|
101
|
Whittier Trust
South Pasadena,
California
|
$20K
|
–
|
–
|
–
|
|
|
102
|
Lenox Wealth Advisors
New York
|
$20K
|
+$21K
|
+100
|
New
|
|
|
103
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$20K
|
+$21K
|
+100
|
New
|
|
|
104
|
Financial Perspectives
Minneapolis,
Minnesota
|
$17.8K
|
–
|
–
|
–
|
|
|
105
|
Asset Dedication LLC
San Francisco,
California
|
$17K
|
+$4.83K
|
+23
|
+38%
|
|
|
106
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16K
|
–
|
–
|
–
|
|
|
107
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
108
|
Next Financial Group
Houston,
Texas
|
$15K
|
–
|
–
|
–
|
|
|
109
|
Advisornet Financial
Minnetonka,
Minnesota
|
$12K
|
-$3.99K
|
-19
|
-24%
|
|
|
110
|
|
$10K
|
-$131K
|
-623
|
-92%
|
|
|
111
|
Ancora Advisors
Cleveland,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
112
|
Sonora Investment Management
Tucson,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
113
|
Spire Wealth Management
Mclean,
Virginia
|
$10K
|
–
|
–
|
–
|
|
|
114
|
Global Financial Private Client
Sarasota,
Florida
|
$8.65K
|
–
|
–
|
–
|
|
|
115
|
Pacifica Partners
Surrey,
Canada
|
$5K
|
–
|
–
|
–
|
|
|
116
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
117
|
Vectors Research Management
New York
|
$3K
|
+$3.36K
|
+16
|
New
|
|
|
118
|
Barclays
London,
United Kingdom
|
$1K
|
-$128K
|
-610
|
-100%
|
|
|
119
|
Prudential plc
London, England,
United Kingdom
|
–
|
-$1.01M
|
-5,000
|
Closed
|
|
|
120
|
BHF RG Capital
Scottsdale,
Arizona
|
–
|
-$720K
|
-3,564
|
Closed
|
|
|
121
|
Millennium Management
New York
|
–
|
-$638K
|
-3,162
|
Closed
|
|
|
122
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
–
|
-$46K
|
-230
|
Closed
|
|
|
123
|
Clean Yield Group
Norwich,
Vermont
|
–
|
-$7.35K
|
-35
|
Closed
|
|
|
124
|
|
–
|
-$6K
|
-30
|
Closed
|
|
|
125
|
|
–
|
-$3K
|
-17
|
Closed
|
|
