|
26
|
Tidemark
San Diego,
California
|
$126K
|
+$418
|
+17
|
+0.3%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$103K
|
–
|
–
|
–
|
|
|
28
|
LRI Investments
Palm Beach Gardens,
Florida
|
$97.4K
|
–
|
–
|
–
|
|
|
29
|
|
$83.8K
|
+$82.2K
|
+3,342
|
New
|
|
|
30
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$50.2K
|
–
|
–
|
–
|
|
|
31
|
Kilter Group
Rhinebeck,
New York
|
$47.6K
|
–
|
–
|
–
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$21.5K
|
+$16.1K
|
+653
|
+320%
|
|
|
33
|
Caitlin John
Brighton,
Michigan
|
$20.5K
|
+$20.2K
|
+819
|
New
|
|
|
34
|
Global Retirement Partners
San Rafael,
California
|
$18.2K
|
-$286K
|
-11,603
|
-94%
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$15K
|
–
|
–
|
–
|
|
|
36
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$13.8K
|
+$13.5K
|
+550
|
New
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$12.1K
|
+$8.71K
|
+354
|
+279%
|
|
|
38
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$12K
|
–
|
–
|
–
|
|
|
39
|
Strategic Wealth Partners
Independence,
Ohio
|
$12K
|
–
|
–
|
–
|
|
|
40
|
Security National Bank
Omaha,
Nebraska
|
$11.3K
|
–
|
–
|
–
|
|
|
41
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.77K
|
–
|
–
|
–
|
|
|
42
|
Blue Trust Inc
Alpharetta,
Georgia
|
$4.01K
|
+$3.94K
|
+160
|
New
|
|
|
43
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.91K
|
+$3.84K
|
+156
|
New
|
|
|
44
|
IFP Advisors
Tampa,
Florida
|
$1.48K
|
–
|
–
|
–
|
|
|
45
|
Principal Securities
Des Moines,
Iowa
|
$1.3K
|
–
|
–
|
–
|
|
|
46
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$928
|
-$910
|
-37
|
-50%
|
|
|
47
|
Highline Wealth Partners
Sherman Oaks,
California
|
$376
|
–
|
–
|
–
|
|
|
48
|
Millstone Evans Group
Boulder,
Colorado
|
$276
|
–
|
–
|
–
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
$16
|
–
|
–
|
–
|
|
|
50
|
ARS Investment Partners
New York
|
–
|
-$1.82M
|
-76,608
|
Closed
|
|
