|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$50K
|
-$49.9K
|
-3,320
|
-50%
|
|
|
52
|
Geneos Wealth Management
Englewood,
Colorado
|
$50K
|
–
|
–
|
–
|
|
|
53
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$43K
|
–
|
–
|
–
|
|
|
54
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$31K
|
–
|
–
|
–
|
|
|
55
|
Perkins Coie Trust Company
Seattle,
Washington
|
$29K
|
–
|
–
|
–
|
|
|
56
|
Ironwood Financial
Tucson,
Arizona
|
$21K
|
–
|
–
|
–
|
|
|
57
|
Eudaimonia Partners
Winchester,
Tennessee
|
$21K
|
+$240
|
+16
|
+1%
|
|
|
58
|
Spire Wealth Management
Mclean,
Virginia
|
$17K
|
+$17K
|
+1,132
|
New
|
|
|
59
|
Central Trust Company
Jefferson City,
Missouri
|
$15K
|
–
|
–
|
–
|
|
|
60
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$13K
|
+$12.5K
|
+833
|
New
|
|
|
61
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
62
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$9K
|
+$8.88K
|
+591
|
New
|
|
|
63
|
Valeo Financial Advisors
Carmel,
Indiana
|
$7K
|
–
|
–
|
–
|
|
|
64
|
Harbour Investments
Madison,
Wisconsin
|
$3K
|
+$3.31K
|
+220
|
New
|
|
|
65
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$3.39M
|
-223,237
|
Closed
|
|
|
66
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
–
|
-$970K
|
-63,926
|
Closed
|
|
|
67
|
Park Avenue Securities
New York
|
–
|
-$792K
|
-52,216
|
Closed
|
|
|
68
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$791K
|
-52,169
|
Closed
|
|
|
69
|
NexWave Capital Partners
New York
|
–
|
-$475K
|
-31,343
|
Closed
|
|
|
70
|
Sanders Morris Harris
Houston,
Texas
|
–
|
-$165K
|
-11,000
|
Closed
|
|
|
71
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$16K
|
-1,068
|
Closed
|
|
|
72
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$15K
|
-1,016
|
Closed
|
|
|
73
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
–
|
-$2K
|
-149
|
Closed
|
|
|
74
|
First Command Advisory Services
Fort Worth,
Texas
|
–
|
+$10.1K
|
+673
|
New
|
|
