|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18K
|
–
|
–
|
–
|
|
|
102
|
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
|
$15K
|
-$49K
|
-1,304
|
-71%
|
|
|
103
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
104
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$13K
|
–
|
–
|
–
|
|
|
105
|
Sandy Spring Bank
Olney,
Maryland
|
$13K
|
–
|
–
|
–
|
|
|
106
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$11.8K
|
–
|
–
|
–
|
|
|
107
|
Royal Fund Management
Lady Lake,
Florida
|
$10K
|
-$1.01K
|
-27
|
-7%
|
|
|
108
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$10K
|
–
|
–
|
–
|
|
|
109
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$6K
|
–
|
–
|
–
|
|
|
110
|
AssetMark Inc
Concord,
California
|
$6K
|
+$7.6K
|
+202
|
New
|
|
|
111
|
Optimum Investment Advisors
Chicago,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
112
|
William Blair & Company
Chicago,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
113
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3K
|
–
|
–
|
–
|
|
|
114
|
McIlrath & Eck
Arlington,
Washington
|
$3K
|
–
|
–
|
–
|
|
|
115
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$3K
|
+$3.99K
|
+106
|
New
|
|
|
116
|
Matrix Private Capital Group
New York
|
$2K
|
–
|
–
|
–
|
|
|
117
|
FundX Investment Group
San Francisco,
California
|
–
|
-$30.9M
|
-746,942
|
Closed
|
|
|
118
|
Quantitative Advantage
Minnetonka,
Minnesota
|
–
|
-$17.9M
|
-432,305
|
Closed
|
|
|
119
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$493K
|
-11,915
|
Closed
|
|
|
120
|
WMS Partners
Towson,
Maryland
|
–
|
-$466K
|
-11,280
|
Closed
|
|
|
121
|
Renaissance Technologies
New York
|
–
|
-$368K
|
-8,900
|
Closed
|
|
|
122
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$262K
|
-6,326
|
Closed
|
|
|
123
|
Greenleaf Trust
Kalamazoo,
Michigan
|
–
|
-$258K
|
-6,234
|
Closed
|
|
|
124
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$232K
|
-5,617
|
Closed
|
|
|
125
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$227K
|
-5,519
|
Closed
|
|
