|
51
|
Creative Planning
Overland Park,
Kansas
|
$124K
|
+$1.36K
|
+42
|
+1%
|
|
|
52
|
Envestnet Asset Management
Chicago,
Illinois
|
$109K
|
-$44K
|
-1,356
|
-29%
|
|
|
53
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$100K
|
–
|
–
|
–
|
|
|
54
|
MSI Financial Services
Springfield,
Massachusetts
|
$99K
|
-$7.4K
|
-228
|
-7%
|
|
|
55
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$79.9K
|
+$13.6K
|
+420
|
+21%
|
|
|
56
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$73K
|
-$268K
|
-8,262
|
-79%
|
|
|
57
|
US Bancorp
Minneapolis,
Minnesota
|
$65K
|
–
|
–
|
–
|
|
|
58
|
Westport Resources Management
Westport,
Connecticut
|
$38K
|
–
|
–
|
–
|
|
|
59
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$29.9K
|
+$29.3K
|
+903
|
New
|
|
|
60
|
Gemmer Asset Management
Walnut Creek,
California
|
$29K
|
+$28.1K
|
+867
|
New
|
|
|
61
|
Nelson Capital Management
Menlo Park,
California
|
$24K
|
+$23.4K
|
+720
|
New
|
|
|
62
|
|
$20K
|
-$16.6K
|
-510
|
-46%
|
|
|
63
|
Waverly Advisors
Birmingham,
Alabama
|
$19K
|
+$18.8K
|
+579
|
New
|
|
|
64
|
North Star Investment Management
Chicago,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
65
|
Reilly Financial Advisors
La Mesa,
California
|
$15K
|
–
|
–
|
–
|
|
|
66
|
|
$14K
|
–
|
–
|
–
|
|
|
67
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$12.4K
|
-$34.1K
|
-1,050
|
-74%
|
|
|
68
|
Partnervest Advisory Services
Santa Barbara,
California
|
$9K
|
–
|
–
|
–
|
|
|
69
|
Regal Investment Advisors
Kentwood,
Michigan
|
$9K
|
–
|
–
|
–
|
|
|
70
|
Delta Asset Management
Memphis,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
71
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$2K
|
–
|
–
|
–
|
|
|
72
|
Syntal Capital Partners
Midland,
Texas
|
–
|
-$1.63M
|
-51,324
|
Closed
|
|
|
73
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$495K
|
-15,594
|
Closed
|
|
|
74
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
–
|
-$29K
|
-915
|
Closed
|
|
