|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$40K
|
-$140K
|
-3,282
|
-80%
|
|
|
27
|
Tortoise Investment Management
White Plains,
New York
|
$39K
|
–
|
–
|
–
|
|
|
28
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$27K
|
–
|
–
|
–
|
|
|
29
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$24K
|
–
|
–
|
–
|
|
|
30
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
31
|
American Portfolios Advisors
Holbrook,
New York
|
$19.1K
|
-$16.4K
|
-385
|
-50%
|
|
|
32
|
IFP Advisors
Tampa,
Florida
|
$17K
|
–
|
–
|
–
|
|
|
33
|
Valeo Financial Advisors
Carmel,
Indiana
|
$15K
|
-$25.6K
|
-600
|
-67%
|
|
|
34
|
Security National Trust
Wheeling,
West Virginia
|
$15K
|
–
|
–
|
–
|
|
|
35
|
Gradient Investments
Arden Hills,
Minnesota
|
$13K
|
–
|
–
|
–
|
|
|
36
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$12K
|
–
|
–
|
–
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$10K
|
-$217K
|
-5,076
|
-96%
|
|
|
38
|
William Blair & Company
Chicago,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
40
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$5K
|
–
|
–
|
–
|
|
|
41
|
Westside Investment Management
Santa Monica,
California
|
$13
|
–
|
–
|
–
|
|
|
42
|
Engrave Wealth Partners
The Woodlands,
Texas
|
–
|
-$30K
|
-802
|
Closed
|
|
|
43
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$19K
|
-500
|
Closed
|
|
|
44
|
Claraphi Advisory Network
Aliso Viejo,
United States
|
–
|
-$8K
|
-200
|
Closed
|
|
|
45
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
–
|
-$299
|
-7
|
Closed
|
|
