|
26
|
LPL Financial
San Diego,
California
|
$209K
|
-$81.9K
|
-697
|
-29%
|
|
|
27
|
Kaizen Financial Strategies
Campbell,
California
|
$208K
|
+$200K
|
+1,700
|
New
|
|
|
28
|
Millennium Management
New York
|
$205K
|
+$198K
|
+1,682
|
New
|
|
|
29
|
Lunt Capital Management
Holladay,
Utah
|
$202K
|
+$195K
|
+1,656
|
New
|
|
|
30
|
RhumbLine Advisers
Boston,
Massachusetts
|
$93K
|
–
|
–
|
–
|
|
|
31
|
Global Retirement Partners
San Rafael,
California
|
$50.4K
|
-$2K
|
-17
|
-4%
|
|
|
32
|
UBS Group
Zurich,
Switzerland
|
$39.1K
|
-$1.76K
|
-15
|
-4%
|
|
|
33
|
CX Institutional
Auburn,
Indiana
|
$34.7K
|
-$14.9M
|
-126,391
|
-100%
|
|
|
34
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$26.8K
|
+$25.7K
|
+219
|
New
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.4K
|
-$50.3K
|
-428
|
-78%
|
|
|
36
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$13.3K
|
-$7.88K
|
-67
|
-38%
|
|
|
37
|
Fidelity Investments
Boston,
Massachusetts
|
$12.2K
|
+$11.8K
|
+100
|
New
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$5.62K
|
-$2.35K
|
-20
|
-30%
|
|
|
39
|
Venturi Wealth Management
Austin,
Texas
|
$5.13K
|
–
|
–
|
–
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.81K
|
–
|
–
|
–
|
|
|
41
|
Realta Investment Advisors
Wilmington,
Delaware
|
$4.15K
|
+$4K
|
+34
|
New
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
43
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.81K
|
+$2.7K
|
+23
|
New
|
|
|
44
|
|
$2.2K
|
+$2.12K
|
+18
|
New
|
|
|
45
|
Comerica Bank
Dallas,
Texas
|
$1.96K
|
-$705
|
-6
|
-27%
|
|
|
46
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.1K
|
+$1.06K
|
+9
|
New
|
|
|
47
|
Covestor
London,
United Kingdom
|
$1K
|
+$235
|
+2
|
+29%
|
|
|
48
|
Horizon Investments
Charlotte,
North Carolina
|
$611
|
+$588
|
+5
|
New
|
|
|
49
|
US Bancorp
Minneapolis,
Minnesota
|
$489
|
–
|
–
|
–
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$4.47M
|
-39,801
|
Closed
|
|
