|
51
|
|
$2K
|
–
|
–
|
–
|
|
|
52
|
SEI Investments
Oaks,
Pennsylvania
|
$2K
|
+$1.5K
|
+60
|
New
|
|
|
53
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
54
|
Focused Wealth Management
Newburgh,
New York
|
$1K
|
–
|
–
|
–
|
|
|
55
|
SeaCrest Wealth Management
Purchase,
New York
|
$1K
|
–
|
–
|
–
|
|
|
56
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1K
|
–
|
–
|
–
|
|
|
57
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
58
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$1K
|
+$500
|
+20
|
New
|
|
|
59
|
Regions Financial Corp
Birmingham,
Alabama
|
$1K
|
+$500
|
+20
|
New
|
|
|
60
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1K
|
+$1.3K
|
+52
|
New
|
|
|
61
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
–
|
-$712K
|
-28,093
|
Closed
|
|
|
62
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
–
|
-$260K
|
-10,260
|
Closed
|
|
|
63
|
Evercore Wealth Management
New York
|
–
|
-$18K
|
-700
|
Closed
|
|
|
64
|
Telemus Capital
Southfield,
Michigan
|
–
|
-$14K
|
-560
|
Closed
|
|
|
65
|
First Allied Advisory Services
San Diego,
California
|
–
|
-$7K
|
-260
|
Closed
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$5K
|
-211
|
Closed
|
|
|
67
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$5K
|
-208
|
Closed
|
|
|
68
|
Landaas & Company
Milwaukee,
Wisconsin
|
–
|
-$2K
|
-66
|
Closed
|
|
|
69
|
Whittier Trust
South Pasadena,
California
|
–
|
-$1K
|
-50
|
Closed
|
|
|
70
|
Winfield Associates
Cleveland,
Ohio
|
–
|
-$2K
|
-40
|
Closed
|
|
