|
26
|
Asset Dedication LLC
San Francisco,
California
|
$192K
|
+$219K
|
+11,124
|
New
|
|
|
27
|
Geneos Wealth Management
Englewood,
Colorado
|
$184K
|
–
|
–
|
–
|
|
|
28
|
Private Advisor Group
Morristown,
New Jersey
|
$180K
|
-$184K
|
-9,343
|
-47%
|
|
|
29
|
Sierra Capital
Miami,
Florida
|
$180K
|
+$2.8K
|
+142
|
+1%
|
|
|
30
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$178K
|
+$203K
|
+10,285
|
New
|
|
|
31
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$105K
|
–
|
–
|
–
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$102K
|
-$50.3K
|
-2,554
|
-30%
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$90K
|
+$42.7K
|
+2,166
|
+72%
|
|
|
34
|
|
$24K
|
–
|
–
|
–
|
|
|
35
|
Tradition Wealth Management
Edina,
Minnesota
|
$18K
|
+$276
|
+14
|
+1%
|
|
|
36
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
37
|
|
$5K
|
-$2.91K
|
-148
|
-33%
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
39
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
40
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
–
|
-$7.92M
|
-405,522
|
Closed
|
|
|
41
|
JFG Wealth Management
Denver,
Colorado
|
–
|
-$1.48M
|
-75,979
|
Closed
|
|
|
42
|
Pinnacle Wealth Management Group
Plymouth,
Michigan
|
–
|
-$399K
|
-20,450
|
Closed
|
|
|
43
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
–
|
-$387K
|
-19,806
|
Closed
|
|
|
44
|
Renaissance Technologies
New York
|
–
|
-$334K
|
-17,100
|
Closed
|
|
|
45
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$233K
|
-11,979
|
Closed
|
|
|
46
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$215K
|
-11,011
|
Closed
|
|
|
47
|
Brown Brothers Harriman & Co
New York
|
–
|
-$108K
|
-5,550
|
Closed
|
|
|
48
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
–
|
-$9K
|
-468
|
Closed
|
|
|
49
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
–
|
-$7.09K
|
-363
|
Closed
|
|
