|
51
|
Essex Financial Services
Essex,
Connecticut
|
$210K
|
–
|
–
|
–
|
|
|
52
|
Balentine LLC
Atlanta,
Georgia
|
$180K
|
–
|
–
|
–
|
|
|
53
|
MSI Financial Services
Springfield,
Massachusetts
|
$164K
|
-$17K
|
-318
|
-9%
|
|
|
54
|
Next Financial Group
Houston,
Texas
|
$89K
|
+$480
|
+9
|
+0.5%
|
|
|
55
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$71K
|
+$72.7K
|
+1,362
|
New
|
|
|
56
|
Anchor Investment Management
Columbia,
South Carolina
|
$52.4K
|
–
|
–
|
–
|
|
|
57
|
US Bancorp
Minneapolis,
Minnesota
|
$52K
|
–
|
–
|
–
|
|
|
58
|
Bartlett & Co
Cincinnati,
Ohio
|
$48K
|
–
|
–
|
–
|
|
|
59
|
Envestnet Asset Management
Chicago,
Illinois
|
$38K
|
+$38.1K
|
+715
|
New
|
|
|
60
|
Westside Investment Management
Santa Monica,
California
|
$36.6K
|
+$37K
|
+693
|
New
|
|
|
61
|
James Investment Research
Alpha,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
62
|
|
$5K
|
-$14.7K
|
-275
|
-73%
|
|
|
63
|
Geneos Wealth Management
Englewood,
Colorado
|
$5K
|
-$4.48K
|
-84
|
-45%
|
|
|
64
|
|
–
|
-$1.62M
|
-29,594
|
Closed
|
|
|
65
|
Virtu KCG Holdings
New York
|
–
|
-$354K
|
-6,461
|
Closed
|
|
|
66
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$307K
|
-5,600
|
Closed
|
|
|
67
|
Pinnacle Advisory Group
Columbia,
Maryland
|
–
|
-$300K
|
-5,527
|
Closed
|
|
|
68
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
–
|
-$262K
|
-4,774
|
Closed
|
|
|
69
|
West Coast Financial
Santa Barbara,
California
|
–
|
-$206K
|
-3,750
|
Closed
|
|
|
70
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
–
|
-$205K
|
-3,735
|
Closed
|
|
|
71
|
Argent Trust Co
Nashville,
Tennessee
|
–
|
-$204K
|
-3,728
|
Closed
|
|
|
72
|
Security National Trust
Wheeling,
West Virginia
|
–
|
-$50K
|
-904
|
Closed
|
|
