|
51
|
SEI Investments
Oaks,
Pennsylvania
|
$95K
|
+$95.6K
|
+6,907
|
New
|
|
|
52
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$85K
|
–
|
–
|
–
|
|
|
53
|
WFG Advisors
Dallas,
Texas
|
$62K
|
–
|
–
|
–
|
|
|
54
|
Washington Trust Bank
Spokane,
Washington
|
$50K
|
–
|
–
|
–
|
|
|
55
|
|
$41K
|
–
|
–
|
–
|
|
|
56
|
Geneos Wealth Management
Englewood,
Colorado
|
$41K
|
–
|
–
|
–
|
|
|
57
|
Tradewinds Capital Management
Bellingham,
Washington
|
$33K
|
+$32.7K
|
+2,363
|
New
|
|
|
58
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28K
|
-$353K
|
-25,500
|
-93%
|
|
|
59
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26K
|
+$16K
|
+1,157
|
+165%
|
|
|
60
|
D.A. Davidson & Co
Great Falls,
Montana
|
$16K
|
–
|
–
|
–
|
|
|
61
|
Royal Fund Management
Lady Lake,
Florida
|
$16K
|
+$16.4K
|
+1,181
|
New
|
|
|
62
|
Cribstone Capital Management
Augusta,
Maine
|
$10K
|
+$9.69K
|
+700
|
New
|
|
|
63
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$9K
|
–
|
–
|
–
|
|
|
64
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$9K
|
–
|
–
|
–
|
|
|
65
|
Steward Partners Investment Advisory
New York
|
$5K
|
+$5.26K
|
+380
|
New
|
|
|
66
|
Northern Trust
Chicago,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
67
|
ClearBridge Investments
New York
|
$2K
|
–
|
–
|
–
|
|
|
68
|
LPL Financial
San Diego,
California
|
–
|
-$593K
|
-43,193
|
Closed
|
|
|
69
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$194K
|
-14,074
|
Closed
|
|
|
70
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
–
|
-$240K
|
-11,800
|
Closed
|
|
|
71
|
Advisor Group
Phoenix,
Arizona
|
–
|
-$25K
|
-1,768
|
Closed
|
|
