|
26
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$263K
|
+$263K
|
+6,876
|
New
|
|
|
27
|
|
$256K
|
+$255K
|
+6,663
|
New
|
|
|
28
|
Asset Dedication LLC
San Francisco,
California
|
$251K
|
–
|
–
|
–
|
|
|
29
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$251K
|
–
|
–
|
–
|
|
|
30
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$247K
|
-$50.8K
|
-1,325
|
-17%
|
|
|
31
|
Parkworth Wealth Management
Los Gatos,
California
|
$189K
|
+$77
|
+2
|
+0%
|
|
|
32
|
Biltmore Family Office
Charlotte,
North Carolina
|
$110K
|
-$3.83K
|
-100
|
-3%
|
|
|
33
|
NBT Bank
Norwich,
New York
|
$86.5K
|
–
|
–
|
–
|
|
|
34
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$84.5K
|
–
|
–
|
–
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$82.9K
|
–
|
–
|
–
|
|
|
36
|
Longview Asset Management (California)
San Rafael,
California
|
$78.2K
|
–
|
–
|
–
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$77.4K
|
+$49.8K
|
+1,300
|
+179%
|
|
|
38
|
Coldstream Capital Management
Bellevue,
Washington
|
$66.9K
|
+$67K
|
+1,750
|
New
|
|
|
39
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$24.4K
|
-$2M
|
-52,340
|
-99%
|
|
|
40
|
Physician Wealth Advisors
Midvale,
Utah
|
$22.4K
|
+$1.72K
|
+45
|
+8%
|
|
|
41
|
NorthRock Partners
Minneapolis,
Minnesota
|
$19.9K
|
–
|
–
|
–
|
|
|
42
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$6.58K
|
-$2.11K
|
-55
|
-24%
|
|
|
43
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$5.35K
|
+$5.36K
|
+140
|
New
|
|
|
44
|
Principal Securities
Des Moines,
Iowa
|
$1.86K
|
–
|
–
|
–
|
|
|
45
|
|
$1.65K
|
-$1.07K
|
-28
|
-39%
|
|
|
46
|
|
$39
|
–
|
–
|
–
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$27
|
–
|
–
|
–
|
|
|
48
|
Clarius Group LLC
Seattle,
Washington
|
–
|
-$498K
|
-13,356
|
Closed
|
|
|
49
|
Financial Insights
Tacoma,
Washington
|
–
|
-$275K
|
-7,373
|
Closed
|
|
|
50
|
UBS Group
Zurich,
Switzerland
|
–
|
-$14.5K
|
-388
|
Closed
|
|
