|
26
|
Capital Insight Partners
Scottsdale,
Arizona
|
$268K
|
–
|
–
|
–
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$254K
|
-$159K
|
-3,515
|
-38%
|
|
|
28
|
Boltwood Capital Management
Walnut Creek,
California
|
$248K
|
-$605K
|
-13,413
|
-71%
|
|
|
29
|
Raymond James & Associates
St Petersburg,
Florida
|
$246K
|
-$132K
|
-2,916
|
-35%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$228K
|
+$232K
|
+5,136
|
New
|
|
|
31
|
Liberty Wealth Management
Oakland,
California
|
$179K
|
–
|
–
|
–
|
|
|
32
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$153K
|
–
|
–
|
–
|
|
|
33
|
|
$144K
|
-$1.12M
|
-24,787
|
-88%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$67K
|
-$161K
|
-3,561
|
-70%
|
|
|
35
|
Column Capital Advisors
Indianapolis,
Indiana
|
$64K
|
–
|
–
|
–
|
|
|
36
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$50K
|
–
|
–
|
–
|
|
|
37
|
Geneos Wealth Management
Englewood,
Colorado
|
$40K
|
–
|
–
|
–
|
|
|
38
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$30K
|
+$30.5K
|
+675
|
New
|
|
|
39
|
Creative Financial Designs
Kokomo,
Indiana
|
$27K
|
+$27.1K
|
+601
|
New
|
|
|
40
|
|
$20K
|
–
|
–
|
–
|
|
|
41
|
Global Retirement Partners
San Rafael,
California
|
$15K
|
–
|
–
|
–
|
|
|
42
|
Advisory Alpha
Holland,
Michigan
|
$13K
|
+$12.8K
|
+283
|
New
|
|
|
43
|
Retirement Group
San Diego,
California
|
$11K
|
–
|
–
|
–
|
|
|
44
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$6K
|
-$17.1K
|
-380
|
-73%
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4K
|
–
|
–
|
–
|
|
|
46
|
Community Bank
Dewitt,
New York
|
$2K
|
–
|
–
|
–
|
|
|
47
|
Front Row Advisors
Tiburon,
California
|
$1K
|
–
|
–
|
–
|
|
|
48
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
49
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$1.82M
|
-41,496
|
Closed
|
|
|
50
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$453K
|
-10,348
|
Closed
|
|
