|
26
|
|
$28K
|
-$32.5K
|
-1,664
|
-45%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$28K
|
–
|
–
|
–
|
|
|
28
|
Rockefeller Capital Management
New York
|
$28K
|
+$39.1K
|
+2,000
|
New
|
|
|
29
|
SignatureFD
Atlanta,
Georgia
|
$17K
|
+$23.5K
|
+1,200
|
New
|
|
|
30
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$16K
|
-$9.38K
|
-480
|
-30%
|
|
|
31
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$16K
|
+$23.5K
|
+1,200
|
New
|
|
|
32
|
Truvestments Capital
Sarasota,
Florida
|
$15K
|
+$22.4K
|
+1,144
|
New
|
|
|
33
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$10K
|
+$15.6K
|
+800
|
New
|
|
|
34
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
35
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$6K
|
–
|
–
|
–
|
|
|
36
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
-$156
|
-8
|
-4%
|
|
|
37
|
Capital Bank & Trust
Irvine,
California
|
$3K
|
+$4.22K
|
+216
|
New
|
|
|
38
|
Ranch Capital Advisors
Sarasota,
Florida
|
$2K
|
+$3.13K
|
+160
|
New
|
|
|
39
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1K
|
-$1.56K
|
-80
|
-50%
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$1K
|
+$1.09K
|
+56
|
New
|
|
|
41
|
Weaver Consulting Group
Huntington Beach,
California
|
$1K
|
+$1.88K
|
+96
|
New
|
|
|
42
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$6.39M
|
-319,000
|
Closed
|
|
|
43
|
SlateStone Wealth
Jupiter,
Florida
|
–
|
-$406K
|
-20,400
|
Closed
|
|
|
44
|
Continuum Advisory
Eagle,
Idaho
|
–
|
-$285K
|
-14,320
|
Closed
|
|
|
45
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$258K
|
-12,960
|
Closed
|
|
|
46
|
Novare Capital Management
Charlotte,
North Carolina
|
–
|
-$211K
|
-10,600
|
Closed
|
|
|
47
|
Central Bank & Trust
Lexington,
Kentucky
|
–
|
-$159K
|
-8,000
|
Closed
|
|
|
48
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$16K
|
-800
|
Closed
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$13K
|
-632
|
Closed
|
|
|
50
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$156
|
+8
|
New
|
|
