|
51
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$11K
|
–
|
–
|
–
|
|
|
52
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
53
|
Asset Dedication LLC
San Francisco,
California
|
$8K
|
+$8K
|
+167
|
New
|
|
|
54
|
Fidelity Investments
Boston,
Massachusetts
|
$6K
|
+$4.79K
|
+100
|
+385%
|
|
|
55
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5K
|
-$21.7K
|
-452
|
-82%
|
|
|
56
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
57
|
First Command Bank
Fort Worth,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
58
|
First Command Financial Services
Fort Worth,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
59
|
Next Financial Group
Houston,
Texas
|
$5K
|
–
|
–
|
–
|
|
|
60
|
Harbour Investments
Madison,
Wisconsin
|
$3K
|
-$9.58K
|
-200
|
-78%
|
|
|
61
|
Lenox Wealth Advisors
New York
|
$2K
|
–
|
–
|
–
|
|
|
62
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2K
|
+$2.4K
|
+50
|
New
|
|
|
63
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
64
|
Albion Financial Group
Salt Lake City,
Utah
|
$1K
|
+$575
|
+12
|
New
|
|
|
65
|
Eaton Vance Management
Boston,
Massachusetts
|
$1K
|
+$1.2K
|
+25
|
New
|
|
|
66
|
Wealthstreet Investment Advisors
Dallas,
Texas
|
–
|
-$1.64M
|
-32,636
|
Closed
|
|
|
67
|
Fulcrum Equity Management
Plano,
Texas
|
–
|
-$1.24M
|
-24,724
|
Closed
|
|
|
68
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$424K
|
-8,439
|
Closed
|
|
|
69
|
RFG Advisory
Birmingham,
Alabama
|
–
|
-$338K
|
-6,723
|
Closed
|
|
|
70
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$235K
|
-4,683
|
Closed
|
|
|
71
|
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
|
–
|
-$221K
|
-4,400
|
Closed
|
|
|
72
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
–
|
-$201K
|
-4,000
|
Closed
|
|
|
73
|
Rockefeller Capital Management
New York
|
–
|
-$201K
|
-4,000
|
Closed
|
|
|
74
|
Atlas Capital Advisors
Jackson,
Wyoming
|
–
|
-$70.4K
|
-1,400
|
Closed
|
|
|
75
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$15K
|
-300
|
Closed
|
|
