|
New
|
|
|
49
|
CX Institutional
Auburn,
Indiana
|
–
|
-$14.6M
|
-115,142
|
Closed
|
|
|
50
|
Bridgewater Advisors
New York
|
–
|
-$1.75M
|
-14,575
|
Closed
|
|
