|
126
|
Creative Planning
Overland Park,
Kansas
|
$71K
|
+$78.6K
|
+4,000
|
New
|
|
|
127
|
CenterStar Fund
Chicago,
Illinois
|
$48K
|
–
|
–
|
–
|
|
|
128
|
OFI Advisors
Philadelphia,
Pennsylvania
|
$47K
|
+$3.1K
|
+158
|
+6%
|
|
|
129
|
Mizuho Trust & Banking
Tokyo,
Japan
|
$41K
|
-$19.6K
|
-1,000
|
-30%
|
|
|
130
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$27K
|
–
|
–
|
–
|
|
|
131
|
Howe & Rusling
Rochester,
New York
|
$27K
|
–
|
–
|
–
|
|
|
132
|
Hexavest
Montreal,
Quebec, Canada
|
$19K
|
–
|
–
|
–
|
|
|
133
|
Sandy Spring Bank
Olney,
Maryland
|
$18K
|
–
|
–
|
–
|
|
|
134
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$18K
|
–
|
–
|
–
|
|
|
135
|
Sonora Investment Management
Tucson,
Arizona
|
$18K
|
+$19.6K
|
+1,000
|
New
|
|
|
136
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$17K
|
-$19.6K
|
-1,000
|
-50%
|
|
|
137
|
D.A. Davidson & Co
Great Falls,
Montana
|
$17K
|
–
|
–
|
–
|
|
|
138
|
Archford Capital Strategies
Swansea,
Illinois
|
$17K
|
+$825
|
+42
|
+5%
|
|
|
139
|
Simplex Trading
Chicago,
Illinois
|
$15K
|
+$16.9K
|
+861
|
New
|
|
|
140
|
Evercore Wealth Management
New York
|
$14K
|
–
|
–
|
–
|
|
|
141
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12K
|
-$5.88K
|
-299
|
-32%
|
|
|
142
|
First Horizon Advisors
Memphis,
Tennessee
|
$9K
|
–
|
–
|
–
|
|
|
143
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$8K
|
+$4.93K
|
+251
|
+89%
|
|
|
144
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$6K
|
–
|
–
|
–
|
|
|
145
|
First Interstate Bank
Billings,
Montana
|
$4K
|
+$3.93K
|
+200
|
New
|
|
|
146
|
Whitnell & Co
Oak Brook,
Illinois
|
$2K
|
+$1.91K
|
+97
|
New
|
|
|
147
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1K
|
+$747
|
+38
|
New
|
|
|
148
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$1K
|
+$904
|
+46
|
New
|
|
|
149
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$1K
|
+$1.47K
|
+75
|
New
|
|
|
150
|
Glovista Investments
Jersey City,
New Jersey
|
–
|
-$7.6M
|
-363,368
|
Closed
|
|
