|
26
|
Atria Wealth Solutions
New York
|
$288K
|
–
|
–
|
–
|
|
|
27
|
Proficio Capital Partners
Newton,
Massachusetts
|
$286K
|
–
|
–
|
–
|
|
|
28
|
ARS Investment Partners
New York
|
$274K
|
–
|
–
|
–
|
|
|
29
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$239K
|
-$214K
|
-8,150
|
-48%
|
|
|
30
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$218K
|
–
|
–
|
–
|
|
|
31
|
Geneos Wealth Management
Englewood,
Colorado
|
$96.5K
|
+$61.4K
|
+2,338
|
+200%
|
|
|
32
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$90K
|
-$33.5K
|
-1,275
|
-28%
|
|
|
33
|
Farther Finance Advisors
San Francisco,
California
|
$32.7K
|
-$56.4K
|
-2,150
|
-64%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.3K
|
-$26.5K
|
-1,008
|
-50%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17K
|
-$187K
|
-7,139
|
-92%
|
|
|
36
|
Physician Wealth Advisors
Midvale,
Utah
|
$13.2K
|
–
|
–
|
–
|
|
|
37
|
IFP Advisors
Tampa,
Florida
|
$1.38K
|
+$1.31K
|
+50
|
New
|
|
|
38
|
|
–
|
-$7.87M
|
-305,000
|
Closed
|
|
|
39
|
UBS Group
Zurich,
Switzerland
|
–
|
-$443K
|
-17,176
|
Closed
|
|
|
40
|
Principal Securities
Des Moines,
Iowa
|
–
|
-$2.61K
|
-100
|
Closed
|
|
|
41
|
|
–
|
-$127
|
-4
|
Closed
|
|
