|
26
|
Whittier Trust
South Pasadena,
California
|
$43K
|
–
|
–
|
–
|
|
|
27
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$40K
|
–
|
–
|
–
|
|
|
28
|
Shamrock Asset Management
Dallas,
Texas
|
$29K
|
+$27.4K
|
+1,000
|
New
|
|
|
29
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$28K
|
–
|
–
|
–
|
|
|
30
|
Tower Research Capital (TRC)
New York
|
$26K
|
-$24.4K
|
-892
|
-50%
|
|
|
31
|
WFG Advisors
Dallas,
Texas
|
$14K
|
–
|
–
|
–
|
|
|
32
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$6K
|
+$5.48K
|
+200
|
New
|
|
|
33
|
MSI Financial Services
Springfield,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
34
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$4K
|
-$4.19K
|
-153
|
-53%
|
|
|
35
|
Alexandria Capital
Arlington,
Virginia
|
$4K
|
–
|
–
|
–
|
|
|
36
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$3K
|
–
|
–
|
–
|
|
|
37
|
Horrell Capital Management
Little Rock,
Arkansas
|
$3K
|
–
|
–
|
–
|
|
|
38
|
American International Group
New York
|
$2.88K
|
–
|
–
|
–
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
40
|
Reilly Financial Advisors
La Mesa,
California
|
$2K
|
–
|
–
|
–
|
|
|
41
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$1.44K
|
–
|
–
|
–
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1K
|
–
|
–
|
–
|
|
|
43
|
Fusion Investment Group
Pittsburgh,
Pennsylvania
|
–
|
-$1.14M
|
-38,349
|
Closed
|
|
|
44
|
Kingfisher Capital
Charlotte,
North Carolina
|
–
|
-$903K
|
-30,477
|
Closed
|
|
|
45
|
Itau USA Asset Management
New York
|
–
|
-$646K
|
-21,807
|
Closed
|
|
|
46
|
Veritable
Wilmington,
Delaware
|
–
|
-$203K
|
-6,850
|
Closed
|
|
|
47
|
Bessemer Group
Woodbridge,
New Jersey
|
–
|
-$89K
|
-3,000
|
Closed
|
|
|
48
|
Manifold Partners
San Francisco,
California
|
–
|
-$89K
|
-3,000
|
Closed
|
|
|
49
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$2K
|
-63
|
Closed
|
|
|
50
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
–
|
+$466
|
+17
|
New
|
|
