|
26
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$17K
|
-$44.1K
|
-1,500
|
-73%
|
|
|
27
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15K
|
-$88
|
-3
|
-0.6%
|
|
|
28
|
Whittier Trust
South Pasadena,
California
|
$10K
|
–
|
–
|
–
|
|
|
29
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$9K
|
–
|
–
|
–
|
|
|
30
|
William Blair & Company
Chicago,
Illinois
|
$9K
|
–
|
–
|
–
|
|
|
31
|
AssetMark Inc
Concord,
California
|
$4K
|
-$7.36M
|
-250,317
|
-100%
|
|
|
32
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
33
|
Simplex Trading
Chicago,
Illinois
|
$3K
|
+$2.94K
|
+100
|
New
|
|
|
34
|
Aspire Private Capital
Cornelius,
North Carolina
|
$2K
|
-$953K
|
-32,413
|
-100%
|
|
|
35
|
Ironwood Financial
Tucson,
Arizona
|
$2K
|
–
|
–
|
–
|
|
|
36
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$2K
|
+$2.23K
|
+76
|
New
|
|
|
37
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2K
|
+$2.29K
|
+78
|
New
|
|
|
38
|
Citadel Advisors
Miami,
Florida
|
–
|
-$7.77M
|
-288,288
|
Closed
|
|
|
39
|
Global Financial Private Capital
Sarasota,
Florida
|
–
|
-$2.43M
|
-90,046
|
Closed
|
|
|
40
|
Murphy Capital Management
Bedminster,
New Jersey
|
–
|
-$604K
|
-22,450
|
Closed
|
|
|
41
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
–
|
-$384K
|
-14,260
|
Closed
|
|
|
42
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$356K
|
-13,230
|
Closed
|
|
|
43
|
Prudential Financial
Newark,
New Jersey
|
–
|
-$338K
|
-12,540
|
Closed
|
|
|
44
|
Fiduciary Trust International
Lincoln,
Massachusetts
|
–
|
-$269K
|
-10,000
|
Closed
|
|
|
45
|
Beacon Pointe Advisors
Newport Beach,
California
|
–
|
-$208K
|
-7,772
|
Closed
|
|
|
46
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
–
|
-$208K
|
-7,706
|
Closed
|
|
|
47
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
–
|
-$203K
|
-7,544
|
Closed
|
|
|
48
|
Geneos Wealth Management
Englewood,
Colorado
|
–
|
-$159K
|
-6,000
|
Closed
|
|
|
49
|
Global Financial Private Client
Sarasota,
Florida
|
–
|
-$39.2K
|
-1,520
|
Closed
|
|
|
50
|
Ameritas Investment Company
Lincoln,
Nebraska
|
–
|
-$19K
|
-695
|
Closed
|
|
