|
26
|
WR Wealth Planners
Columbia,
Missouri
|
$126K
|
–
|
–
|
–
|
|
|
27
|
Blume Capital Management
Berkeley,
California
|
$105K
|
–
|
–
|
–
|
|
|
28
|
Key Financial Inc
West Chester,
Pennsylvania
|
$104K
|
–
|
–
|
–
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$72K
|
-$393K
|
-14,617
|
-84%
|
|
|
30
|
Creative Financial Designs
Kokomo,
Indiana
|
$56.7K
|
+$4.84K
|
+180
|
+9%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$53.5K
|
-$31.9K
|
-1,187
|
-37%
|
|
|
32
|
Geneos Wealth Management
Englewood,
Colorado
|
$44.2K
|
–
|
–
|
–
|
|
|
33
|
Financial Avengers
Oakland,
California
|
$36.9K
|
–
|
–
|
–
|
|
|
34
|
Webster Bank
Waterbury,
Connecticut
|
$33.1K
|
–
|
–
|
–
|
|
|
35
|
SJS Investment Consulting
Sylvania,
Ohio
|
$21.6K
|
–
|
–
|
–
|
|
|
36
|
Harbour Investments
Madison,
Wisconsin
|
$16.8K
|
–
|
–
|
–
|
|
|
37
|
Parallel Advisors
San Francisco,
California
|
$12.2K
|
–
|
–
|
–
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.76K
|
–
|
–
|
–
|
|
|
39
|
Allworth Financial
Folsom,
California
|
$8.21K
|
–
|
–
|
–
|
|
|
40
|
US Bancorp
Minneapolis,
Minnesota
|
$1.05K
|
–
|
–
|
–
|
|
|
41
|
DHJJ Financial Advisors
Naperville,
Illinois
|
$262
|
+$269
|
+10
|
New
|
|
|
42
|
|
–
|
-$3.01M
|
-112,603
|
Closed
|
|
|
43
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
–
|
-$201K
|
-7,542
|
Closed
|
|
|
44
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$98.2K
|
-3,675
|
Closed
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
–
|
-$38.2K
|
-1,432
|
Closed
|
|
|
46
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
–
|
-$19.2K
|
-717
|
Closed
|
|
