|
51
|
Delta Asset Management
Memphis,
Tennessee
|
$14K
|
+$14.9K
|
+400
|
New
|
|
|
52
|
Tarbox Family Office
Newport Beach,
California
|
$10K
|
–
|
–
|
–
|
|
|
53
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$10K
|
+$10.9K
|
+293
|
New
|
|
|
54
|
Lloyds Banking Group
London,
United Kingdom
|
$9K
|
–
|
–
|
–
|
|
|
55
|
North Star Investment Management
Chicago,
Illinois
|
$8K
|
–
|
–
|
–
|
|
|
56
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$8K
|
–
|
–
|
–
|
|
|
57
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
58
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$7K
|
+$7.44K
|
+200
|
New
|
|
|
59
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7K
|
+$7.81K
|
+210
|
New
|
|
|
60
|
|
$6K
|
–
|
–
|
–
|
|
|
61
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$5K
|
-$3.72K
|
-100
|
-40%
|
|
|
62
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
63
|
|
$4K
|
–
|
–
|
–
|
|
|
64
|
Country Trust Bank
Bloomington,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
65
|
People's United Financial
Bridgeport,
Connecticut
|
$2K
|
-$1.86K
|
-50
|
-50%
|
|
|
66
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
67
|
SEI Investments
Oaks,
Pennsylvania
|
$2K
|
+$1.82K
|
+49
|
New
|
|
|
68
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2K
|
+$1.94K
|
+52
|
New
|
|
|
69
|
Fusion Family Wealth
Woodbury,
New York
|
$1K
|
–
|
–
|
–
|
|
|
70
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
–
|
-$1.85M
|
-44,000
|
Closed
|
|
|
71
|
Bruderman Asset Management
Locust Valley,
New York
|
–
|
-$1.82M
|
-43,249
|
Closed
|
|
|
72
|
SG Americas Securities
New York
|
–
|
-$503K
|
-11,942
|
Closed
|
|
|
73
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$260K
|
-6,167
|
Closed
|
|
|
74
|
Gerald L. Ray & Associates
Dallas,
Texas
|
–
|
-$240K
|
-5,710
|
Closed
|
|
|
75
|
Murphy Capital Management
Bedminster,
New Jersey
|
–
|
-$225K
|
-5,356
|
Closed
|
|
