|
51
|
William Blair & Company
Chicago,
Illinois
|
$40K
|
–
|
–
|
–
|
|
|
52
|
Wealthcare Capital Management
Richmond,
Virginia
|
$27K
|
–
|
–
|
–
|
|
|
53
|
Geneos Wealth Management
Englewood,
Colorado
|
$18K
|
–
|
–
|
–
|
|
|
54
|
|
$15K
|
-$51.9K
|
-1,396
|
-74%
|
|
|
55
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$15K
|
-$22.3K
|
-600
|
-54%
|
|
|
56
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10K
|
+$12.7K
|
+341
|
New
|
|
|
57
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$9K
|
–
|
–
|
–
|
|
|
58
|
Cordasco Financial Network
Naples,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
59
|
Asset Dedication LLC
San Francisco,
California
|
$3K
|
+$3.79K
|
+102
|
New
|
|
|
60
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.01M
|
-47,876
|
Closed
|
|
|
61
|
Bank of New York Mellon
New York
|
–
|
-$450K
|
-10,693
|
Closed
|
|
|
62
|
Fiduciary Trust
Boston,
Massachusetts
|
–
|
-$268K
|
-6,371
|
Closed
|
|
|
63
|
Simmons Bank
Pine Bluff,
Arkansas
|
–
|
-$256K
|
-6,079
|
Closed
|
|
|
64
|
Courier Capital
Buffalo,
New York
|
–
|
-$228K
|
-5,424
|
Closed
|
|
|
65
|
NewEdge Advisors
New Orleans,
Louisiana
|
–
|
-$216K
|
-5,147
|
Closed
|
|
|
66
|
Empirical Wealth Management
Seattle,
Washington
|
–
|
-$213K
|
-5,070
|
Closed
|
|
|
67
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
–
|
-$134K
|
-3,185
|
Closed
|
|
|
68
|
Howard Wealth Management
Madison,
Connecticut
|
–
|
-$125K
|
-2,975
|
Closed
|
|
|
69
|
TFG Advisers
Auburn Hills,
Michigan
|
–
|
-$79K
|
-1,891
|
Closed
|
|
|
70
|
Institute for Wealth Management
Denver,
Colorado
|
–
|
-$62K
|
-1,480
|
Closed
|
|
|
71
|
Webster Bank
Waterbury,
Connecticut
|
–
|
-$42K
|
-1,006
|
Closed
|
|
|
72
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$18K
|
-419
|
Closed
|
|
|
73
|
Weaver Consulting Group
Huntington Beach,
California
|
–
|
-$10K
|
-255
|
Closed
|
|
