|
51
|
Shaker Financial Services
Arlington,
Virginia
|
$88K
|
+$86K
|
+18,000
|
New
|
|
|
52
|
HighTower Advisors
Chicago,
Illinois
|
$77K
|
+$478
|
+100
|
+0.6%
|
|
|
53
|
American National Bank & Trust
Wichita Falls,
Texas
|
$74K
|
–
|
–
|
–
|
|
|
54
|
Hollencrest Capital Management
Newport Beach,
California
|
$73K
|
–
|
–
|
–
|
|
|
55
|
Raymond James Trust
St. Petersburg,
Florida
|
$70K
|
+$12.1K
|
+2,536
|
+21%
|
|
|
56
|
Waverly Advisors
Birmingham,
Alabama
|
$58K
|
-$19.6K
|
-4,108
|
-26%
|
|
|
57
|
TMD & Associates
Scottsdale,
Arizona
|
$52K
|
–
|
–
|
–
|
|
|
58
|
Oxbow Advisors
Austin,
Texas
|
$51K
|
-$232K
|
-48,620
|
-82%
|
|
|
59
|
D.A. Davidson & Co
Great Falls,
Montana
|
$42K
|
–
|
–
|
–
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
61
|
Klingman & Associates
New York
|
$25K
|
–
|
–
|
–
|
|
|
62
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$25K
|
+$24.1K
|
+5,039
|
New
|
|
|
63
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
64
|
Advisors Asset Management
Monument,
Colorado
|
$16K
|
–
|
–
|
–
|
|
|
65
|
Geneos Wealth Management
Englewood,
Colorado
|
$16K
|
–
|
–
|
–
|
|
|
66
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
67
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$6K
|
-$110K
|
-23,025
|
-95%
|
|
|
68
|
Tradewinds Capital Management
Bellingham,
Washington
|
$5K
|
–
|
–
|
–
|
|
|
69
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
70
|
Penserra Capital Management
Orinda,
California
|
$4K
|
–
|
–
|
–
|
|
|
71
|
US Bancorp
Minneapolis,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
72
|
Creative Planning
Overland Park,
Kansas
|
$3K
|
+$2.39K
|
+500
|
+305%
|
|
|
73
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$3K
|
+$2.87K
|
+600
|
New
|
|
|
74
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$2.12M
|
-452,414
|
Closed
|
|
|
75
|
AQR Arbitrage
Greenwich,
Connecticut
|
–
|
-$741K
|
-157,953
|
Closed
|
|
