|
51
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$23K
|
–
|
–
|
–
|
|
|
52
|
First Horizon Advisors
Memphis,
Tennessee
|
$19K
|
–
|
–
|
–
|
|
|
53
|
First Personal Financial Services
Charlotte,
North Carolina
|
$16K
|
+$15.5K
|
+594
|
New
|
|
|
54
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
55
|
Realta Investment Advisors
Wilmington,
Delaware
|
$15K
|
+$14.8K
|
+567
|
New
|
|
|
56
|
KWMG LLC
Overland Park,
Kansas
|
$12K
|
–
|
–
|
–
|
|
|
57
|
Private Ocean
San Rafael,
California
|
$12K
|
–
|
–
|
–
|
|
|
58
|
MCF Advisors
Covington,
Kentucky
|
$11K
|
–
|
–
|
–
|
|
|
59
|
Whittier Trust
South Pasadena,
California
|
$11K
|
–
|
–
|
–
|
|
|
60
|
Optimum Investment Advisors
Chicago,
Illinois
|
$9K
|
–
|
–
|
–
|
|
|
61
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$8K
|
–
|
–
|
–
|
|
|
62
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
63
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$5K
|
+$3.52K
|
+135
|
New
|
|
|
64
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.73K
|
+$4.61K
|
+177
|
New
|
|
|
65
|
Barclays
London,
United Kingdom
|
$4K
|
–
|
–
|
–
|
|
|
66
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$379K
|
-16,455
|
Closed
|
|
|
67
|
|
–
|
-$314K
|
-13,620
|
Closed
|
|
|
68
|
Seelaus Asset Management
Chatham,
New Jersey
|
–
|
-$235K
|
-10,215
|
Closed
|
|
|
69
|
IFP Advisors
Tampa,
Florida
|
–
|
-$66K
|
-2,904
|
Closed
|
|
|
70
|
Next Financial Group
Houston,
Texas
|
–
|
-$22K
|
-936
|
Closed
|
|
|
71
|
|
–
|
-$21K
|
-924
|
Closed
|
|
|
72
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
–
|
-$7.26K
|
-279
|
Closed
|
|
|
73
|
Claro Advisors
Boston,
Massachusetts
|
–
|
-$2K
|
-78
|
Closed
|
|
|
74
|
Washington Trust Bank
Spokane,
Washington
|
–
|
-$1K
|
-24
|
Closed
|
|
|
75
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$78
|
-3
|
-33%
|
|
