|
26
|
Verum Partners
Charlotte,
North Carolina
|
$275K
|
-$21.5K
|
-554
|
-7%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$273K
|
+$14.1K
|
+365
|
+6%
|
|
|
28
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$190K
|
-$66.1K
|
-1,704
|
-26%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$163K
|
+$47.4K
|
+1,223
|
+42%
|
|
|
30
|
Geneos Wealth Management
Englewood,
Colorado
|
$128K
|
-$23.6K
|
-608
|
-16%
|
|
|
31
|
WealthShield Partners
Cary,
North Carolina
|
$117K
|
+$116K
|
+2,997
|
New
|
|
|
32
|
Huntington National Bank
Columbus,
Ohio
|
$99.5K
|
–
|
–
|
–
|
|
|
33
|
Global Retirement Partners
San Rafael,
California
|
$51.1K
|
–
|
–
|
–
|
|
|
34
|
Private Trust Company
Cleveland,
Ohio
|
$23.7K
|
–
|
–
|
–
|
|
|
35
|
Winch Advisory Services
Appleton,
Wisconsin
|
$20K
|
+$39
|
+1
|
+0.2%
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$15.6K
|
–
|
–
|
–
|
|
|
37
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$12.8K
|
+$39
|
+1
|
+0.3%
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
40
|
|
–
|
-$1.35M
|
-35,967
|
Closed
|
|
|
41
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$533K
|
-14,200
|
Closed
|
|
|
42
|
Merit Financial Group
Alpharetta,
Georgia
|
–
|
-$219K
|
-5,836
|
Closed
|
|
|
43
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$101K
|
-2,676
|
Closed
|
|
|
44
|
National Bank of Canada
Montreal,
Quebec, Canada
|
–
|
-$58.9K
|
-1,572
|
Closed
|
|
|
45
|
Bogart Wealth LLC
Mclean,
Virginia
|
–
|
-$15K
|
-400
|
Closed
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$5.57K
|
-148
|
Closed
|
|
