|
26
|
Geneos Wealth Management
Englewood,
Colorado
|
$150K
|
–
|
–
|
–
|
|
|
27
|
Sonora Investment Management
Tucson,
Arizona
|
$114K
|
–
|
–
|
–
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$112K
|
+$66.3K
|
+2,062
|
+144%
|
|
|
29
|
Advisor Group
Phoenix,
Arizona
|
$48K
|
+$8.98K
|
+279
|
+23%
|
|
|
30
|
William Blair & Company
Chicago,
Illinois
|
$22K
|
–
|
–
|
–
|
|
|
31
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$19K
|
+$3.25K
|
+101
|
+20%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14K
|
+$901
|
+28
|
+7%
|
|
|
33
|
Lee Financial
Dallas,
Texas
|
$13K
|
–
|
–
|
–
|
|
|
34
|
American Portfolios Advisors
Holbrook,
New York
|
$8.56K
|
–
|
–
|
–
|
|
|
35
|
America First Investment Advisors
Omaha,
Nebraska
|
$7K
|
–
|
–
|
–
|
|
|
36
|
Cribstone Capital Management
Augusta,
Maine
|
$7K
|
–
|
–
|
–
|
|
|
37
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
38
|
|
–
|
-$1M
|
-30,696
|
Closed
|
|
|
39
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
–
|
-$811K
|
-24,867
|
Closed
|
|
|
40
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
–
|
-$449K
|
-13,702
|
Closed
|
|
|
41
|
Vigilant Capital Management
Portland,
Maine
|
–
|
-$278K
|
-8,520
|
Closed
|
|
|
42
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
–
|
-$167K
|
-5,128
|
Closed
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
–
|
-$46.2K
|
-1,437
|
-100%
|
|
|
44
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
–
|
-$23K
|
-702
|
Closed
|
|
