|
26
|
Wells Fargo
San Francisco,
California
|
$336K
|
+$12.6K
|
+396
|
+4%
|
|
|
27
|
Whalerock Point Partners
Providence,
Rhode Island
|
$333K
|
+$53.4K
|
+1,675
|
+20%
|
|
|
28
|
LPL Financial
San Diego,
California
|
$290K
|
-$25.3K
|
-793
|
-8%
|
|
|
29
|
|
$217K
|
–
|
–
|
–
|
|
|
30
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$143K
|
+$50.8K
|
+1,594
|
+58%
|
|
|
31
|
Advisor Group
Phoenix,
Arizona
|
$119K
|
+$53.8K
|
+1,689
|
+89%
|
|
|
32
|
Creative Financial Designs
Kokomo,
Indiana
|
$115K
|
-$442K
|
-13,870
|
-80%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$112K
|
-$24.6K
|
-771
|
-18%
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$89K
|
–
|
–
|
–
|
|
|
35
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$88K
|
+$5.29K
|
+166
|
+7%
|
|
|
36
|
Perigon Wealth Management
San Francisco,
California
|
$41K
|
-$228K
|
-7,147
|
-85%
|
|
|
37
|
Geneos Wealth Management
Englewood,
Colorado
|
$27K
|
–
|
–
|
–
|
|
|
38
|
Next Financial Group
Houston,
Texas
|
$20K
|
+$19.1K
|
+600
|
New
|
|
|
39
|
Krilogy Financial
St. Louis,
Missouri
|
$19K
|
+$64
|
+2
|
+0.3%
|
|
|
40
|
American Research & Management Company
Marion,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
41
|
SEI Investments
Oaks,
Pennsylvania
|
$16K
|
+$15.3K
|
+481
|
New
|
|
|
42
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
–
|
-$4.01M
|
-153,118
|
Closed
|
|
|
43
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
–
|
-$1.74M
|
-55,791
|
Closed
|
|
|
44
|
SG Americas Securities
New York
|
–
|
-$853K
|
-27,329
|
Closed
|
|
|
45
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$497K
|
-15,911
|
Closed
|
|
|
46
|
FMA Advisory
Harrisburg,
Pennsylvania
|
–
|
-$204K
|
-6,556
|
Closed
|
|
|
47
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$40K
|
-1,300
|
Closed
|
|
|
48
|
Sandy Spring Bank
Olney,
Maryland
|
–
|
-$6K
|
-177
|
Closed
|
|
