|
26
|
Surevest
Los Angeles,
California
|
$205K
|
+$215K
|
+7,937
|
New
|
|
|
27
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$202K
|
-$455K
|
-16,750
|
-68%
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$135K
|
+$22.2K
|
+817
|
+19%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$79K
|
+$10K
|
+369
|
+14%
|
|
|
30
|
|
$45K
|
+$47.5K
|
+1,750
|
New
|
|
|
31
|
US Bancorp
Minneapolis,
Minnesota
|
$44K
|
+$14.8K
|
+544
|
+47%
|
|
|
32
|
LifePlan Financial Group
Dayton,
Ohio
|
$11K
|
–
|
–
|
–
|
|
|
33
|
American Portfolios Advisors
Holbrook,
New York
|
$10.3K
|
–
|
–
|
–
|
|
|
34
|
Advisornet Financial
Minnetonka,
Minnesota
|
$5K
|
-$187K
|
-6,896
|
-97%
|
|
|
35
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$2K
|
+$2.09K
|
+77
|
New
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$2K
|
+$2.28K
|
+84
|
New
|
|
|
37
|
BOK Financial
Tulsa,
Oklahoma
|
–
|
-$531K
|
-17,959
|
Closed
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$254K
|
-8,608
|
Closed
|
|
|
39
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$11K
|
-358
|
Closed
|
|
