|
101
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17K
|
–
|
–
|
–
|
|
|
102
|
Tortoise Investment Management
White Plains,
New York
|
$16K
|
–
|
–
|
–
|
|
|
103
|
Gupta Wealth Management
San Diego,
California
|
$14K
|
–
|
–
|
–
|
|
|
104
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$14K
|
+$14.3K
|
+396
|
New
|
|
|
105
|
Creative Planning
Overland Park,
Kansas
|
$11K
|
+$11.1K
|
+307
|
New
|
|
|
106
|
|
$11K
|
+$11.5K
|
+320
|
New
|
|
|
107
|
Community Bank
Dewitt,
New York
|
$9K
|
–
|
–
|
–
|
|
|
108
|
Aft Forsyth & Sober
Valrico,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
109
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$28.6M
|
-783,167
|
Closed
|
|
|
110
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$2.51M
|
-68,688
|
Closed
|
|
|
111
|
Risk Paradigm Group
Austin,
Texas
|
–
|
-$888K
|
-24,324
|
Closed
|
|
|
112
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$721K
|
-19,757
|
Closed
|
|
|
113
|
Gateway Advisory
Westfield,
New Jersey
|
–
|
-$200K
|
-5,491
|
Closed
|
|
|
114
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$126K
|
-3,453
|
Closed
|
|
|
115
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$45K
|
-1,232
|
Closed
|
|
|
116
|
Wealthfront
Palo Alto,
California
|
–
|
-$20K
|
-559
|
Closed
|
|
|
117
|
Sandy Spring Bank
Olney,
Maryland
|
–
|
-$16K
|
-450
|
Closed
|
|
|
118
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
–
|
-$11K
|
-308
|
Closed
|
|
|
119
|
Wealthcare Capital Management
Richmond,
Virginia
|
–
|
-$11K
|
-302
|
Closed
|
|
|
120
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$9K
|
-248
|
Closed
|
|
|
121
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
–
|
-$8K
|
-210
|
Closed
|
|
