|
26
|
|
$145K
|
-$926K
|
-15,240
|
-87%
|
|
|
27
|
Steward Partners Investment Advisory
New York
|
$112K
|
–
|
–
|
–
|
|
|
28
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$94K
|
–
|
–
|
–
|
|
|
29
|
William Blair & Company
Chicago,
Illinois
|
$80K
|
-$24.3K
|
-400
|
-23%
|
|
|
30
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$52K
|
–
|
–
|
–
|
|
|
31
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$49K
|
–
|
–
|
–
|
|
|
32
|
|
$48K
|
–
|
–
|
–
|
|
|
33
|
Valeo Financial Advisors
Carmel,
Indiana
|
$40K
|
–
|
–
|
–
|
|
|
34
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$32K
|
–
|
–
|
–
|
|
|
35
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$30.5K
|
–
|
–
|
–
|
|
|
36
|
Next Financial Group
Houston,
Texas
|
$18K
|
–
|
–
|
–
|
|
|
37
|
First Allied Advisory Services
San Diego,
California
|
$15K
|
+$15.2K
|
+250
|
New
|
|
|
38
|
Golden State Wealth Management
Santa Ana,
California
|
$12K
|
–
|
–
|
–
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$11K
|
–
|
–
|
–
|
|
|
40
|
Global Retirement Partners
San Rafael,
California
|
$11K
|
–
|
–
|
–
|
|
|
41
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$3K
|
–
|
–
|
–
|
|
|
42
|
QCI Asset Management
Pittsford,
New York
|
$3K
|
–
|
–
|
–
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
44
|
Foresters Investment Management
New York
|
–
|
-$5.56M
|
-90,800
|
Closed
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
–
|
-$381K
|
-6,219
|
Closed
|
|
|
46
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$192K
|
-3,149
|
Closed
|
|
|
47
|
Global Financial Private Capital
Sarasota,
Florida
|
–
|
-$26K
|
-425
|
Closed
|
|
|
48
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
–
|
-$12K
|
-200
|
Closed
|
|
|
49
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$1K
|
-1
|
Closed
|
|
