|
26
|
HSBC Holdings
London,
United Kingdom
|
$325K
|
–
|
–
|
–
|
|
|
27
|
Barclays
London,
United Kingdom
|
$305K
|
–
|
–
|
–
|
|
|
28
|
WealthOne
Albany,
New York
|
$267K
|
+$266K
|
+5,749
|
New
|
|
|
29
|
Mastrapasqua Asset Management
Nashville,
Tennessee
|
$242K
|
–
|
–
|
–
|
|
|
30
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$211K
|
+$210K
|
+4,537
|
New
|
|
|
31
|
IFP Advisors
Tampa,
Florida
|
$68K
|
–
|
–
|
–
|
|
|
32
|
Whittier Trust
South Pasadena,
California
|
$68K
|
–
|
–
|
–
|
|
|
33
|
TD Private Client Wealth
New York
|
$60.2K
|
-$179K
|
-3,883
|
-75%
|
|
|
34
|
Private Capital Group
West Hartford,
Connecticut
|
$53K
|
–
|
–
|
–
|
|
|
35
|
American Portfolios Advisors
Holbrook,
New York
|
$51.1K
|
–
|
–
|
–
|
|
|
36
|
WhitTier Trust Company
Reno,
Nevada
|
$49K
|
–
|
–
|
–
|
|
|
37
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$27K
|
–
|
–
|
–
|
|
|
38
|
|
$27K
|
+$27.7K
|
+600
|
New
|
|
|
39
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$26.8K
|
–
|
–
|
–
|
|
|
40
|
Center for Financial Planning
Southfied,
Michigan
|
$26K
|
–
|
–
|
–
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15K
|
–
|
–
|
–
|
|
|
42
|
Fidelity Investments
Boston,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
43
|
Asset Dedication LLC
San Francisco,
California
|
$11K
|
-$154K
|
-3,342
|
-93%
|
|
|
44
|
Sutton Wealth Advisors
Tampa,
Florida
|
$10.7K
|
–
|
–
|
–
|
|
|
45
|
LifePlan Financial Group
Dayton,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
46
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
47
|
Rockefeller Capital Management
New York
|
$5K
|
–
|
–
|
–
|
|
|
48
|
Geneos Wealth Management
Englewood,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
49
|
Tortoise Investment Management
White Plains,
New York
|
$1K
|
–
|
–
|
–
|
|
|
50
|
Flow Traders U.S.
New York
|
–
|
-$3.16M
|
-75,880
|
Closed
|
|
