|
51
|
Disciplined Investments
Tulsa,
Oklahoma
|
$56K
|
–
|
–
|
–
|
|
|
52
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$35K
|
–
|
–
|
–
|
|
|
53
|
Choate Investment Advisors
Boston,
Massachusetts
|
$28K
|
+$28.1K
|
+650
|
New
|
|
|
54
|
Catalyst Private Wealth
San Mateo,
California
|
$27K
|
+$26.8K
|
+620
|
New
|
|
|
55
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
56
|
William Blair & Company
Chicago,
Illinois
|
$22K
|
–
|
–
|
–
|
|
|
57
|
Lee Financial
Dallas,
Texas
|
$21K
|
–
|
–
|
–
|
|
|
58
|
IFP Advisors
Tampa,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
59
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
60
|
Creative Financial Designs
Kokomo,
Indiana
|
$10K
|
–
|
–
|
–
|
|
|
61
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
62
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8K
|
+$649
|
+15
|
+9%
|
|
|
63
|
American Portfolios Advisors
Holbrook,
New York
|
$7.4K
|
+$7.31K
|
+169
|
New
|
|
|
64
|
Steward Partners Investment Advisory
New York
|
$6K
|
–
|
–
|
–
|
|
|
65
|
Next Financial Group
Houston,
Texas
|
$5K
|
+$5.11K
|
+118
|
New
|
|
|
66
|
Osaic Holdings
Scottsdale,
Arizona
|
$4K
|
-$29.3K
|
-677
|
-88%
|
|
|
67
|
Arax Advisory Partners
Denver,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
68
|
Elmwood Wealth Management
Berkeley,
California
|
$2K
|
–
|
–
|
–
|
|
|
69
|
Flow Traders U.S.
New York
|
–
|
-$1.24M
|
-31,625
|
Closed
|
|
|
70
|
Bank of New York Mellon
New York
|
–
|
-$989K
|
-25,332
|
Closed
|
|
|
71
|
Capital One Financial
Mclean,
Virginia
|
–
|
-$346K
|
-8,850
|
Closed
|
|
|
72
|
Cambridge Trust
Cambridge,
Massachusetts
|
–
|
-$224K
|
-5,192
|
Closed
|
|
|
73
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$18K
|
-472
|
Closed
|
|
|
74
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$6K
|
-145
|
Closed
|
|
