|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$240K
|
–
|
–
|
–
|
|
|
52
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$227K
|
+$3.4K
|
+34
|
+2%
|
|
|
53
|
NWAM LLC
Mercer Island,
Washington
|
$204K
|
-$4.39K
|
-44
|
-2%
|
|
|
54
|
Cable Hill Partners
Portland,
Oregon
|
$135K
|
+$135K
|
+1,352
|
New
|
|
|
55
|
Focused Wealth Management
Newburgh,
New York
|
$125K
|
-$54.9K
|
-550
|
-31%
|
|
|
56
|
Gupta Wealth Management
San Diego,
California
|
$110K
|
–
|
–
|
–
|
|
|
57
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$75K
|
-$5.59K
|
-56
|
-7%
|
|
|
58
|
Managed Account Advisors
Jersey City,
New Jersey
|
$75K
|
+$60.9K
|
+610
|
+445%
|
|
|
59
|
WFG Advisors
Dallas,
Texas
|
$63K
|
+$3.99K
|
+40
|
+7%
|
|
|
60
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$31K
|
–
|
–
|
–
|
|
|
61
|
Winfield Associates
Cleveland,
Ohio
|
$28K
|
–
|
–
|
–
|
|
|
62
|
Next Financial Group
Houston,
Texas
|
$20K
|
–
|
–
|
–
|
|
|
63
|
|
$19K
|
–
|
–
|
–
|
|
|
64
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$17K
|
+$17.2K
|
+172
|
New
|
|
|
65
|
Joel Isaacson & Co
New York
|
$16K
|
+$16.4K
|
+164
|
New
|
|
|
66
|
Patten Group
Chattanooga,
Tennessee
|
$2K
|
+$2K
|
+20
|
New
|
|
|
67
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
68
|
Allen Investment Management
New York
|
–
|
-$444K
|
-4,470
|
Closed
|
|
|
69
|
TD Capital Management
Memphis,
Tennessee
|
–
|
-$429K
|
-4,319
|
Closed
|
|
|
70
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
–
|
-$156K
|
-1,574
|
Closed
|
|
|
71
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$3K
|
-30
|
Closed
|
|
|
72
|
Wealthfront
Palo Alto,
California
|
–
|
-$2K
|
-22
|
Closed
|
|
|
73
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$2K
|
-16
|
Closed
|
|
|
74
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$1K
|
-1
|
Closed
|
|
