|
101
|
Penserra Capital Management
Orinda,
California
|
$20K
|
–
|
–
|
–
|
|
|
102
|
North Star Investment Management
Chicago,
Illinois
|
$18K
|
+$17.8K
|
+1,000
|
New
|
|
|
103
|
Geneos Wealth Management
Englewood,
Colorado
|
$17K
|
–
|
–
|
–
|
|
|
104
|
Alexandria Capital
Arlington,
Virginia
|
$11K
|
–
|
–
|
–
|
|
|
105
|
WealthPLAN Partners
Omaha,
Nebraska
|
$9.18K
|
+$17.8K
|
+1,000
|
New
|
|
|
106
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$9K
|
–
|
–
|
–
|
|
|
107
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
108
|
Focused Wealth Management
Newburgh,
New York
|
$9K
|
–
|
–
|
–
|
|
|
109
|
First New York Securities
New York
|
$1.83K
|
-$1.78K
|
-100
|
-50%
|
|
|
110
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1K
|
+$1.43K
|
+80
|
New
|
|
|
111
|
Trust Asset Management
Houston,
Texas
|
–
|
-$4.64M
|
-275,848
|
Closed
|
|
|
112
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$3.94M
|
-234,555
|
Closed
|
|
|
113
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
–
|
-$1.03M
|
-61,500
|
Closed
|
|
|
114
|
Cobiz Wealth
Denver,
Colorado
|
–
|
-$381K
|
-22,636
|
Closed
|
|
|
115
|
OTA Financial Group
Purchase,
New York
|
–
|
-$322K
|
-19,210
|
Closed
|
|
|
116
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$106K
|
-6,300
|
Closed
|
|
|
117
|
American International Group
New York
|
–
|
-$106K
|
-6,266
|
Closed
|
|
|
118
|
Kelleher Financial Advisors
New York
|
–
|
-$24K
|
-1,475
|
Closed
|
|
