|
26
|
Guggenheim Capital
Chicago,
Illinois
|
$270K
|
+$264K
|
+9,108
|
New
|
|
|
27
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$259K
|
-$29K
|
-1,000
|
-10%
|
|
|
28
|
City National Bank
Beverly Hills,
Delaware
|
$249K
|
+$34.6K
|
+1,194
|
+17%
|
|
|
29
|
Vigilant Capital Management
Portland,
Maine
|
$67K
|
-$9.36M
|
-323,069
|
-99%
|
|
|
30
|
New England Securities
New York
|
$22K
|
-$521
|
-18
|
-2%
|
|
|
31
|
Ameriprise
Minneapolis,
Minnesota
|
$15K
|
+$12.7K
|
+438
|
+695%
|
|
|
32
|
Crosspoint Capital Strategies
Orinda,
California
|
$14K
|
-$18.7K
|
-645
|
-58%
|
|
|
33
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$13K
|
-$13.1K
|
-452
|
-51%
|
|
|
34
|
|
$12K
|
–
|
–
|
–
|
|
|
35
|
Brouwer & Janachowski
Mill Valley,
California
|
$12K
|
+$11.3K
|
+390
|
New
|
|
|
36
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
37
|
Partnervest Advisory Services
Santa Barbara,
California
|
$7K
|
+$6.43K
|
+222
|
New
|
|
|
38
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
39
|
People's United Financial
Bridgeport,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
40
|
MSI Financial Services
Springfield,
Massachusetts
|
$3K
|
-$6.08K
|
-210
|
-70%
|
|
|
41
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
42
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1K
|
+$1.36K
|
+47
|
New
|
|
|
43
|
Crestwood Advisors Group
Boston,
Massachusetts
|
–
|
-$25.4M
|
-853,245
|
Closed
|
|
|
44
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$2.74M
|
-92,076
|
Closed
|
|
|
45
|
Bank of New York Mellon
New York
|
–
|
-$1.84M
|
-62,014
|
Closed
|
|
|
46
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$332K
|
-11,162
|
Closed
|
|
|
47
|
|
–
|
-$289K
|
-9,700
|
Closed
|
|
|
48
|
IMS Capital Management
Portland,
Oregon
|
–
|
-$251K
|
-8,444
|
Closed
|
|
|
49
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$18K
|
-600
|
Closed
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$1K
|
-36
|
Closed
|
|
