|
126
|
Creative Planning
Overland Park,
Kansas
|
$20K
|
-$13.2K
|
-354
|
-40%
|
|
|
127
|
Archford Capital Strategies
Swansea,
Illinois
|
$17K
|
+$17.1K
|
+461
|
New
|
|
|
128
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$17K
|
-$35.8K
|
-962
|
-69%
|
|
|
129
|
1919 Investment Counsel
Baltimore,
Maryland
|
$17K
|
–
|
–
|
–
|
|
|
130
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$17K
|
–
|
–
|
–
|
|
|
131
|
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
$14K
|
–
|
–
|
–
|
|
|
132
|
Envestnet Asset Management
Chicago,
Illinois
|
$14K
|
+$14.4K
|
+387
|
New
|
|
|
133
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10K
|
-$16.3K
|
-437
|
-62%
|
|
|
134
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$10K
|
–
|
–
|
–
|
|
|
135
|
Whittier Trust
South Pasadena,
California
|
$10K
|
–
|
–
|
–
|
|
|
136
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$10K
|
+$10.6K
|
+284
|
New
|
|
|
137
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$7.27K
|
–
|
–
|
–
|
|
|
138
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$7K
|
–
|
–
|
–
|
|
|
139
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$7K
|
+$6.66K
|
+179
|
New
|
|
|
140
|
Apriem Advisors
Irvine,
California
|
$3K
|
–
|
–
|
–
|
|
|
141
|
Focused Wealth Management
Newburgh,
New York
|
$2K
|
–
|
–
|
–
|
|
|
142
|
Somerset Trust
Somerset,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
143
|
SignatureFD
Atlanta,
Georgia
|
$2K
|
+$1.64K
|
+44
|
New
|
|
|
144
|
Kanaly Trust
Houston,
Texas
|
$2K
|
+$2.05K
|
+55
|
New
|
|
|
145
|
Crosspoint Capital Strategies
Orinda,
California
|
$1K
|
–
|
–
|
–
|
|
|
146
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
147
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$1K
|
–
|
–
|
–
|
|
|
148
|
Edge Wealth Management
New York
|
$1K
|
+$855
|
+23
|
New
|
|
|
149
|
UBS O'Connor
Chicago,
Illinois
|
–
|
-$16.7M
|
-410,000
|
Closed
|
|
|
150
|
HSBC Holdings
London,
United Kingdom
|
–
|
-$16.1M
|
-393,860
|
Closed
|
|
