|
26
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$261K
|
+$5.73K
|
+190
|
+2%
|
|
|
27
|
IMS Capital Management
Portland,
Oregon
|
$251K
|
+$17.2K
|
+571
|
+7%
|
|
|
28
|
City National Bank
Beverly Hills,
Delaware
|
$214K
|
+$217K
|
+7,193
|
New
|
|
|
29
|
AssetMark Inc
Concord,
California
|
$109K
|
+$111K
|
+3,672
|
New
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$87K
|
-$140K
|
-4,639
|
-61%
|
|
|
31
|
Crosspoint Capital Strategies
Orinda,
California
|
$32K
|
+$33.5K
|
+1,110
|
New
|
|
|
32
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$27K
|
-$8.38K
|
-278
|
-24%
|
|
|
33
|
New England Securities
New York
|
$23K
|
+$22.8K
|
+757
|
New
|
|
|
34
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
35
|
Huntington National Bank
Columbus,
Ohio
|
$15K
|
–
|
–
|
–
|
|
|
36
|
|
$12K
|
-$6.78K
|
-225
|
-35%
|
|
|
37
|
MSI Financial Services
Springfield,
Massachusetts
|
$9K
|
-$68.5K
|
-2,273
|
-88%
|
|
|
38
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$9K
|
+$9.04K
|
+300
|
New
|
|
|
39
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$6K
|
+$6.03K
|
+200
|
New
|
|
|
40
|
People's United Financial
Bridgeport,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
41
|
Ameriprise
Minneapolis,
Minnesota
|
$2K
|
+$1.27K
|
+42
|
+200%
|
|
|
42
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$30
|
+1
|
New
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$1K
|
+$1.08K
|
+36
|
New
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.15M
|
-37,906
|
Closed
|
|
|
45
|
Bluefin Capital Management
New York
|
–
|
-$900K
|
-31,377
|
Closed
|
|
|
46
|
Strategic Capital Group
Gig Harbor,
Washington
|
–
|
-$24K
|
-783
|
Closed
|
|
|
47
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$18K
|
-600
|
Closed
|
|
