|
51
|
Kanaly Trust
Houston,
Texas
|
$19K
|
–
|
–
|
–
|
|
|
52
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18K
|
-$3.84K
|
-300
|
-17%
|
|
|
53
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13K
|
-$51.2K
|
-4,000
|
-80%
|
|
|
54
|
Summit Securities Group
New York
|
$13K
|
+$12.8K
|
+1,000
|
New
|
|
|
55
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$10K
|
–
|
–
|
–
|
|
|
56
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$5K
|
+$4.97K
|
+388
|
New
|
|
|
57
|
Lehman Financial Resources
Media,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
58
|
M&T Bank
Buffalo,
New York
|
$4K
|
–
|
–
|
–
|
|
|
59
|
New England Securities
New York
|
$2K
|
–
|
–
|
–
|
|
|
60
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
–
|
-$1.49M
|
-118,100
|
Closed
|
|
|
61
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$628K
|
-50,000
|
Closed
|
|
|
62
|
Avalon Capital Management
Port Of Redwood City,
California
|
–
|
-$563K
|
-44,730
|
Closed
|
|
|
63
|
Relative Value Partners
Northbrook,
Illinois
|
–
|
-$470K
|
-37,350
|
Closed
|
|
|
64
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$435K
|
-34,556
|
Closed
|
|
|
65
|
Northern Trust
Chicago,
Illinois
|
–
|
-$176K
|
-13,984
|
Closed
|
|
|
66
|
Fort Point Capital Partners
San Francisco,
California
|
–
|
-$165K
|
-13,150
|
Closed
|
|
|
67
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$155K
|
-12,336
|
Closed
|
|
|
68
|
Placemark Investments
Chicago,
Illinois
|
–
|
-$139K
|
-11,054
|
Closed
|
|
|
69
|
Legacy Private Trust
Neenah,
Wisconsin
|
–
|
-$130K
|
-10,340
|
Closed
|
|
|
70
|
Optimum Investment Advisors
Chicago,
Illinois
|
–
|
-$13K
|
-1,000
|
Closed
|
|
|
71
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
–
|
-$2K
|
-140
|
Closed
|
|
