|
26
|
Abacus Planning Group
Columbia,
South Carolina
|
$303K
|
–
|
–
|
–
|
|
|
27
|
Asset Dedication LLC
San Francisco,
California
|
$281K
|
–
|
–
|
–
|
|
|
28
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$281K
|
–
|
–
|
–
|
|
|
29
|
|
$272K
|
-$248K
|
-6,226
|
-50%
|
|
|
30
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$266K
|
-$10.5K
|
-263
|
-4%
|
|
|
31
|
Diversified Trust
Memphis,
Tennessee
|
$218K
|
+$202K
|
+5,080
|
New
|
|
|
32
|
Parkworth Wealth Management
Los Gatos,
California
|
$212K
|
-$159
|
-4
|
-0.1%
|
|
|
33
|
Biltmore Family Office
Charlotte,
North Carolina
|
$123K
|
–
|
–
|
–
|
|
|
34
|
NBT Bank
Norwich,
New York
|
$97K
|
–
|
–
|
–
|
|
|
35
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$94.7K
|
–
|
–
|
–
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$93K
|
–
|
–
|
–
|
|
|
37
|
Longview Asset Management (California)
San Rafael,
California
|
$87.6K
|
–
|
–
|
–
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$87.2K
|
+$359
|
+9
|
+0.4%
|
|
|
39
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$53.4K
|
+$44.4K
|
+1,114
|
+796%
|
|
|
40
|
UBS Group
Zurich,
Switzerland
|
$33.9K
|
+$31.5K
|
+791
|
New
|
|
|
41
|
Physician Wealth Advisors
Midvale,
Utah
|
$25K
|
-$199
|
-5
|
-0.9%
|
|
|
42
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$7.38K
|
–
|
–
|
–
|
|
|
43
|
|
$1.84K
|
–
|
–
|
–
|
|
|
44
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.29K
|
-$24.2K
|
-607
|
-95%
|
|
|
45
|
Wolff Wiese Magana
Carslbad,
California
|
$1.03K
|
+$956
|
+24
|
New
|
|
|
46
|
|
$54
|
–
|
–
|
–
|
|
|
47
|
|
–
|
-$256K
|
-6,663
|
Closed
|
|
|
48
|
Coldstream Capital Management
Bellevue,
Washington
|
–
|
-$66.9K
|
-1,750
|
Closed
|
|
|
49
|
NorthRock Partners
Minneapolis,
Minnesota
|
–
|
-$19.9K
|
-520
|
Closed
|
|
|
50
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$1.86K
|
-50
|
Closed
|
|
