|
51
|
Global Retirement Partners
San Rafael,
California
|
$15K
|
–
|
–
|
–
|
|
|
52
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$12K
|
–
|
–
|
–
|
|
|
53
|
William Blair & Company
Chicago,
Illinois
|
$12K
|
–
|
–
|
–
|
|
|
54
|
Golden State Wealth Management
Santa Ana,
California
|
$11K
|
–
|
–
|
–
|
|
|
55
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$7.07K
|
–
|
–
|
–
|
|
|
56
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$5K
|
-$2.57K
|
-75
|
-36%
|
|
|
57
|
Creative Financial Designs
Kokomo,
Indiana
|
$5K
|
–
|
–
|
–
|
|
|
58
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$5K
|
+$4.96K
|
+145
|
New
|
|
|
59
|
Parallel Advisors
San Francisco,
California
|
$3K
|
-$10.1K
|
-295
|
-75%
|
|
|
60
|
Royal Fund Management
Lady Lake,
Florida
|
$3K
|
-$1.09K
|
-32
|
-26%
|
|
|
61
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$2K
|
+$1.68K
|
+49
|
New
|
|
|
62
|
|
$1K
|
–
|
–
|
–
|
|
|
63
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$34
|
+1
|
New
|
|
|
64
|
KWMG LLC
Overland Park,
Kansas
|
–
|
-$30K
|
-887
|
Closed
|
|
|
65
|
Intellectus Partners
San Francisco,
California
|
–
|
-$27K
|
-776
|
Closed
|
|
|
66
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$26K
|
-771
|
Closed
|
|
|
67
|
Clarus Wealth Advisors
Peoria,
Arizona
|
–
|
-$22K
|
-650
|
Closed
|
|
|
68
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$6K
|
-283
|
Closed
|
|
|
69
|
Private Capital Group
West Hartford,
Connecticut
|
–
|
-$7K
|
-205
|
Closed
|
|
|
70
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$4K
|
-126
|
Closed
|
|
|
71
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$34
|
+1
|
New
|
|
