|
51
|
Lloyds Banking Group
London,
United Kingdom
|
$10K
|
–
|
–
|
–
|
|
|
52
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$10K
|
–
|
–
|
–
|
|
|
53
|
Global Retirement Partners
San Rafael,
California
|
$10K
|
+$9.24K
|
+281
|
New
|
|
|
54
|
Cutler Group
San Francisco,
California
|
$10K
|
+$10K
|
+304
|
New
|
|
|
55
|
North Star Investment Management
Chicago,
Illinois
|
$9K
|
–
|
–
|
–
|
|
|
56
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$8K
|
–
|
–
|
–
|
|
|
57
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
58
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$7K
|
–
|
–
|
–
|
|
|
59
|
Geneos Wealth Management
Englewood,
Colorado
|
$6K
|
-$14K
|
-425
|
-71%
|
|
|
60
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$4K
|
-$3.29K
|
-100
|
-50%
|
|
|
61
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
62
|
|
$4K
|
–
|
–
|
–
|
|
|
63
|
Washington Trust Bank
Spokane,
Washington
|
$4K
|
+$4.11K
|
+125
|
New
|
|
|
64
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
65
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2K
|
–
|
–
|
–
|
|
|
66
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$2K
|
+$1.87K
|
+57
|
New
|
|
|
67
|
|
$1K
|
-$5.49K
|
-167
|
-88%
|
|
|
68
|
Fusion Family Wealth
Woodbury,
New York
|
$1K
|
–
|
–
|
–
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$779K
|
-23,090
|
Closed
|
|
|
70
|
Oppenheimer Asset Management
New York
|
–
|
-$417K
|
-12,368
|
Closed
|
|
|
71
|
LGL Partners
Philadelphia,
Pennsylvania
|
–
|
-$246K
|
-7,300
|
Closed
|
|
|
72
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$20K
|
-580
|
Closed
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$18K
|
-538
|
Closed
|
|
|
74
|
Delta Asset Management
Memphis,
Tennessee
|
–
|
-$14K
|
-400
|
Closed
|
|
|
75
|
Armor Investment Advisors
Raleigh,
North Carolina
|
–
|
-$5K
|
-150
|
Closed
|
|
