|
26
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$370K
|
-$51K
|
-400
|
-12%
|
|
|
27
|
Westport Resources Management
Westport,
Connecticut
|
$263K
|
-$17.6K
|
-138
|
-6%
|
|
|
28
|
Smith, Moore & Co
Clayton,
Missouri
|
$255K
|
–
|
–
|
–
|
|
|
29
|
Private Advisor Group
Morristown,
New Jersey
|
$220K
|
–
|
–
|
–
|
|
|
30
|
KMS Financial Services
Seattle,
Washington
|
$202K
|
+$198K
|
+1,552
|
New
|
|
|
31
|
Central Trust Company
Jefferson City,
Missouri
|
$165K
|
-$25.5K
|
-200
|
-14%
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$163K
|
+$67.6K
|
+530
|
+73%
|
|
|
33
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$103K
|
+$102K
|
+800
|
New
|
|
|
34
|
American International Group
New York
|
$75.3K
|
-$15.3K
|
-120
|
-17%
|
|
|
35
|
New England Securities
New York
|
$59K
|
+$18.7K
|
+147
|
+48%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$39K
|
–
|
–
|
–
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25K
|
–
|
–
|
–
|
|
|
38
|
Ameriprise
Minneapolis,
Minnesota
|
$21K
|
–
|
–
|
–
|
|
|
39
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19K
|
+$255
|
+2
|
+1%
|
|
|
40
|
Tower Research Capital (TRC)
New York
|
$16K
|
+$6.89K
|
+54
|
+75%
|
|
|
41
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$13K
|
–
|
–
|
–
|
|
|
42
|
MSI Financial Services
Springfield,
Massachusetts
|
$10K
|
–
|
–
|
–
|
|
|
43
|
Regal Investment Advisors
Kentwood,
Michigan
|
$9K
|
–
|
–
|
–
|
|
|
44
|
Whittier Trust
South Pasadena,
California
|
$9K
|
–
|
–
|
–
|
|
|
45
|
WFG Advisors
Dallas,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6K
|
–
|
–
|
–
|
|
|
47
|
BlackRock Investment Management
Wilmington,
Delaware
|
$1K
|
+$1.02K
|
+8
|
New
|
|
|
48
|
SG Americas Securities
New York
|
–
|
-$1.18M
|
-9,291
|
Closed
|
|
|
49
|
|
–
|
-$349K
|
-2,739
|
Closed
|
|
|
50
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$106K
|
-835
|
Closed
|
|
