|
26
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$53K
|
–
|
–
|
–
|
|
|
27
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$35K
|
–
|
–
|
–
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$32K
|
–
|
–
|
–
|
|
|
29
|
Fidelity Investments
Boston,
Massachusetts
|
$30K
|
+$223
|
+4
|
+0.7%
|
|
|
30
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$23K
|
-$32K
|
-574
|
-58%
|
|
|
31
|
Private Capital Group
West Hartford,
Connecticut
|
$21K
|
+$5.14K
|
+92
|
+30%
|
|
|
32
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$18K
|
-$1.12K
|
-20
|
-6%
|
|
|
33
|
|
$18K
|
–
|
–
|
–
|
|
|
34
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$11K
|
–
|
–
|
–
|
|
|
35
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
36
|
Geneos Wealth Management
Englewood,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
37
|
American Portfolios Advisors
Holbrook,
New York
|
$2.71K
|
–
|
–
|
–
|
|
|
38
|
William Blair & Company
Chicago,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
39
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$56
|
+1
|
New
|
|
|
40
|
Steward Partners Investment Advisory
New York
|
$1K
|
+$1.28K
|
+23
|
New
|
|
|
41
|
Churchill Management
Los Angeles,
California
|
–
|
-$26.8M
|
-475,406
|
Closed
|
|
|
42
|
WBI Investments
Red Bank,
New Jersey
|
–
|
-$1.26M
|
-22,371
|
Closed
|
|
|
43
|
Oppenheimer Asset Management
New York
|
–
|
-$338K
|
-5,990
|
Closed
|
|
|
44
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$19K
|
-335
|
Closed
|
|
|
45
|
Allworth Financial
Folsom,
California
|
–
|
-$6K
|
-99
|
Closed
|
|
