|
26
|
Bank of America
Charlotte,
North Carolina
|
$116K
|
-$287K
|
-11,469
|
-70%
|
|
|
27
|
LRI Investments
Palm Beach Gardens,
Florida
|
$91.4K
|
–
|
–
|
–
|
|
|
28
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$81.2K
|
+$86.4K
|
+3,450
|
New
|
|
|
29
|
|
$78.6K
|
–
|
–
|
–
|
|
|
30
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$47.1K
|
–
|
–
|
–
|
|
|
31
|
Steward Partners Investment Advisory
New York
|
$44.8K
|
+$32.6K
|
+1,304
|
+218%
|
|
|
32
|
Kilter Group
Rhinebeck,
New York
|
$44.7K
|
–
|
–
|
–
|
|
|
33
|
Fidelity Investments
Boston,
Massachusetts
|
$20.1K
|
-$125
|
-5
|
-0.6%
|
|
|
34
|
Caitlin John
Brighton,
Michigan
|
$19.3K
|
–
|
–
|
–
|
|
|
35
|
Global Retirement Partners
San Rafael,
California
|
$18K
|
+$1.03K
|
+41
|
+6%
|
|
|
36
|
DecisionPoint Financial
Mesa,
Arizona
|
$11.7K
|
+$12.4K
|
+497
|
New
|
|
|
37
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$11.3K
|
–
|
–
|
–
|
|
|
38
|
Strategic Wealth Partners
Independence,
Ohio
|
$11.2K
|
–
|
–
|
–
|
|
|
39
|
Security National Bank
Omaha,
Nebraska
|
$10.6K
|
–
|
–
|
–
|
|
|
40
|
Farther Finance Advisors
San Francisco,
California
|
$9.41K
|
+$10K
|
+400
|
New
|
|
|
41
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$5.41K
|
–
|
–
|
–
|
|
|
42
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$2.53K
|
+$1.75K
|
+70
|
+189%
|
|
|
43
|
IFP Advisors
Tampa,
Florida
|
$1.39K
|
–
|
–
|
–
|
|
|
44
|
Millstone Evans Group
Boulder,
Colorado
|
$259
|
–
|
–
|
–
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$22
|
–
|
–
|
–
|
|
|
46
|
|
–
|
-$2.81M
|
-112,011
|
Closed
|
|
|
47
|
Gradient Capital Advisors
San Diego,
California
|
–
|
-$328K
|
-13,065
|
Closed
|
|
|
48
|
TPG Advisors
Northfield,
Illinois
|
–
|
-$317K
|
-12,650
|
Closed
|
|
|
49
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
–
|
-$273K
|
-10,879
|
Closed
|
|
|
50
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
–
|
-$205K
|
-8,180
|
Closed
|
|
