|
26
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$207K
|
+$203K
|
+3,634
|
New
|
|
|
27
|
Private Trust Company
Cleveland,
Ohio
|
$166K
|
+$145K
|
+2,591
|
+810%
|
|
|
28
|
Global Retirement Partners
San Rafael,
California
|
$145K
|
+$9.09K
|
+163
|
+7%
|
|
|
29
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$97.6K
|
-$15.3K
|
-274
|
-14%
|
|
|
30
|
Rockefeller Capital Management
New York
|
$92K
|
+$90.1K
|
+1,615
|
New
|
|
|
31
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$80.2K
|
+$78.5K
|
+1,407
|
New
|
|
|
32
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$54K
|
-$17.5K
|
-313
|
-25%
|
|
|
33
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$40.3K
|
+$18.5K
|
+332
|
+89%
|
|
|
34
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$34.1K
|
+$33.4K
|
+598
|
New
|
|
|
35
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$32.7K
|
-$37.6K
|
-674
|
-54%
|
|
|
36
|
SOA Wealth Advisors
New York
|
$25.8K
|
+$25.3K
|
+453
|
New
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$20.5K
|
–
|
–
|
–
|
|
|
38
|
Fidelity Investments
Boston,
Massachusetts
|
$9.51K
|
+$3.9K
|
+70
|
+72%
|
|
|
39
|
Allworth Financial
Folsom,
California
|
$4.68K
|
–
|
–
|
–
|
|
|
40
|
|
$3.76K
|
-$56
|
-1
|
-1%
|
|
|
41
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2.34K
|
–
|
–
|
–
|
|
|
42
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
+$1.9K
|
+34
|
New
|
|
|
43
|
Copia Wealth Management
Bend,
Oregon
|
$456
|
–
|
–
|
–
|
|
|
44
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$399
|
–
|
–
|
–
|
|
|
45
|
Maia Wealth
Denver,
Colorado
|
–
|
-$228K
|
-4,164
|
Closed
|
|
|
46
|
Wells Fargo
San Francisco,
California
|
–
|
-$4.38K
|
-80
|
Closed
|
|
|
47
|
Raymond James Financial
St Petersburg,
Florida
|
–
|
-$4.22K
|
-77
|
Closed
|
|
