|
26
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$79K
|
-$478K
|
-6,908
|
-85%
|
|
|
27
|
Patten Group
Chattanooga,
Tennessee
|
$44K
|
–
|
–
|
–
|
|
|
28
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$25K
|
+$27.7K
|
+400
|
New
|
|
|
29
|
Parallel Advisors
San Francisco,
California
|
$21K
|
–
|
–
|
–
|
|
|
30
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19K
|
+$20.8K
|
+300
|
New
|
|
|
31
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
32
|
Global Retirement Partners
San Rafael,
California
|
$8K
|
+$8.66K
|
+125
|
New
|
|
|
33
|
|
$7K
|
–
|
–
|
–
|
|
|
34
|
|
$3K
|
-$12.3K
|
-177
|
-76%
|
|
|
35
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
36
|
Nelson Capital Management
Menlo Park,
California
|
$3K
|
–
|
–
|
–
|
|
|
37
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
38
|
Regions Financial Corp
Birmingham,
Alabama
|
$2K
|
–
|
–
|
–
|
|
|
39
|
Financial Services Advisory
Rockville,
Maryland
|
–
|
-$3.79M
|
-49,717
|
Closed
|
|
|
40
|
|
–
|
-$2.82M
|
-36,969
|
Closed
|
|
|
41
|
Zurich Insurance Group
Zurich,
Switzerland
|
–
|
-$1.7M
|
-22,304
|
Closed
|
|
|
42
|
Avidian Wealth Enterprises
Houston,
Texas
|
–
|
-$683K
|
-8,954
|
Closed
|
|
|
43
|
Global Financial Private Capital
Sarasota,
Florida
|
–
|
-$595K
|
-7,801
|
Closed
|
|
|
44
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$359K
|
-5,183
|
-100%
|
|
|
45
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$292K
|
-3,835
|
Closed
|
|
|
46
|
Granite Investment Advisors
Concord,
New Hampshire
|
–
|
-$216K
|
-2,828
|
Closed
|
|
|
47
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$203K
|
-2,669
|
Closed
|
|
|
48
|
Signet Financial Management
Parsippany,
New Jersey
|
–
|
-$136K
|
-1,786
|
Closed
|
|
|
49
|
Atlas Capital Advisors
Jackson,
Wyoming
|
–
|
-$62.8K
|
-829
|
Closed
|
|
|
50
|
Wells Fargo
San Francisco,
California
|
–
|
-$38K
|
-505
|
Closed
|
|
