|
51
|
Synovus Financial
Columbus,
Georgia
|
$48K
|
–
|
–
|
–
|
|
|
52
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$43K
|
+$44.6K
|
+1,100
|
New
|
|
|
53
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32K
|
–
|
–
|
–
|
|
|
54
|
Apriem Advisors
Irvine,
California
|
$23K
|
–
|
–
|
–
|
|
|
55
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16K
|
+$16.6K
|
+410
|
New
|
|
|
56
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12K
|
–
|
–
|
–
|
|
|
57
|
MSI Financial Services
Springfield,
Massachusetts
|
$6K
|
+$2.52K
|
+62
|
+63%
|
|
|
58
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
59
|
US Bancorp
Minneapolis,
Minnesota
|
$2K
|
-$811K
|
-20,000
|
-100%
|
|
|
60
|
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
$2K
|
+$41
|
+1
|
+2%
|
|
|
61
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2K
|
+$2.35K
|
+58
|
New
|
|
|
62
|
Nuveen
Charlotte,
North Carolina
|
–
|
-$806K
|
-20,000
|
Closed
|
|
|
63
|
Comerica Bank
Dallas,
Texas
|
–
|
-$625K
|
-15,497
|
Closed
|
|
|
64
|
Davenport & Co
Richmond,
Virginia
|
–
|
-$548K
|
-13,600
|
Closed
|
|
|
65
|
Aureus Asset Management
Boston,
Massachusetts
|
–
|
-$402K
|
-9,979
|
Closed
|
|
|
66
|
Crestwood Advisors Group
Boston,
Massachusetts
|
–
|
-$248K
|
-6,142
|
Closed
|
|
|
67
|
Boston Advisors
Boston,
Massachusetts
|
–
|
-$221K
|
-5,470
|
Closed
|
|
|
68
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$213K
|
-5,274
|
Closed
|
|
|
69
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$142K
|
-3,521
|
Closed
|
|
|
70
|
Bartlett & Co
Cincinnati,
Ohio
|
–
|
-$5K
|
-123
|
Closed
|
|
|
71
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
–
|
-$2K
|
-52
|
Closed
|
|
