|
51
|
MSI Financial Services
Springfield,
Massachusetts
|
$90K
|
-$78.8K
|
-6,657
|
-47%
|
|
|
52
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$85K
|
-$995K
|
-84,026
|
-92%
|
|
|
53
|
Next Financial Group
Houston,
Texas
|
$48K
|
-$10.6K
|
-892
|
-18%
|
|
|
54
|
Global X Management Company
New York
|
$45K
|
+$15K
|
+1,263
|
+50%
|
|
|
55
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$37K
|
+$36.7K
|
+3,100
|
New
|
|
|
56
|
US Bancorp
Minneapolis,
Minnesota
|
$27K
|
-$995
|
-84
|
-4%
|
|
|
57
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$22K
|
–
|
–
|
–
|
|
|
58
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$19K
|
–
|
–
|
–
|
|
|
59
|
North Star Investment Management
Chicago,
Illinois
|
$13K
|
+$320
|
+27
|
+3%
|
|
|
60
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$13K
|
+$5.92K
|
+500
|
+80%
|
|
|
61
|
D.A. Davidson & Co
Great Falls,
Montana
|
$12K
|
-$11.7K
|
-989
|
-48%
|
|
|
62
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
63
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
64
|
Central Bank & Trust
Lexington,
Kentucky
|
$8K
|
+$3.55K
|
+300
|
+75%
|
|
|
65
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
66
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5K
|
–
|
–
|
–
|
|
|
67
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$4K
|
-$17.2K
|
-1,450
|
-83%
|
|
|
68
|
Gradient Investments
Arden Hills,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
$3K
|
–
|
–
|
–
|
|
|
70
|
Geneos Wealth Management
Englewood,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
71
|
|
$1K
|
–
|
–
|
–
|
|
|
72
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$948
|
+$948
|
+80
|
New
|
|
|
73
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$14.3M
|
-1,207,146
|
Closed
|
|
|
74
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$2.1M
|
-177,150
|
Closed
|
|
|
75
|
American International Group
New York
|
–
|
-$370K
|
-31,144
|
Closed
|
|
