|
26
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$20K
|
–
|
–
|
–
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$19K
|
-$11.1K
|
-6,823
|
-34%
|
|
|
28
|
TownSquare Capital
Provo,
Utah
|
$18K
|
+$19.9K
|
+12,219
|
New
|
|
|
29
|
Osaic Holdings
Scottsdale,
Arizona
|
$17K
|
-$30.1K
|
-18,480
|
-62%
|
|
|
30
|
GM Advisory Group
Melville,
New York
|
$15K
|
–
|
–
|
–
|
|
|
31
|
Seelaus Asset Management
Chatham,
New Jersey
|
$15K
|
–
|
–
|
–
|
|
|
32
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14K
|
–
|
–
|
–
|
|
|
33
|
Tradition Wealth Management
Edina,
Minnesota
|
$12K
|
+$13.5K
|
+8,291
|
New
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$9K
|
-$15.2K
|
-9,331
|
-59%
|
|
|
35
|
Harbour Investments
Madison,
Wisconsin
|
$7K
|
–
|
–
|
–
|
|
|
36
|
Advisory Services Network
Atlanta,
Georgia
|
$7K
|
+$7.51K
|
+4,618
|
New
|
|
|
37
|
CX Institutional
Auburn,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
38
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$1K
|
+$1.63K
|
+1,000
|
New
|
|
|
39
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$462K
|
-279,892
|
Closed
|
|
|
40
|
Credit Agricole
Montrouge Cedex,
France
|
–
|
-$181K
|
-109,400
|
Closed
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$34.6K
|
-21,283
|
-100%
|
|
|
42
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$29K
|
-17,583
|
Closed
|
|
|
43
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$21K
|
-12,637
|
Closed
|
|
|
44
|
Encompass Wealth Advisors
Portland,
Oregon
|
–
|
-$17K
|
-11,300
|
Closed
|
|
|
45
|
Steward Partners Investment Advisory
New York
|
–
|
-$14.8K
|
-8,930
|
Closed
|
|
|
46
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$8K
|
-4,850
|
Closed
|
|
|
47
|
TrustCore Financial Services
Brentwood,
Tennessee
|
–
|
-$2K
|
-1,000
|
Closed
|
|
|
48
|
TCI Wealth Advisors
Tucson,
Arizona
|
–
|
+$122
|
+75
|
New
|
|
