|
101
|
Ballew Advisors
Jackson,
Mississippi
|
$40K
|
+$40K
|
+1,347
|
New
|
|
|
102
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$32K
|
–
|
–
|
–
|
|
|
103
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30K
|
–
|
–
|
–
|
|
|
104
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$18K
|
+$18K
|
+593
|
New
|
|
|
105
|
YorkBridge Wealth Partners
New York
|
$15K
|
–
|
–
|
–
|
|
|
106
|
Regions Financial Corp
Birmingham,
Alabama
|
$14K
|
+$14K
|
+455
|
New
|
|
|
107
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$13K
|
–
|
–
|
–
|
|
|
108
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12K
|
-$17.5K
|
-563
|
-59%
|
|
|
109
|
Baystate Wealth Management
Boston,
Massachusetts
|
$9K
|
+$9K
|
+300
|
New
|
|
|
110
|
Pacific Center for Financial Services
San Ramon,
California
|
$8K
|
–
|
–
|
–
|
|
|
111
|
Parallel Advisors
San Francisco,
California
|
$8K
|
–
|
–
|
–
|
|
|
112
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$8K
|
+$8K
|
+281
|
New
|
|
|
113
|
G&S Capital
Denver,
Colorado
|
$7K
|
+$57
|
+2
|
+0.8%
|
|
|
114
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
115
|
M&R Capital Management
Summit,
New Jersey
|
$5K
|
–
|
–
|
–
|
|
|
116
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$5K
|
+$5K
|
+182
|
New
|
|
|
117
|
|
$4K
|
–
|
–
|
–
|
|
|
118
|
Clear Perspective Advisors
Aurora,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
119
|
Global Financial Private Capital
Sarasota,
Florida
|
–
|
-$1.49M
|
-48,924
|
Closed
|
|
|
120
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
–
|
-$1.24M
|
-40,546
|
Closed
|
|
|
121
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$535K
|
-17,580
|
Closed
|
|
|
122
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$409K
|
-13,425
|
Closed
|
|
|
123
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
–
|
-$349K
|
-11,456
|
Closed
|
|
|
124
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$356K
|
-11,399
|
Closed
|
|
|
125
|
Financial Advocates Investment Management
Olympia,
Washington
|
–
|
-$329K
|
-10,809
|
Closed
|
|
