|
51
|
US Bancorp
Minneapolis,
Minnesota
|
$154K
|
–
|
–
|
–
|
|
|
52
|
Prelude Capital Management
New York
|
$142K
|
+$168K
|
+4,300
|
New
|
|
|
53
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$105K
|
–
|
–
|
–
|
|
|
54
|
Next Financial Group
Houston,
Texas
|
$101K
|
+$19.5K
|
+500
|
+19%
|
|
|
55
|
Highlander Capital Management
Short Hills,
New Jersey
|
$49K
|
–
|
–
|
–
|
|
|
56
|
Solaris Asset Management
New York
|
$46K
|
+$44.8K
|
+1,150
|
+460%
|
|
|
57
|
Huntington National Bank
Columbus,
Ohio
|
$33K
|
+$39K
|
+1,000
|
New
|
|
|
58
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$27K
|
–
|
–
|
–
|
|
|
59
|
National Planning Corporation
El Segundo,
California
|
$18.6K
|
+$21.7K
|
+556
|
New
|
|
|
60
|
Advisory Services Network
Atlanta,
Georgia
|
$18K
|
+$19.5K
|
+500
|
New
|
|
|
61
|
Creative Planning
Overland Park,
Kansas
|
$16K
|
–
|
–
|
–
|
|
|
62
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$14.5K
|
–
|
–
|
–
|
|
|
63
|
People's United Financial
Bridgeport,
Connecticut
|
$8K
|
–
|
–
|
–
|
|
|
64
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$7K
|
–
|
–
|
–
|
|
|
65
|
Envestnet Asset Management
Chicago,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
66
|
GSA Capital Partners
London,
United Kingdom
|
–
|
-$873K
|
-20,940
|
Closed
|
|
|
67
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
–
|
-$417K
|
-10,000
|
Closed
|
|
|
68
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$255K
|
-6,130
|
Closed
|
|
|
69
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$232K
|
-5,561
|
Closed
|
|
|
70
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
–
|
-$208K
|
-5,000
|
Closed
|
|
|
71
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$207K
|
-4,969
|
Closed
|
|
|
72
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$19K
|
-456
|
Closed
|
|
|
73
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$17K
|
-405
|
Closed
|
|
|
74
|
Syntal Capital Partners
Midland,
Texas
|
–
|
-$8K
|
-200
|
Closed
|
|
