|
51
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$25K
|
–
|
–
|
–
|
|
|
52
|
WhitTier Trust Company
Reno,
Nevada
|
$19K
|
–
|
–
|
–
|
|
|
53
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14K
|
+$14.5K
|
+324
|
New
|
|
|
54
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$13K
|
+$13.4K
|
+300
|
New
|
|
|
55
|
Sutton Wealth Advisors
Tampa,
Florida
|
$9.72K
|
–
|
–
|
–
|
|
|
56
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$8K
|
-$48.9K
|
-1,092
|
-85%
|
|
|
57
|
Valeo Financial Advisors
Carmel,
Indiana
|
$8K
|
+$8.95K
|
+200
|
New
|
|
|
58
|
|
$7K
|
-$179
|
-4
|
-2%
|
|
|
59
|
St. Johns Investment Management
Jacksonville,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
60
|
LifePlan Financial Group
Dayton,
Ohio
|
$5K
|
–
|
–
|
–
|
|
|
61
|
Centaurus Financial
Anaheim,
California
|
$5K
|
+$5.64K
|
+126
|
New
|
|
|
62
|
SEI Investments
Oaks,
Pennsylvania
|
$3K
|
+$2.73K
|
+61
|
New
|
|
|
63
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2K
|
-$4.47K
|
-100
|
-70%
|
|
|
64
|
Tortoise Investment Management
White Plains,
New York
|
$1K
|
+$895
|
+20
|
New
|
|
|
65
|
Cavalier Investments
Alpharetta,
Georgia
|
–
|
-$3.42M
|
-74,019
|
Closed
|
|
|
66
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$1.54M
|
-33,263
|
Closed
|
|
|
67
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$740K
|
-16,010
|
Closed
|
|
|
68
|
Nomura Asset Management
Tokyo,
Japan
|
–
|
-$613K
|
-13,260
|
Closed
|
|
|
69
|
Lattice Strategies
Wayne,
Pennsylvania
|
–
|
-$256K
|
-5,540
|
Closed
|
|
|
70
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$208K
|
-4,494
|
Closed
|
|
|
71
|
Boston Family Office
Boston,
Massachusetts
|
–
|
-$203K
|
-4,400
|
Closed
|
|
|
72
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$67K
|
-1,433
|
Closed
|
|
|
73
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
–
|
-$29K
|
-634
|
Closed
|
|
|
74
|
QCI Asset Management
Pittsford,
New York
|
–
|
-$22K
|
-485
|
Closed
|
|
|
75
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$14K
|
-306
|
Closed
|
|
