|
51
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$83K
|
+$2.31K
|
+440
|
+3%
|
|
|
52
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$59K
|
–
|
–
|
–
|
|
|
53
|
Raymond James Trust
St. Petersburg,
Florida
|
$56K
|
–
|
–
|
–
|
|
|
54
|
Kestra Private Wealth Services
Austin,
Texas
|
$55K
|
–
|
–
|
–
|
|
|
55
|
|
$52K
|
+$54.6K
|
+10,421
|
New
|
|
|
56
|
Altium Wealth Management
Purchase,
New York
|
$50K
|
–
|
–
|
–
|
|
|
57
|
Commons Capital
Needham,
Massachusetts
|
$32K
|
–
|
–
|
–
|
|
|
58
|
FourThought Financial
Venice,
Florida
|
$27K
|
–
|
–
|
–
|
|
|
59
|
High Net Worth Advisory Group
Naples,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
60
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$12K
|
+$13.1K
|
+2,500
|
New
|
|
|
61
|
Steward Partners Investment Advisory
New York
|
$11K
|
–
|
–
|
–
|
|
|
62
|
Antonetti Capital Management
Naples,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
63
|
Bessemer Group
Woodbridge,
New Jersey
|
$7K
|
+$566
|
+108
|
+8%
|
|
|
64
|
Spire Wealth Management
Mclean,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
65
|
Whittier Trust
South Pasadena,
California
|
$2K
|
–
|
–
|
–
|
|
|
66
|
Rockbridge Investment Management
Syracuse,
New York
|
$1.05K
|
+$1.1K
|
+210
|
New
|
|
|
67
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$2.74M
|
-500,000
|
Closed
|
|
|
68
|
Ionic Capital Management
New York
|
–
|
-$901K
|
-164,328
|
Closed
|
|
|
69
|
|
–
|
-$411K
|
-75,000
|
Closed
|
|
|
70
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$308K
|
-56,232
|
Closed
|
|
|
71
|
|
–
|
-$185K
|
-33,722
|
Closed
|
|
|
72
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
–
|
-$155K
|
-28,270
|
Closed
|
|
|
73
|
Nomura Holdings
Tokyo,
Japan
|
–
|
-$110K
|
-20,000
|
Closed
|
|
|
74
|
CTC Capital Management
Chicago,
Illinois
|
–
|
-$90K
|
-16,514
|
Closed
|
|
|
75
|
Neuberger Berman Group
New York
|
–
|
-$55K
|
-10,000
|
Closed
|
|
