|
26
|
Key Financial Inc
West Chester,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
27
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$22K
|
-$1.97K
|
-48
|
-7%
|
|
|
28
|
PSI Advisors
Tampa,
Florida
|
$21K
|
-$11.8K
|
-288
|
-33%
|
|
|
29
|
Fidelity Investments
Boston,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
30
|
Geneos Wealth Management
Englewood,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
31
|
Sandy Spring Bank
Olney,
Maryland
|
$8K
|
–
|
–
|
–
|
|
|
32
|
Bartlett & Co
Cincinnati,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
33
|
Global Retirement Partners
San Rafael,
California
|
$4K
|
–
|
–
|
–
|
|
|
34
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.74K
|
–
|
–
|
–
|
|
|
35
|
|
$3K
|
+$3.2K
|
+78
|
New
|
|
|
36
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$3K
|
+$4.31K
|
+105
|
New
|
|
|
37
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2K
|
–
|
–
|
–
|
|
|
38
|
Element Wealth
Ridgeland,
Mississippi
|
$1K
|
–
|
–
|
–
|
|
|
39
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$378K
|
-9,882
|
Closed
|
|
|
40
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
–
|
-$264K
|
-6,885
|
Closed
|
|
|
41
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$216K
|
-5,646
|
Closed
|
|
|
42
|
Equitable Holdings
New York
|
–
|
-$205K
|
-5,364
|
Closed
|
|
|
43
|
Heritage Trust
Oklahoma City,
Oklahoma
|
–
|
-$203K
|
-5,295
|
Closed
|
|
|
44
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$200K
|
-5,205
|
Closed
|
|
|
45
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
–
|
-$92K
|
-2,391
|
Closed
|
|
|
46
|
CoreCap Advisors
Southfield,
Michigan
|
–
|
-$20K
|
-510
|
Closed
|
|
|
47
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$8K
|
-198
|
Closed
|
|
|
48
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$6K
|
-150
|
Closed
|
|
