|
51
|
Camelot Technology Advisors
San Francisco,
California
|
$183K
|
–
|
–
|
–
|
|
|
52
|
Mutual Advisors
Omaha,
Nebraska
|
$178K
|
–
|
–
|
–
|
|
|
53
|
Osaic Holdings
Scottsdale,
Arizona
|
$145K
|
+$66.6K
|
+5,079
|
+79%
|
|
|
54
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$137K
|
+$2.05K
|
+156
|
+1%
|
|
|
55
|
Private Trust Company
Cleveland,
Ohio
|
$114K
|
+$118K
|
+9,000
|
New
|
|
|
56
|
Farther Finance Advisors
San Francisco,
California
|
$47K
|
–
|
–
|
–
|
|
|
57
|
Comerica Bank
Dallas,
Texas
|
$37.9K
|
–
|
–
|
–
|
|
|
58
|
Allworth Financial
Folsom,
California
|
$37.8K
|
–
|
–
|
–
|
|
|
59
|
Golden State Wealth Management
Santa Ana,
California
|
$26.1K
|
+$27.1K
|
+2,064
|
New
|
|
|
60
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$7.81K
|
-$2.73K
|
-208
|
-25%
|
|
|
61
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$6.78K
|
–
|
–
|
–
|
|
|
62
|
Westside Investment Management
Santa Monica,
California
|
$4.22K
|
–
|
–
|
–
|
|
|
63
|
Decker Retirement Planning
Levi,
Utah
|
$2.91K
|
+$3.02K
|
+230
|
New
|
|
|
64
|
Whittier Trust
South Pasadena,
California
|
$2.53K
|
–
|
–
|
–
|
|
|
65
|
|
$38
|
–
|
–
|
–
|
|
|
66
|
Regatta Capital Group
El Segundo,
California
|
–
|
-$2.9M
|
-213,205
|
Closed
|
|
|
67
|
AQR Arbitrage
Greenwich,
Connecticut
|
–
|
-$1.16M
|
-85,458
|
Closed
|
|
|
68
|
Alpha Financial Partners
Lexington,
Kentucky
|
–
|
-$252K
|
-18,579
|
Closed
|
|
|
69
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$143K
|
-10,512
|
Closed
|
|
|
70
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$40.8K
|
-3,000
|
Closed
|
|
|
71
|
UMB Bank
Kansas City,
Missouri
|
–
|
-$15.8K
|
-1,161
|
Closed
|
|
|
72
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$13.6K
|
-1,000
|
Closed
|
|
|
73
|
FNY Investment Advisers
New York
|
–
|
-$12K
|
-900
|
Closed
|
|
