|
76
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15K
|
–
|
–
|
–
|
|
|
77
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14K
|
+$13.5K
|
+1,500
|
New
|
|
|
78
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$13K
|
–
|
–
|
–
|
|
|
79
|
Penserra Capital Management
Orinda,
California
|
$7K
|
–
|
–
|
–
|
|
|
80
|
Focused Wealth Management
Newburgh,
New York
|
$5K
|
–
|
–
|
–
|
|
|
81
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
82
|
Thompson Davis & Co
Richmond,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
83
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$57
|
–
|
–
|
–
|
|
|
84
|
|
–
|
-$1.26M
|
-127,235
|
Closed
|
|
|
85
|
Advisors Asset Management
Monument,
Colorado
|
–
|
-$801K
|
-80,850
|
Closed
|
|
|
86
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$793K
|
-80,060
|
Closed
|
|
|
87
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$550K
|
-55,547
|
Closed
|
|
|
88
|
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
–
|
-$330K
|
-33,274
|
Closed
|
|
|
89
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$208K
|
-21,000
|
Closed
|
|
|
90
|
VSR Financial Services
Overland Park,
Kansas
|
–
|
-$114K
|
-11,485
|
Closed
|
|
|
91
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$113K
|
-11,432
|
Closed
|
|
|
92
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$46K
|
-4,625
|
Closed
|
|
|
93
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
–
|
-$46K
|
-4,625
|
Closed
|
|
|
94
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
–
|
-$25K
|
-2,500
|
Closed
|
|
|
95
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
–
|
-$15K
|
-1,500
|
Closed
|
|
|
96
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$13K
|
-1,268
|
Closed
|
|
|
97
|
Tower Research Capital (TRC)
New York
|
–
|
-$4K
|
-434
|
Closed
|
|
