|
26
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
$61K
|
+$49.2K
|
+4,500
|
New
|
|
|
27
|
Advisory Services Network
Atlanta,
Georgia
|
$43K
|
–
|
–
|
–
|
|
|
28
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$33K
|
-$2.73K
|
-250
|
-8%
|
|
|
29
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$30K
|
+$28.7K
|
+2,625
|
New
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$25K
|
–
|
–
|
–
|
|
|
31
|
TCI Wealth Advisors
Tucson,
Arizona
|
$17K
|
–
|
–
|
–
|
|
|
32
|
Advisor Group
Phoenix,
Arizona
|
$16K
|
+$16.6K
|
+1,515
|
New
|
|
|
33
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
34
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
35
|
WealthPLAN Partners
Omaha,
Nebraska
|
$11.7K
|
+$22.2K
|
+2,030
|
New
|
|
|
36
|
IFP Advisors
Tampa,
Florida
|
$6K
|
+$5.47K
|
+500
|
New
|
|
|
37
|
MSI Financial Services
Springfield,
Massachusetts
|
$2K
|
-$7.98K
|
-730
|
-80%
|
|
|
38
|
AssetMark Inc
Concord,
California
|
$1K
|
–
|
–
|
–
|
|
|
39
|
Thompson Davis & Co
Richmond,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
40
|
Employees Retirement System of Texas
Austin,
Texas
|
–
|
-$2.01M
|
-185,000
|
Closed
|
|
|
41
|
TD Ameritrade Trust
Denver,
Colorado
|
–
|
-$658K
|
-60,640
|
Closed
|
|
|
42
|
New Harbor Financial Group
Worcester,
Massachusetts
|
–
|
-$264K
|
-24,315
|
Closed
|
|
|
43
|
American International Group
New York
|
–
|
-$16K
|
-1,515
|
Closed
|
|
|
44
|
Lowe Wealth Advisors
Columbia,
Maryland
|
–
|
-$5K
|
-500
|
Closed
|
|
|
45
|
WhitTier Trust Company
Reno,
Nevada
|
–
|
-$4K
|
-350
|
Closed
|
|
