|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42K
|
–
|
–
|
–
|
|
|
102
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$34K
|
–
|
–
|
–
|
|
|
103
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$33K
|
+$16.3K
|
+965
|
+97%
|
|
|
104
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$29K
|
–
|
–
|
–
|
|
|
105
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$27K
|
-$760K
|
-44,884
|
-97%
|
|
|
106
|
Intellectus Partners
San Francisco,
California
|
$27K
|
–
|
–
|
–
|
|
|
107
|
|
$24K
|
–
|
–
|
–
|
|
|
108
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$23K
|
+$23.1K
|
+1,364
|
New
|
|
|
109
|
Close Asset Management
London,
United Kingdom
|
$18K
|
–
|
–
|
–
|
|
|
110
|
SEI Investments
Oaks,
Pennsylvania
|
$17K
|
+$16.9K
|
+1,000
|
New
|
|
|
111
|
Alexandria Capital
Arlington,
Virginia
|
$14K
|
–
|
–
|
–
|
|
|
112
|
North Star Investment Management
Chicago,
Illinois
|
$12K
|
–
|
–
|
–
|
|
|
113
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$10K
|
–
|
–
|
–
|
|
|
114
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$10K
|
+$10.2K
|
+600
|
New
|
|
|
115
|
Westside Investment Management
Santa Monica,
California
|
$8.47K
|
–
|
–
|
–
|
|
|
116
|
First Command Bank
Fort Worth,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
117
|
First Command Financial Services
Fort Worth,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
118
|
IHT Wealth Management
Chicago,
Illinois
|
$6K
|
+$1.69K
|
+100
|
New
|
|
|
119
|
Parallel Advisors
San Francisco,
California
|
$1K
|
+$795
|
+47
|
New
|
|
|
120
|
Arrow Investment Advisors
Laurel,
Maryland
|
–
|
-$23.3M
|
-1,366,908
|
Closed
|
|
|
121
|
Bogart Wealth LLC
Mclean,
Virginia
|
–
|
-$13.6M
|
-794,364
|
Closed
|
|
|
122
|
FundX Investment Group
San Francisco,
California
|
–
|
-$12.6M
|
-735,832
|
Closed
|
|
|
123
|
Dorsey Wright & Associates
Pasadena,
California
|
–
|
-$6.52M
|
-382,071
|
Closed
|
|
|
124
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$217K
|
-12,705
|
Closed
|
|
|
125
|
AssetMark Inc
Concord,
California
|
–
|
-$22K
|
-1,300
|
Closed
|
|
