|
51
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$40K
|
–
|
–
|
–
|
|
|
52
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$31.7K
|
–
|
–
|
–
|
|
|
53
|
Parallel Advisors
San Francisco,
California
|
$29.9K
|
-$28.8K
|
-1,331
|
-48%
|
|
|
54
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$29.6K
|
–
|
–
|
–
|
|
|
55
|
Ancora Advisors
Cleveland,
Ohio
|
$28.3K
|
–
|
–
|
–
|
|
|
56
|
US Bancorp
Minneapolis,
Minnesota
|
$23.8K
|
-$822
|
-38
|
-3%
|
|
|
57
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$22K
|
+$19.4K
|
+895
|
+617%
|
|
|
58
|
|
$21K
|
-$36.3K
|
-1,681
|
-63%
|
|
|
59
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
–
|
–
|
–
|
|
|
60
|
Mendota Financial Group
Madison,
Wisconsin
|
$17.9K
|
+$6.55K
|
+303
|
+43%
|
|
|
61
|
Global Retirement Partners
San Rafael,
California
|
$16.4K
|
+$16.8K
|
+777
|
New
|
|
|
62
|
Worth Asset Management
Dallas,
Texas
|
$11.1K
|
-$1.91M
|
-88,339
|
-99%
|
|
|
63
|
|
$10.6K
|
-$21.6K
|
-1,000
|
-67%
|
|
|
64
|
Tradition Wealth Management
Edina,
Minnesota
|
$10K
|
+$108
|
+5
|
+1%
|
|
|
65
|
Bank of America
Charlotte,
North Carolina
|
$6.28K
|
+$4.09K
|
+189
|
+175%
|
|
|
66
|
Spire Wealth Management
Mclean,
Virginia
|
$3.85K
|
+$22
|
+1
|
+0.6%
|
|
|
67
|
Cutler Group
San Francisco,
California
|
$2K
|
-$660K
|
-30,545
|
-100%
|
|
|
68
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.39K
|
+$22
|
+1
|
+2%
|
|
|
69
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$320
|
+$324
|
+15
|
New
|
|
|
70
|
Fidelity Investments
Boston,
Massachusetts
|
$21
|
+$22
|
+1
|
New
|
|
|
71
|
Wells Fargo
San Francisco,
California
|
$7
|
–
|
–
|
–
|
|
|
72
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$9.35M
|
-412,385
|
Closed
|
|
|
73
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
–
|
-$8.12M
|
-358,056
|
Closed
|
|
|
74
|
Renaissance Technologies
New York
|
–
|
-$2.96M
|
-130,400
|
Closed
|
|
|
75
|
Howard Capital Management
Roswell,
Georgia
|
–
|
-$2.95M
|
-129,804
|
Closed
|
|
