|
51
|
Biltmore Family Office
Charlotte,
North Carolina
|
$20K
|
+$20.1K
|
+735
|
New
|
|
|
52
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
53
|
Private Ocean
San Rafael,
California
|
$12K
|
–
|
–
|
–
|
|
|
54
|
Whittier Trust
South Pasadena,
California
|
$12K
|
–
|
–
|
–
|
|
|
55
|
Optimum Investment Advisors
Chicago,
Illinois
|
$9K
|
–
|
–
|
–
|
|
|
56
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$8K
|
–
|
–
|
–
|
|
|
57
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$6K
|
+$6.15K
|
+225
|
New
|
|
|
58
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$4.93K
|
–
|
–
|
–
|
|
|
59
|
Global Retirement Partners
San Rafael,
California
|
$4K
|
-$63.7K
|
-2,331
|
-94%
|
|
|
60
|
Barclays
London,
United Kingdom
|
$4K
|
–
|
–
|
–
|
|
|
61
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$1K
|
+$1.07K
|
+39
|
New
|
|
|
62
|
American Portfolios Advisors
Holbrook,
New York
|
$943
|
+$902
|
+33
|
New
|
|
|
63
|
Innealta Capital
Austin,
Texas
|
–
|
-$1.75M
|
-65,442
|
Closed
|
|
|
64
|
|
–
|
-$776K
|
-29,031
|
Closed
|
|
|
65
|
Koshinski Asset Management
Decatur,
Illinois
|
–
|
-$414K
|
-14,766
|
Closed
|
|
|
66
|
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
|
–
|
-$393K
|
-14,670
|
Closed
|
|
|
67
|
Mariner
Overland Park,
Kansas
|
–
|
-$310K
|
-11,577
|
Closed
|
|
|
68
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
–
|
-$218K
|
-8,166
|
Closed
|
|
|
69
|
BB&T Securities
Richmond,
Virginia
|
–
|
-$208K
|
-7,785
|
Closed
|
|
|
70
|
First Horizon Advisors
Memphis,
Tennessee
|
–
|
-$19K
|
-711
|
Closed
|
|
|
71
|
First Personal Financial Services
Charlotte,
North Carolina
|
–
|
-$16K
|
-594
|
Closed
|
|
|
72
|
KWMG LLC
Overland Park,
Kansas
|
–
|
-$12K
|
-459
|
Closed
|
|
|
73
|
MCF Advisors
Covington,
Kentucky
|
–
|
-$11K
|
-408
|
Closed
|
|
|
74
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$5K
|
-192
|
Closed
|
|
|
75
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$5K
|
-135
|
Closed
|
|
