|
26
|
Jones Financial Companies
Des Peres,
Missouri
|
$149K
|
+$55.9K
|
+2,347
|
+64%
|
|
|
27
|
Tidemark
San Diego,
California
|
$127K
|
+$6.17K
|
+259
|
+5%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$117K
|
-$24.9K
|
-1,047
|
-18%
|
|
|
29
|
LRI Investments
Palm Beach Gardens,
Florida
|
$96.6K
|
+$92.5K
|
+3,883
|
New
|
|
|
30
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$41.1K
|
–
|
–
|
–
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$27K
|
+$25.9K
|
+1,086
|
New
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$14.9K
|
–
|
–
|
–
|
|
|
33
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$11.9K
|
–
|
–
|
–
|
|
|
34
|
Security National Bank
Omaha,
Nebraska
|
$11.2K
|
–
|
–
|
–
|
|
|
35
|
Fidelity Investments
Boston,
Massachusetts
|
$7.53K
|
+$1.98K
|
+83
|
+38%
|
|
|
36
|
Sandy Spring Bank
Olney,
Maryland
|
$5.72K
|
–
|
–
|
–
|
|
|
37
|
Principal Securities
Des Moines,
Iowa
|
$3.04K
|
–
|
–
|
–
|
|
|
38
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$2.71K
|
–
|
–
|
–
|
|
|
39
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$1.81K
|
–
|
–
|
–
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$1.47K
|
–
|
–
|
–
|
|
|
41
|
Highline Wealth Partners
Sherman Oaks,
California
|
$373
|
–
|
–
|
–
|
|
|
42
|
Millstone Evans Group
Boulder,
Colorado
|
$274
|
+$262
|
+11
|
New
|
|
|
43
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$224
|
–
|
–
|
–
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$13
|
–
|
–
|
–
|
|
|
45
|
Caitlin John
Brighton,
Michigan
|
–
|
-$18.7K
|
-819
|
Closed
|
|
|
46
|
Archer Investment Corporation
Carmel,
Indiana
|
–
|
-$10.2K
|
-448
|
Closed
|
|
