|
51
|
Allworth Financial
Folsom,
California
|
$29K
|
–
|
–
|
–
|
|
|
52
|
Geneos Wealth Management
Englewood,
Colorado
|
$29K
|
–
|
–
|
–
|
|
|
53
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$29K
|
+$29K
|
+2,000
|
New
|
|
|
54
|
|
$26K
|
–
|
–
|
–
|
|
|
55
|
North Star Investment Management
Chicago,
Illinois
|
$26K
|
–
|
–
|
–
|
|
|
56
|
IFP Advisors
Tampa,
Florida
|
$14K
|
–
|
–
|
–
|
|
|
57
|
Webster Bank
Waterbury,
Connecticut
|
$13K
|
–
|
–
|
–
|
|
|
58
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
59
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$10K
|
+$10.2K
|
+700
|
New
|
|
|
60
|
Reilly Financial Advisors
La Mesa,
California
|
$9K
|
–
|
–
|
–
|
|
|
61
|
Advisory Services Network
Atlanta,
Georgia
|
$6K
|
–
|
–
|
–
|
|
|
62
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$6K
|
–
|
–
|
–
|
|
|
63
|
Steward Partners Investment Advisory
New York
|
$4K
|
-$14.5K
|
-1,002
|
-75%
|
|
|
64
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1K
|
+$1.45K
|
+100
|
New
|
|
|
65
|
M&T Bank
Buffalo,
New York
|
–
|
-$243K
|
-17,000
|
Closed
|
|
|
66
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
–
|
-$219K
|
-15,357
|
Closed
|
|
|
67
|
Oppenheimer & Co
New York
|
–
|
-$170K
|
-11,901
|
Closed
|
|
|
68
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
–
|
-$146K
|
-10,200
|
Closed
|
|
|
69
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
–
|
-$87K
|
-6,102
|
Closed
|
|
|
70
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$46.1K
|
-3,205
|
Closed
|
|
|
71
|
AssetMark Inc
Concord,
California
|
–
|
-$31K
|
-2,189
|
Closed
|
|
|
72
|
Next Financial Group
Houston,
Texas
|
–
|
-$9K
|
-600
|
Closed
|
|
|
73
|
Parallel Advisors
San Francisco,
California
|
–
|
+$29
|
+2
|
New
|
|
