|
51
|
Matrix Private Capital Group
New York
|
$120K
|
–
|
–
|
–
|
|
|
52
|
Arax Advisory Partners
Denver,
Colorado
|
$51K
|
+$49.8K
|
+1,256
|
New
|
|
|
53
|
Parallel Advisors
San Francisco,
California
|
$47K
|
–
|
–
|
–
|
|
|
54
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32K
|
-$465K
|
-11,728
|
-94%
|
|
|
55
|
Global Retirement Partners
San Rafael,
California
|
$27K
|
–
|
–
|
–
|
|
|
56
|
UBS Group
Zurich,
Switzerland
|
$20K
|
+$18.9K
|
+477
|
New
|
|
|
57
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$16K
|
–
|
–
|
–
|
|
|
58
|
Harbour Investments
Madison,
Wisconsin
|
$10K
|
–
|
–
|
–
|
|
|
59
|
Covington Capital Management
Los Angeles,
California
|
$7K
|
+$6.7K
|
+169
|
New
|
|
|
60
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
61
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
63
|
United Services Automobile Association
San Antonio,
Texas
|
–
|
-$45.3M
|
-1,203,445
|
Closed
|
|
|
64
|
Victory Capital Management
San Antonio,
Texas
|
–
|
-$45.4M
|
-1,203,445
|
Closed
|
|
|
65
|
Financial Insights
Tacoma,
Washington
|
–
|
-$10.4M
|
-275,242
|
Closed
|
|
|
66
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.2M
|
-31,674
|
Closed
|
|
|
67
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$350K
|
-9,276
|
Closed
|
|
|
68
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
–
|
-$32K
|
-845
|
Closed
|
|
|
69
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$2K
|
-38
|
Closed
|
|
|
70
|
West Branch Capital
Amherst,
Massachusetts
|
–
|
+$79
|
+2
|
New
|
|
