|
101
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$49K
|
–
|
–
|
–
|
|
|
102
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$47K
|
+$24.1K
|
+595
|
+117%
|
|
|
103
|
Creative Financial Designs
Kokomo,
Indiana
|
$42K
|
–
|
–
|
–
|
|
|
104
|
Synovus Financial
Columbus,
Georgia
|
$25K
|
–
|
–
|
–
|
|
|
105
|
Next Financial Group
Houston,
Texas
|
$21K
|
+$10.1K
|
+250
|
+100%
|
|
|
106
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$21K
|
+$20.4K
|
+503
|
New
|
|
|
107
|
Bessemer Group
Woodbridge,
New Jersey
|
$20K
|
+$19K
|
+470
|
New
|
|
|
108
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19K
|
-$70.8K
|
-1,750
|
-80%
|
|
|
109
|
Geneos Wealth Management
Englewood,
Colorado
|
$17K
|
–
|
–
|
–
|
|
|
110
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$15.9K
|
–
|
–
|
–
|
|
|
111
|
US Bancorp
Minneapolis,
Minnesota
|
$11K
|
-$9.31K
|
-230
|
-45%
|
|
|
112
|
Ironwood Financial
Tucson,
Arizona
|
$11K
|
–
|
–
|
–
|
|
|
113
|
D'Orazio & Associates
Falls Church,
Virginia
|
$9K
|
–
|
–
|
–
|
|
|
114
|
Lee Financial
Dallas,
Texas
|
$9K
|
–
|
–
|
–
|
|
|
115
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
116
|
AllSquare Wealth Management
Albany,
New York
|
$4K
|
–
|
–
|
–
|
|
|
117
|
Whittier Trust
South Pasadena,
California
|
$4K
|
–
|
–
|
–
|
|
|
118
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2K
|
-$486
|
-12
|
-19%
|
|
|
119
|
State Street
Boston,
Massachusetts
|
–
|
-$159M
|
-4,083,028
|
Closed
|
|
|
120
|
CIBC Bank USA
Chicago,
Illinois
|
–
|
-$6.54M
|
-167,630
|
Closed
|
|
|
121
|
Citadel Advisors
Miami,
Florida
|
–
|
-$987K
|
-25,282
|
Closed
|
|
|
122
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
–
|
-$759K
|
-19,445
|
Closed
|
|
|
123
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
–
|
-$726K
|
-18,588
|
Closed
|
|
|
124
|
InterOcean Capital
Chicago,
Illinois
|
–
|
-$366K
|
-9,380
|
Closed
|
|
|
125
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$353K
|
-9,046
|
Closed
|
|
