|
201
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$30K
|
–
|
–
|
–
|
|
|
202
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$23K
|
+$1.75K
|
+19
|
+9%
|
|
|
203
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$16K
|
–
|
–
|
–
|
|
|
204
|
Checchi Capital Advisers
Beverly Hills,
California
|
$16K
|
+$15K
|
+163
|
New
|
|
|
205
|
AssetMark Inc
Concord,
California
|
$10K
|
+$7.99K
|
+87
|
+870%
|
|
|
206
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$7K
|
+$6.25K
|
+68
|
New
|
|
|
207
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$7K
|
+$6.62K
|
+72
|
New
|
|
|
208
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$6K
|
–
|
–
|
–
|
|
|
209
|
TCI Wealth Advisors
Tucson,
Arizona
|
$5K
|
–
|
–
|
–
|
|
|
210
|
Versant Capital Management
Phoenix,
Arizona
|
$5K
|
+$276
|
+3
|
+6%
|
|
|
211
|
|
$5K
|
+$643
|
+7
|
+18%
|
|
|
212
|
LBA Wealth Management
Jacksonville,
Florida
|
$5K
|
+$4.78K
|
+52
|
New
|
|
|
213
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
214
|
Proficio Capital Partners
Newton,
Massachusetts
|
$3K
|
+$2.48K
|
+27
|
New
|
|
|
215
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2.22K
|
+$2.02K
|
+22
|
New
|
|
|
216
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
217
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
218
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$1K
|
–
|
–
|
–
|
|
|
219
|
Orange Capital
Manhasset,
New York
|
–
|
-$58.7M
|
-544,435
|
Closed
|
|
|
220
|
GRS Advisors
Chicago,
Illinois
|
–
|
-$25.7M
|
-238,285
|
Closed
|
|
|
221
|
|
–
|
-$19.9M
|
-184,231
|
Closed
|
|
|
222
|
Monarch Partners Asset Management
Boston,
Massachusetts
|
–
|
-$9.82M
|
-91,050
|
Closed
|
|
|
223
|
Nicholas Investment Partners
Rancho Santa Fe,
California
|
–
|
-$9.77M
|
-90,574
|
Closed
|
|
|
224
|
Putnam Investments
Boston,
Massachusetts
|
–
|
-$7.92M
|
-73,423
|
Closed
|
|
|
225
|
|
–
|
-$1.87M
|
-17,309
|
Closed
|
|
