|
26
|
HC Financial Advisors
Lafayette,
California
|
$170K
|
-$10.8K
|
-100
|
-6%
|
|
|
27
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$159K
|
–
|
–
|
–
|
|
|
28
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$135K
|
-$12.8K
|
-118
|
-8%
|
|
|
29
|
|
$70K
|
-$3.24K
|
-30
|
-4%
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$34K
|
–
|
–
|
–
|
|
|
31
|
|
$31K
|
+$32.4K
|
+300
|
New
|
|
|
32
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$27K
|
–
|
–
|
–
|
|
|
33
|
CVA Family Office
Denver,
Colorado
|
$18K
|
–
|
–
|
–
|
|
|
34
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$17K
|
+$108
|
+1
|
+0.7%
|
|
|
35
|
Liberty Wealth Management
Oakland,
California
|
$12K
|
–
|
–
|
–
|
|
|
36
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$11K
|
–
|
–
|
–
|
|
|
37
|
Fidelity Investments
Boston,
Massachusetts
|
$11K
|
+$10.8K
|
+100
|
New
|
|
|
38
|
|
$2K
|
–
|
–
|
–
|
|
|
39
|
Rockbridge Investment Management
Syracuse,
New York
|
$1K
|
–
|
–
|
–
|
|
|
40
|
Retirement Capital Strategies
San Jose,
California
|
–
|
-$882K
|
-8,391
|
Closed
|
|
|
41
|
|
–
|
-$249K
|
-2,374
|
Closed
|
|
|
42
|
UBS Group
Zurich,
Switzerland
|
–
|
-$155K
|
-1,475
|
Closed
|
|
|
43
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$4K
|
-36
|
Closed
|
|
|
44
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
–
|
-$2K
|
-20
|
Closed
|
|
|
45
|
Albion Financial Group
Salt Lake City,
Utah
|
–
|
+$10.8K
|
+100
|
New
|
|
