|
26
|
LPL Financial
San Diego,
California
|
$218K
|
–
|
–
|
–
|
|
|
27
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$143K
|
-$34.9K
|
-1,002
|
-20%
|
|
|
28
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$47K
|
+$47.1K
|
+1,350
|
New
|
|
|
29
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$44K
|
–
|
–
|
–
|
|
|
30
|
Advisors Preferred
Rockville,
Maryland
|
$44K
|
+$43.7K
|
+1,254
|
New
|
|
|
31
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
32
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$26K
|
+$26.2K
|
+750
|
New
|
|
|
33
|
Cribstone Capital Management
Augusta,
Maine
|
$21K
|
–
|
–
|
–
|
|
|
34
|
Hartford Financial Management
Hartford,
Connecticut
|
$21K
|
–
|
–
|
–
|
|
|
35
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$14K
|
–
|
–
|
–
|
|
|
36
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$13.7K
|
+$13.6K
|
+390
|
New
|
|
|
37
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13K
|
–
|
–
|
–
|
|
|
38
|
Kelly Financial Services
Braintree,
Massachusetts
|
$10.5K
|
–
|
–
|
–
|
|
|
39
|
Tradewinds Capital Management
Bellingham,
Washington
|
$8K
|
-$12.7M
|
-365,361
|
-100%
|
|
|
40
|
Front Row Advisors
Tiburon,
California
|
$8K
|
–
|
–
|
–
|
|
|
41
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
42
|
Nelson Capital Management
Menlo Park,
California
|
$4K
|
–
|
–
|
–
|
|
|
43
|
Lee Financial
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
44
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$2.62K
|
-$2.09K
|
-60
|
-44%
|
|
|
45
|
Executive Wealth Management
Brighton,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
46
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
–
|
-$4.88M
|
-140,745
|
Closed
|
|
|
47
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$2.06M
|
-59,304
|
Closed
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$247K
|
-7,116
|
Closed
|
|
|
49
|
Denver PWM
Denver,
Colorado
|
–
|
-$255K
|
-7,080
|
Closed
|
|
|
50
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$225K
|
-6,480
|
Closed
|
|
