|
101
|
HM Payson & Co
Portland,
Maine
|
$193
|
–
|
–
|
–
|
|
|
102
|
Swan Capital
Pensacola,
Florida
|
$182
|
–
|
–
|
–
|
|
|
103
|
IFP Advisors
Tampa,
Florida
|
$171
|
–
|
–
|
–
|
|
|
104
|
Bogart Wealth LLC
Mclean,
Virginia
|
$150
|
–
|
–
|
–
|
|
|
105
|
CoreCap Advisors
Southfield,
Michigan
|
$139
|
–
|
–
|
–
|
|
|
106
|
Allworth Financial
Folsom,
California
|
$97
|
+$81
|
+9
|
New
|
|
|
107
|
Archer Investment Corporation
Carmel,
Indiana
|
$96
|
–
|
–
|
–
|
|
|
108
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$96
|
–
|
–
|
–
|
|
|
109
|
North Star Investment Management
Chicago,
Illinois
|
$96
|
–
|
–
|
–
|
|
|
110
|
Whittier Trust
South Pasadena,
California
|
$74
|
–
|
–
|
–
|
|
|
111
|
WhitTier Trust Company
Reno,
Nevada
|
$74
|
–
|
–
|
–
|
|
|
112
|
MAI Capital Management
Independence,
Ohio
|
$43
|
–
|
–
|
–
|
|
|
113
|
True Wealth Design
Akron,
Ohio
|
$33
|
-$72
|
-8
|
-73%
|
|
|
114
|
Essential Partners
Rancho Santa Fe,
California
|
$11
|
+$9
|
+1
|
New
|
|
|
115
|
Capital Research Global Investors
Los Angeles,
California
|
–
|
-$21.4M
|
-2,100,000
|
Closed
|
|
|
116
|
SG Americas Securities
New York
|
–
|
-$582K
|
-57,184
|
Closed
|
|
|
117
|
|
–
|
-$237K
|
-26,229
|
Closed
|
|
|
118
|
Bailard
Foster City,
California
|
–
|
-$225K
|
-22,100
|
Closed
|
|
|
119
|
VOYA Investment Management
Atlanta,
Georgia
|
–
|
-$223K
|
-21,940
|
Closed
|
|
|
120
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$151K
|
-14,788
|
Closed
|
|
|
121
|
Marshall Wace
London,
United Kingdom
|
–
|
-$108K
|
-10,564
|
Closed
|
|
|
122
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$107K
|
-10,473
|
Closed
|
|
|
123
|
Corebridge Financial
Houston,
Texas
|
–
|
-$69.5K
|
-6,823
|
Closed
|
|
|
124
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$50.9K
|
-5,000
|
Closed
|
|
|
125
|
Covestor
London,
United Kingdom
|
–
|
-$33K
|
-3,247
|
Closed
|
|
