|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$51K
|
–
|
–
|
–
|
|
|
27
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$50K
|
–
|
–
|
–
|
|
|
28
|
Synovus Financial
Columbus,
Georgia
|
$36K
|
+$51.9K
|
+1,599
|
New
|
|
|
29
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$28K
|
–
|
–
|
–
|
|
|
30
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$24K
|
-$3.21K
|
-99
|
-8%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$20K
|
+$5.23M
|
+161,220
|
New
|
|
|
32
|
Hartford Financial Management
Hartford,
Connecticut
|
$13K
|
–
|
–
|
–
|
|
|
33
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$10K
|
-$9.73K
|
-300
|
-40%
|
|
|
34
|
Kelly Financial Services
Braintree,
Massachusetts
|
$6.7K
|
–
|
–
|
–
|
|
|
35
|
Front Row Advisors
Tiburon,
California
|
$6K
|
–
|
–
|
–
|
|
|
36
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4K
|
-$1.37M
|
-42,108
|
-100%
|
|
|
37
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$2K
|
-$1.85K
|
-57
|
-42%
|
|
|
38
|
Lee Financial
Dallas,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
39
|
SVB Wealth
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
40
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
–
|
-$9.06M
|
-244,299
|
Closed
|
|
|
41
|
Strategic Advisors
New York
|
–
|
-$824K
|
-22,221
|
Closed
|
|
|
42
|
Sowell Financial Services
North Little Rock,
Arkansas
|
–
|
-$582K
|
-17,946
|
Closed
|
|
|
43
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$578K
|
-15,597
|
Closed
|
|
|
44
|
RBA Wealth Management
Newport Beach,
California
|
–
|
-$481K
|
-12,972
|
Closed
|
|
|
45
|
Prostatis Group
Hanover,
Maryland
|
–
|
-$412K
|
-11,118
|
Closed
|
|
|
46
|
WealthBridge Capital Management
Westerville,
Ohio
|
–
|
-$397K
|
-10,695
|
Closed
|
|
|
47
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$317K
|
-8,535
|
Closed
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$236K
|
-6,390
|
Closed
|
|
|
49
|
Atlas Capital Advisors
Jackson,
Wyoming
|
–
|
-$14.2K
|
-381
|
Closed
|
|
|
50
|
FSA Wealth Management
Needham,
Massachusetts
|
–
|
-$7K
|
-180
|
Closed
|
|
