|
26
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$128K
|
–
|
–
|
–
|
|
|
27
|
|
$102K
|
–
|
–
|
–
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51K
|
–
|
–
|
–
|
|
|
29
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$49K
|
-$90.1K
|
-1,869
|
-65%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$38K
|
+$37.4K
|
+776
|
New
|
|
|
31
|
Advisor Group
Phoenix,
Arizona
|
$32K
|
-$661K
|
-13,720
|
-95%
|
|
|
32
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$29K
|
-$233K
|
-4,829
|
-89%
|
|
|
33
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$28K
|
+$28.1K
|
+583
|
New
|
|
|
34
|
IFP Advisors
Tampa,
Florida
|
$19K
|
+$18.6K
|
+385
|
New
|
|
|
35
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$16K
|
–
|
–
|
–
|
|
|
36
|
West Paces Advisors
Atlanta,
Georgia
|
$13.1K
|
–
|
–
|
–
|
|
|
37
|
American Portfolios Advisors
Holbrook,
New York
|
$11K
|
+$10.9K
|
+226
|
New
|
|
|
38
|
|
$11K
|
–
|
–
|
–
|
|
|
39
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$8K
|
+$7.81K
|
+162
|
New
|
|
|
40
|
Advisory Services Network
Atlanta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
41
|
|
$4K
|
–
|
–
|
–
|
|
|
42
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4K
|
–
|
–
|
–
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
44
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
45
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$5.81M
|
-120,972
|
Closed
|
|
|
46
|
|
–
|
-$3.87M
|
-80,723
|
Closed
|
|
|
47
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$1.38M
|
-28,764
|
Closed
|
|
|
48
|
|
–
|
-$1.32M
|
-27,500
|
Closed
|
|
|
49
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$528K
|
-10,936
|
Closed
|
|
|
50
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$44K
|
-909
|
Closed
|
|
