|
51
|
Creative Planning
Overland Park,
Kansas
|
$42K
|
-$8.52K
|
-187
|
-17%
|
|
|
52
|
Focused Wealth Management
Newburgh,
New York
|
$38K
|
-$2.46K
|
-54
|
-6%
|
|
|
53
|
|
$34K
|
+$35.4K
|
+776
|
New
|
|
|
54
|
Tarbox Family Office
Newport Beach,
California
|
$31K
|
–
|
–
|
–
|
|
|
55
|
Barclays
London,
United Kingdom
|
$30K
|
+$30.8K
|
+675
|
New
|
|
|
56
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29K
|
+$29.6K
|
+650
|
New
|
|
|
57
|
Crosspoint Capital Strategies
Orinda,
California
|
$28K
|
+$27.3K
|
+600
|
New
|
|
|
58
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19K
|
-$178K
|
-3,916
|
-90%
|
|
|
59
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$16K
|
–
|
–
|
–
|
|
|
60
|
Tower Research Capital (TRC)
New York
|
$13K
|
+$13.7K
|
+300
|
New
|
|
|
61
|
CKW Financial Group
Honolulu,
Hawaii
|
$12K
|
–
|
–
|
–
|
|
|
62
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12K
|
–
|
–
|
–
|
|
|
63
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8K
|
–
|
–
|
–
|
|
|
64
|
AllSquare Wealth Management
Albany,
New York
|
$5K
|
–
|
–
|
–
|
|
|
65
|
Gemmer Asset Management
Walnut Creek,
California
|
$5K
|
+$46
|
+1
|
+0.9%
|
|
|
66
|
|
$3K
|
+$3.19K
|
+70
|
New
|
|
|
67
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
68
|
|
–
|
-$3.25M
|
-74,361
|
Closed
|
|
|
69
|
Citadel Advisors
Miami,
Florida
|
–
|
-$394K
|
-9,022
|
Closed
|
|
|
70
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
–
|
-$386K
|
-8,992
|
Closed
|
|
|
71
|
Waverly Advisors
Birmingham,
Alabama
|
–
|
-$146K
|
-3,348
|
Closed
|
|
|
72
|
Argentus Capital Management
Dallas,
Texas
|
–
|
-$79.8K
|
-1,752
|
-100%
|
|
|
73
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
–
|
-$23K
|
-516
|
Closed
|
|
