|
51
|
Lenox Wealth Advisors
New York
|
$21K
|
–
|
–
|
–
|
|
|
52
|
First Interstate Bank
Billings,
Montana
|
$20K
|
–
|
–
|
–
|
|
|
53
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$16K
|
–
|
–
|
–
|
|
|
54
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15K
|
-$46.4K
|
-1,750
|
-77%
|
|
|
55
|
CKW Financial Group
Honolulu,
Hawaii
|
$11K
|
+$10.6K
|
+400
|
New
|
|
|
56
|
Clean Yield Group
Norwich,
Vermont
|
$11K
|
+$10.6K
|
+400
|
New
|
|
|
57
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$8K
|
–
|
–
|
–
|
|
|
58
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$5K
|
–
|
–
|
–
|
|
|
59
|
IFP Advisors
Tampa,
Florida
|
$4K
|
-$16.5K
|
-624
|
-85%
|
|
|
60
|
SEI Investments
Oaks,
Pennsylvania
|
$4K
|
-$14.4K
|
-543
|
-81%
|
|
|
61
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
62
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$2K
|
–
|
–
|
–
|
|
|
63
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
64
|
Bartlett & Co
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
65
|
Versant Capital Management
Phoenix,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
66
|
AssetMark Inc
Concord,
California
|
$1K
|
+$1.33K
|
+50
|
New
|
|
|
67
|
Gould Asset Management
Claremont,
California
|
–
|
-$206K
|
-7,595
|
Closed
|
|
|
68
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
–
|
-$171K
|
-6,315
|
Closed
|
|
|
69
|
Ausdal Financial Partners
Davenport,
Iowa
|
–
|
-$97K
|
-3,558
|
Closed
|
|
|
70
|
Argentus Capital Management
Dallas,
Texas
|
–
|
-$40K
|
-1,462
|
Closed
|
|
|
71
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
–
|
-$11K
|
-388
|
Closed
|
|
