|
51
|
Whittier Trust
South Pasadena,
California
|
$13K
|
–
|
–
|
–
|
|
|
52
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$11K
|
-$12.9K
|
-322
|
-53%
|
|
|
53
|
IFP Advisors
Tampa,
Florida
|
$10K
|
+$12K
|
+300
|
New
|
|
|
54
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$5K
|
–
|
–
|
–
|
|
|
55
|
William Blair & Company
Chicago,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
56
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3K
|
–
|
–
|
–
|
|
|
57
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
+$440
|
+11
|
+22%
|
|
|
58
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$2K
|
+$1.56K
|
+39
|
New
|
|
|
59
|
Caldwell Trust
Venice,
Florida
|
$1.09K
|
–
|
–
|
–
|
|
|
60
|
|
$1K
|
–
|
–
|
–
|
|
|
61
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
62
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$1K
|
+$1.28K
|
+32
|
New
|
|
|
63
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$21.1M
|
-495,167
|
Closed
|
|
|
64
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$6.88M
|
-161,349
|
Closed
|
|
|
65
|
Park Avenue Securities
New York
|
–
|
-$3.5M
|
-82,072
|
Closed
|
|
|
66
|
Ascent Group
Virginia Beach,
Virginia
|
–
|
-$2.17M
|
-52,611
|
Closed
|
|
|
67
|
Raleigh Capital Management
Cary,
North Carolina
|
–
|
-$1.8M
|
-42,143
|
Closed
|
|
|
68
|
GeoWealth Management
Chicago,
Illinois
|
–
|
-$1.68M
|
-39,409
|
Closed
|
|
|
69
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$1.59M
|
-37,354
|
Closed
|
|
|
70
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$1.55M
|
-36,310
|
Closed
|
|
|
71
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$1.09M
|
-25,568
|
Closed
|
|
|
72
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$836K
|
-19,631
|
Closed
|
|
|
73
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$792K
|
-18,598
|
Closed
|
|
|
74
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
–
|
-$680K
|
-15,960
|
Closed
|
|
|
75
|
Capital Asset Advisory Services
Williamston,
Michigan
|
–
|
-$673K
|
-15,797
|
Closed
|
|
