|
26
|
Bank of America
Charlotte,
North Carolina
|
$186K
|
+$47.8K
|
+1,786
|
+33%
|
|
|
27
|
Global Retirement Partners
San Rafael,
California
|
$118K
|
+$13.2K
|
+494
|
+12%
|
|
|
28
|
Realta Investment Advisors
Wilmington,
Delaware
|
$78.7K
|
+$134
|
+5
|
+0.2%
|
|
|
29
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$51.6K
|
+$53.5K
|
+2,000
|
New
|
|
|
30
|
Tidemark
San Diego,
California
|
$50.9K
|
+$52.4K
|
+1,960
|
New
|
|
|
31
|
Comerica Bank
Dallas,
Texas
|
$25.8K
|
+$25.2K
|
+941
|
+1,810%
|
|
|
32
|
Caitlin John
Brighton,
Michigan
|
$18K
|
+$3.91K
|
+146
|
+27%
|
|
|
33
|
Steward Partners Investment Advisory
New York
|
$15.6K
|
–
|
–
|
–
|
|
|
34
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$12.5K
|
–
|
–
|
–
|
|
|
35
|
Security National Bank
Omaha,
Nebraska
|
$11.7K
|
–
|
–
|
–
|
|
|
36
|
Archer Investment Corporation
Carmel,
Indiana
|
$11.6K
|
–
|
–
|
–
|
|
|
37
|
Principal Securities
Des Moines,
Iowa
|
$3.46K
|
–
|
–
|
–
|
|
|
38
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$3.45K
|
+$54
|
+2
|
+2%
|
|
|
39
|
Highline Wealth Partners
Sherman Oaks,
California
|
$2.1K
|
–
|
–
|
–
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$1.53K
|
–
|
–
|
–
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$1.3K
|
–
|
–
|
–
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$104
|
+$107
|
+4
|
New
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$9
|
–
|
–
|
–
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$1.12M
|
-42,354
|
Closed
|
|
|
45
|
Citadel Advisors
Miami,
Florida
|
–
|
-$833K
|
-31,408
|
Closed
|
|
|
46
|
Mercer Global Advisors
Denver,
Colorado
|
–
|
-$328K
|
-12,363
|
Closed
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
–
|
-$4.24K
|
-160
|
Closed
|
|
