|
26
|
Tidemark
San Diego,
California
|
$93.9K
|
+$46.1K
|
+1,825
|
+93%
|
|
|
27
|
Jones Financial Companies
Des Peres,
Missouri
|
$57.8K
|
+$59K
|
+2,335
|
New
|
|
|
28
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$49.6K
|
–
|
–
|
–
|
|
|
29
|
Caitlin John
Brighton,
Michigan
|
$20.5K
|
+$3.24K
|
+128
|
+19%
|
|
|
30
|
Steward Partners Investment Advisory
New York
|
$14.9K
|
–
|
–
|
–
|
|
|
31
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$11.9K
|
–
|
–
|
–
|
|
|
32
|
Security National Bank
Omaha,
Nebraska
|
$11.2K
|
–
|
–
|
–
|
|
|
33
|
Archer Investment Corporation
Carmel,
Indiana
|
$11.1K
|
–
|
–
|
–
|
|
|
34
|
UBS Group
Zurich,
Switzerland
|
$10.8K
|
+$11K
|
+436
|
New
|
|
|
35
|
Sandy Spring Bank
Olney,
Maryland
|
$5.71K
|
+$5.82K
|
+230
|
New
|
|
|
36
|
Fidelity Investments
Boston,
Massachusetts
|
$5.46K
|
+$4.3K
|
+170
|
+340%
|
|
|
37
|
Principal Securities
Des Moines,
Iowa
|
$3.3K
|
–
|
–
|
–
|
|
|
38
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$2.7K
|
+$2.76K
|
+109
|
New
|
|
|
39
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$1.76K
|
-$1.59K
|
-63
|
-47%
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$1.46K
|
–
|
–
|
–
|
|
|
41
|
Highline Wealth Partners
Sherman Oaks,
California
|
$372
|
-$1.67K
|
-66
|
-81%
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$5
|
–
|
–
|
–
|
|
|
43
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
–
|
-$10.1M
|
-388,046
|
Closed
|
|
|
44
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
–
|
-$1.34M
|
-51,586
|
Closed
|
|
|
45
|
MGO One Seven
Beachwood,
Ohio
|
–
|
-$1.26M
|
-48,353
|
Closed
|
|
|
46
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$300K
|
-11,536
|
Closed
|
|
|
47
|
INVST
Indianapolis,
Indiana
|
–
|
-$261K
|
-9,981
|
Closed
|
|
|
48
|
Realta Investment Advisors
Wilmington,
Delaware
|
–
|
-$78.7K
|
-3,030
|
Closed
|
|
|
49
|
Comerica Bank
Dallas,
Texas
|
–
|
-$25.8K
|
-993
|
Closed
|
|
|
50
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$104
|
-4
|
Closed
|
|
