|
51
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$20K
|
–
|
–
|
–
|
|
|
52
|
First Horizon Advisors
Memphis,
Tennessee
|
$16K
|
–
|
–
|
–
|
|
|
53
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
54
|
KWMG LLC
Overland Park,
Kansas
|
$11K
|
–
|
–
|
–
|
|
|
55
|
Private Ocean
San Rafael,
California
|
$10K
|
–
|
–
|
–
|
|
|
56
|
Whittier Trust
South Pasadena,
California
|
$10K
|
–
|
–
|
–
|
|
|
57
|
MCF Advisors
Covington,
Kentucky
|
$9K
|
-$4.16K
|
-168
|
-29%
|
|
|
58
|
Optimum Investment Advisors
Chicago,
Illinois
|
$8K
|
–
|
–
|
–
|
|
|
59
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$7K
|
–
|
–
|
–
|
|
|
60
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$6K
|
–
|
–
|
–
|
|
|
61
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
62
|
Barclays
London,
United Kingdom
|
$3K
|
–
|
–
|
–
|
|
|
63
|
Claro Advisors
Boston,
Massachusetts
|
$2K
|
+$1.93K
|
+78
|
New
|
|
|
64
|
Washington Trust Bank
Spokane,
Washington
|
$1K
|
+$595
|
+24
|
New
|
|
|
65
|
Bank of New York Mellon
New York
|
–
|
-$1.73M
|
-61,623
|
Closed
|
|
|
66
|
Raymond James Trust
St. Petersburg,
Florida
|
–
|
-$785K
|
-28,032
|
Closed
|
|
|
67
|
WrapManager Inc
Mill Valley,
California
|
–
|
-$530K
|
-18,936
|
Closed
|
|
|
68
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$497K
|
-17,766
|
Closed
|
|
|
69
|
Steward Partners Investment Advisory
New York
|
–
|
-$431K
|
-15,393
|
Closed
|
|
|
70
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
–
|
-$377K
|
-13,455
|
Closed
|
|
|
71
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$288K
|
-10,296
|
Closed
|
|
|
72
|
Mariner
Overland Park,
Kansas
|
–
|
-$221K
|
-7,884
|
Closed
|
|
|
73
|
Guidant Wealth Advisors
Palatine,
Illinois
|
–
|
-$79K
|
-2,271
|
Closed
|
|
|
74
|
Howe & Rusling
Rochester,
New York
|
–
|
-$22K
|
-780
|
Closed
|
|
|
75
|
Allworth Financial
Folsom,
California
|
–
|
-$20K
|
-723
|
Closed
|
|
