|
51
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$20K
|
–
|
–
|
–
|
|
|
52
|
Gupta Wealth Management
San Diego,
California
|
$16K
|
-$3.42K
|
-133
|
-18%
|
|
|
53
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
54
|
Sandy Spring Bank
Olney,
Maryland
|
$13K
|
+$12.9K
|
+500
|
New
|
|
|
55
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10K
|
–
|
–
|
–
|
|
|
56
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$7K
|
+$6.86K
|
+267
|
New
|
|
|
57
|
Whitnell & Co
Oak Brook,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
58
|
Ausdal Financial Partners
Davenport,
Iowa
|
$3K
|
+$2.57K
|
+100
|
New
|
|
|
59
|
Proficio Capital Partners
Newton,
Massachusetts
|
$2K
|
+$1.82K
|
+71
|
New
|
|
|
60
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
61
|
Oakworth Capital
Birmingham,
Alabama
|
$1K
|
–
|
–
|
–
|
|
|
62
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$393K
|
-15,415
|
Closed
|
|
|
63
|
HHG & Company
Darien,
Connecticut
|
–
|
-$288K
|
-11,275
|
Closed
|
|
|
64
|
Westwood Holdings Group
Dallas,
Texas
|
–
|
-$212K
|
-8,325
|
Closed
|
|
|
65
|
Windsor Capital Management
Phoenix,
Arizona
|
–
|
-$25K
|
-1,000
|
Closed
|
|
|
66
|
Lehman Financial Resources
Media,
Pennsylvania
|
–
|
-$10K
|
-400
|
Closed
|
|
|
67
|
Brookstone Capital Management
Wheaton,
Illinois
|
–
|
-$8K
|
-300
|
Closed
|
|
|
68
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$8K
|
-295
|
Closed
|
|
|
69
|
|
–
|
-$5K
|
-206
|
Closed
|
|
|
70
|
Crosspoint Capital Strategies
Orinda,
California
|
–
|
-$1K
|
-43
|
Closed
|
|
