|
51
|
Geneos Wealth Management
Englewood,
Colorado
|
$16K
|
–
|
–
|
–
|
|
|
52
|
People's United Financial
Bridgeport,
Connecticut
|
$12K
|
–
|
–
|
–
|
|
|
53
|
Tarbox Family Office
Newport Beach,
California
|
$12K
|
–
|
–
|
–
|
|
|
54
|
Lloyds Banking Group
London,
United Kingdom
|
$11K
|
-$30.7K
|
-812
|
-74%
|
|
|
55
|
New Harbor Financial Group
Worcester,
Massachusetts
|
$11K
|
–
|
–
|
–
|
|
|
56
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11K
|
+$11.4K
|
+300
|
New
|
|
|
57
|
North Star Investment Management
Chicago,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
58
|
|
$7K
|
-$12.6K
|
-332
|
-64%
|
|
|
59
|
Creative Planning
Overland Park,
Kansas
|
$7K
|
+$3.79K
|
+100
|
+125%
|
|
|
60
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
61
|
Chevy Chase Trust
Bethesda,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
62
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
63
|
|
$4K
|
–
|
–
|
–
|
|
|
64
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
65
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.58K
|
–
|
–
|
–
|
|
|
66
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1K
|
-$34.1K
|
-900
|
-97%
|
|
|
67
|
Connable Office Inc
Kalamazoo,
Michigan
|
–
|
-$10.4M
|
-269,728
|
Closed
|
|
|
68
|
|
–
|
-$543K
|
-14,080
|
Closed
|
|
|
69
|
Sterling Capital Management
Charlotte,
North Carolina
|
–
|
-$355K
|
-9,200
|
Closed
|
|
|
70
|
|
–
|
-$135K
|
-3,500
|
Closed
|
|
|
71
|
SignatureFD
Atlanta,
Georgia
|
–
|
-$16K
|
-407
|
Closed
|
|
