|
51
|
Regal Investment Advisors
Kentwood,
Michigan
|
$34K
|
+$12.1K
|
+1,050
|
+53%
|
|
|
52
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$32K
|
+$28.9K
|
+2,500
|
+714%
|
|
|
53
|
Vigilant Capital Management
Portland,
Maine
|
$28K
|
–
|
–
|
–
|
|
|
54
|
WhitTier Trust Company
Reno,
Nevada
|
$27K
|
–
|
–
|
–
|
|
|
55
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$26K
|
–
|
–
|
–
|
|
|
56
|
|
$24K
|
–
|
–
|
–
|
|
|
57
|
Gupta Wealth Management
San Diego,
California
|
$22K
|
+$23.1K
|
+2,000
|
New
|
|
|
58
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$20K
|
-$2.89K
|
-250
|
-12%
|
|
|
59
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19K
|
+$4.05K
|
+350
|
+27%
|
|
|
60
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$15K
|
+$16.5K
|
+1,430
|
New
|
|
|
61
|
|
$14K
|
-$8.67K
|
-750
|
-38%
|
|
|
62
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$7K
|
+$6.94K
|
+600
|
New
|
|
|
63
|
American International Group
New York
|
$4.1K
|
–
|
–
|
–
|
|
|
64
|
Thompson Davis & Co
Richmond,
Virginia
|
$2K
|
-$2.2K
|
-190
|
-46%
|
|
|
65
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
66
|
United Services Automobile Association
San Antonio,
Texas
|
–
|
-$878K
|
-75,000
|
Closed
|
|
|
67
|
M&T Bank
Buffalo,
New York
|
–
|
-$695K
|
-59,370
|
Closed
|
|
|
68
|
United Asset Strategies
Garden City,
New York
|
–
|
-$601K
|
-51,380
|
Closed
|
|
|
69
|
|
–
|
-$580K
|
-49,590
|
Closed
|
|
|
70
|
Citadel Advisors
Miami,
Florida
|
–
|
-$360K
|
-30,720
|
Closed
|
|
|
71
|
Virtu KCG Holdings
New York
|
–
|
-$264K
|
-22,540
|
Closed
|
|
|
72
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$124K
|
-10,560
|
Closed
|
|
|
73
|
AssetMark Inc
Concord,
California
|
–
|
-$51K
|
-4,380
|
Closed
|
|
|
74
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$45K
|
-3,900
|
Closed
|
|
|
75
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$41K
|
-3,500
|
Closed
|
|
