|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31K
|
–
|
–
|
–
|
|
|
52
|
Edge Wealth Management
New York
|
$28K
|
+$14.2K
|
+13
|
+87%
|
|
|
53
|
Wolverine Asset Management
Chicago,
Illinois
|
$25K
|
-$975K
|
-894
|
-97%
|
|
|
54
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$25K
|
–
|
–
|
–
|
|
|
55
|
Envestnet Asset Management
Chicago,
Illinois
|
$23K
|
+$18.5K
|
+17
|
+340%
|
|
|
56
|
Bessemer Group
Woodbridge,
New Jersey
|
$21K
|
–
|
–
|
–
|
|
|
57
|
Global Retirement Partners
San Rafael,
California
|
$20K
|
+$6.54K
|
+6
|
+46%
|
|
|
58
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$13K
|
+$12K
|
+11
|
+1,100%
|
|
|
59
|
First Allied Advisory Services
San Diego,
California
|
$12K
|
+$12K
|
+11
|
New
|
|
|
60
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$11K
|
-$6.54K
|
-6
|
-35%
|
|
|
61
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$11K
|
+$12K
|
+11
|
New
|
|
|
62
|
Sonora Investment Management
Tucson,
Arizona
|
$10.3K
|
–
|
–
|
–
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$9K
|
–
|
–
|
–
|
|
|
64
|
Krilogy Financial
St. Louis,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
65
|
Regions Financial Corp
Birmingham,
Alabama
|
$6K
|
+$6.54K
|
+6
|
New
|
|
|
66
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$4K
|
+$4.36K
|
+4
|
New
|
|
|
67
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
68
|
Barclays
London,
United Kingdom
|
$2K
|
–
|
–
|
–
|
|
|
69
|
Hudock Inc
Williamsport,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
70
|
Security National Trust
Wheeling,
West Virginia
|
$2K
|
–
|
–
|
–
|
|
|
71
|
Royal Fund Management
Lady Lake,
Florida
|
$2K
|
+$2.18K
|
+2
|
New
|
|
|
72
|
Jolley Asset Management
Rocky Mount,
North Carolina
|
$1K
|
–
|
–
|
–
|
|
|
73
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
74
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
–
|
-$3.43M
|
-2,944
|
Closed
|
|
|
75
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
–
|
-$1.2M
|
-1,025
|
Closed
|
|
