|
26
|
Procyon Advisors
Shelton,
Connecticut
|
$250K
|
+$21.8K
|
+676
|
+9%
|
|
|
27
|
Two Sigma Securities
New York
|
$230K
|
+$243K
|
+7,506
|
New
|
|
|
28
|
Y.D. More Investments
Ramat Gan,
Israel
|
$230K
|
+$25.8K
|
+800
|
+12%
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$136K
|
-$138K
|
-4,261
|
-49%
|
|
|
30
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$99.6K
|
-$105K
|
-3,250
|
-50%
|
|
|
31
|
WhitTier Trust Company
Reno,
Nevada
|
$30K
|
–
|
–
|
–
|
|
|
32
|
Whittier Trust
South Pasadena,
California
|
$27.9K
|
–
|
–
|
–
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15.3K
|
–
|
–
|
–
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$5.37K
|
–
|
–
|
–
|
|
|
35
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$4.35K
|
–
|
–
|
–
|
|
|
36
|
Tower Research Capital (TRC)
New York
|
$1.81K
|
–
|
–
|
–
|
|
|
37
|
|
$1.59K
|
+$1.68K
|
+52
|
New
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
-$6.46K
|
-200
|
-87%
|
|
|
39
|
Janiczek Wealth Management
Denver,
Colorado
|
$859
|
–
|
–
|
–
|
|
|
40
|
Global Retirement Partners
San Rafael,
California
|
$613
|
–
|
–
|
–
|
|
|
41
|
Fidelity Investments
Boston,
Massachusetts
|
$31
|
+$32
|
+1
|
New
|
|
|
42
|
Arvest Trust
Bartlesville,
Oklahoma
|
–
|
-$7.14M
|
-205,194
|
Closed
|
|
|
43
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$681K
|
-19,587
|
Closed
|
|
|
44
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$400K
|
-11,492
|
Closed
|
|
|
45
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
–
|
-$398K
|
-11,439
|
Closed
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$239K
|
-6,860
|
Closed
|
|
|
47
|
White Pine Capital
Bloomington,
Minnesota
|
–
|
-$205K
|
-5,892
|
Closed
|
|
|
48
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$201K
|
-5,768
|
Closed
|
|
|
49
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$65.5K
|
-1,884
|
Closed
|
|
|
50
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
–
|
-$7K
|
-210
|
Closed
|
|
