|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$297K
|
–
|
–
|
–
|
|
|
27
|
Hendershot Investments
Centreville,
Virginia
|
$295K
|
–
|
–
|
–
|
|
|
28
|
Meridian Investment Counsel
Lafayette,
California
|
$286K
|
–
|
–
|
–
|
|
|
29
|
Round Table Services
Westfield,
New Jersey
|
$226K
|
+$225K
|
+11,500
|
New
|
|
|
30
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$166K
|
–
|
–
|
–
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$155K
|
-$11.9K
|
-607
|
-7%
|
|
|
32
|
JBF Capital
Aspen,
Colorado
|
$116K
|
–
|
–
|
–
|
|
|
33
|
UBS Group
Zurich,
Switzerland
|
$74K
|
-$40.1K
|
-2,048
|
-35%
|
|
|
34
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$39K
|
–
|
–
|
–
|
|
|
35
|
Creative Planning
Overland Park,
Kansas
|
$27K
|
+$15.6K
|
+797
|
+143%
|
|
|
36
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
37
|
MSI Financial Services
Springfield,
Massachusetts
|
$12K
|
-$783
|
-40
|
-6%
|
|
|
38
|
IFP Advisors
Tampa,
Florida
|
$11K
|
-$20.8K
|
-1,060
|
-66%
|
|
|
39
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$8.17K
|
-$46.6K
|
-2,382
|
-85%
|
|
|
40
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4K
|
-$5.7K
|
-291
|
-59%
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
–
|
–
|
–
|
|
|
42
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1K
|
–
|
–
|
–
|
|
|
43
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$707
|
+$705
|
+36
|
New
|
|
|
44
|
City of London Investment Management
London,
United Kingdom
|
–
|
-$1.96M
|
-102,555
|
Closed
|
|
|
45
|
TFS Capital
West Chester,
Pennsylvania
|
–
|
-$380K
|
-19,878
|
Closed
|
|
|
46
|
LPL Financial
San Diego,
California
|
–
|
-$232K
|
-12,344
|
Closed
|
|
|
47
|
NFC Investments
Memphis,
Tennessee
|
–
|
-$195K
|
-10,187
|
Closed
|
|
|
48
|
Midas Management
New York
|
–
|
-$178K
|
-9,293
|
Closed
|
|
