|
51
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
–
|
–
|
–
|
|
|
52
|
Osaic Holdings
Scottsdale,
Arizona
|
$17K
|
+$18.4K
|
+597
|
New
|
|
|
53
|
Kore Private Wealth
New York
|
$13K
|
-$28.7K
|
-932
|
-67%
|
|
|
54
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
55
|
Pacifica Partners
Surrey,
Canada
|
$8K
|
–
|
–
|
–
|
|
|
56
|
Fidelity Investments
Boston,
Massachusetts
|
$7K
|
–
|
–
|
–
|
|
|
57
|
RBC Europe
London,
United Kingdom
|
$6.94K
|
–
|
–
|
–
|
|
|
58
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
59
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$2.31K
|
+$2.62K
|
+85
|
New
|
|
|
60
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
61
|
Synovus Financial
Columbus,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
62
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
63
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$18M
|
-546,222
|
Closed
|
|
|
64
|
Partners Capital Investment Group
Boston,
Massachusetts
|
–
|
-$9.96M
|
-302,162
|
Closed
|
|
|
65
|
Prudential Financial
Newark,
New Jersey
|
–
|
-$9.76M
|
-296,000
|
Closed
|
|
|
66
|
Pictet Asset Management (UK)
London,
United Kingdom
|
–
|
-$4.38M
|
-132,820
|
Closed
|
|
|
67
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$3.59M
|
-108,892
|
Closed
|
|
|
68
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$2.54M
|
-77,089
|
Closed
|
|
|
69
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$1.69M
|
-51,097
|
Closed
|
|
|
70
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$1.63M
|
-49,429
|
Closed
|
|
|
71
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$940K
|
-28,499
|
Closed
|
|
|
72
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$542K
|
-16,445
|
Closed
|
|
|
73
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$341K
|
-10,365
|
Closed
|
|
|
74
|
Scotia Capital
Toronto,
Ontario, Canada
|
–
|
-$240K
|
-7,290
|
Closed
|
|
|
75
|
Barings
Charlotte,
North Carolina
|
–
|
-$108K
|
-3,265
|
Closed
|
|
