|
51
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
52
|
Geneos Wealth Management
Englewood,
Colorado
|
$5K
|
–
|
–
|
–
|
|
|
53
|
Advisory Services Network
Atlanta,
Georgia
|
$5K
|
+$5.84K
|
+204
|
New
|
|
|
54
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4K
|
–
|
–
|
–
|
|
|
55
|
|
$2K
|
-$1.55K
|
-54
|
-44%
|
|
|
56
|
PYA Waltman Capital
Knoxville,
Tennessee
|
$1K
|
–
|
–
|
–
|
|
|
57
|
Sonora Investment Management
Tucson,
Arizona
|
$1K
|
–
|
–
|
–
|
|
|
58
|
Whittier Trust
South Pasadena,
California
|
$1K
|
–
|
–
|
–
|
|
|
59
|
Arlington Financial Advisors
Santa Barbara,
California
|
–
|
-$6.23M
|
-195,064
|
Closed
|
|
|
60
|
Condor Capital Management
Martinsville,
New Jersey
|
–
|
-$3.2M
|
-100,062
|
Closed
|
|
|
61
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$1.13M
|
-35,344
|
Closed
|
|
|
62
|
Scotia Capital
Toronto,
Ontario, Canada
|
–
|
-$316K
|
-9,898
|
Closed
|
|
|
63
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$254K
|
-7,952
|
Closed
|
|
|
64
|
Summit Financial Strategies
Columbus,
Ohio
|
–
|
-$225K
|
-7,038
|
Closed
|
|
|
65
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
–
|
-$133K
|
-4,152
|
Closed
|
|
|
66
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$56K
|
-1,739
|
Closed
|
|
|
67
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
–
|
-$35.3K
|
-1,105
|
Closed
|
|
|
68
|
Litman Gregory Wealth Management
Larkspur,
California
|
–
|
-$10K
|
-302
|
Closed
|
|
|
69
|
|
–
|
-$7K
|
-211
|
Closed
|
|
|
70
|
FAS Wealth Partners
Leawood,
Kansas
|
–
|
-$3K
|
-95
|
Closed
|
|
|
71
|
Silicon Hills Wealth Management
Austin,
Texas
|
–
|
-$14
|
-1
|
Closed
|
|
|
72
|
Rockefeller Capital Management
New York
|
–
|
+$229
|
+8
|
New
|
|
