|
51
|
Evoke Wealth
Los Angeles,
California
|
$68K
|
–
|
–
|
–
|
|
|
52
|
Endurance Wealth Management
Providence,
Rhode Island
|
$62K
|
+$63K
|
+1,600
|
New
|
|
|
53
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$43K
|
–
|
–
|
–
|
|
|
54
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$34.6K
|
–
|
–
|
–
|
|
|
55
|
Tortoise Investment Management
White Plains,
New York
|
$34K
|
+$945
|
+24
|
+3%
|
|
|
56
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$33.8K
|
+$709
|
+18
|
+2%
|
|
|
57
|
Geneos Wealth Management
Englewood,
Colorado
|
$23K
|
–
|
–
|
–
|
|
|
58
|
Wells Fargo
San Francisco,
California
|
$23K
|
+$8.9K
|
+226
|
+62%
|
|
|
59
|
|
$21K
|
–
|
–
|
–
|
|
|
60
|
Advisornet Financial
Minnetonka,
Minnesota
|
$16K
|
+$16.1K
|
+408
|
+10,200%
|
|
|
61
|
UBS Group
Zurich,
Switzerland
|
$14K
|
+$5.91K
|
+150
|
+71%
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$11K
|
+$11K
|
+280
|
New
|
|
|
63
|
IFP Advisors
Tampa,
Florida
|
$7K
|
+$7.87K
|
+200
|
New
|
|
|
64
|
Evermay Wealth Management
Arlington,
Virginia
|
$5K
|
–
|
–
|
–
|
|
|
65
|
Castleview Partners
Dallas,
Texas
|
$3K
|
+$3.94K
|
+100
|
New
|
|
|
66
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
67
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$7.77M
|
-185,282
|
Closed
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$253K
|
-6,030
|
Closed
|
|
|
69
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
–
|
-$210K
|
-5,010
|
Closed
|
|
|
70
|
Elmwood Wealth Management
Berkeley,
California
|
–
|
-$19K
|
-450
|
Closed
|
|
