|
51
|
Winfield Associates
Cleveland,
Ohio
|
$60K
|
–
|
–
|
–
|
|
|
52
|
Next Financial Group
Houston,
Texas
|
$59K
|
-$13.5K
|
-962
|
-20%
|
|
|
53
|
Focused Wealth Management
Newburgh,
New York
|
$53K
|
+$744
|
+53
|
+2%
|
|
|
54
|
Joel Isaacson & Co
New York
|
$46K
|
–
|
–
|
–
|
|
|
55
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$45K
|
–
|
–
|
–
|
|
|
56
|
Kanaly Trust
Houston,
Texas
|
$36K
|
–
|
–
|
–
|
|
|
57
|
AssetMark Inc
Concord,
California
|
$25K
|
+$23.5K
|
+1,671
|
New
|
|
|
58
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$23K
|
–
|
–
|
–
|
|
|
59
|
Reilly Financial Advisors
La Mesa,
California
|
$15K
|
–
|
–
|
–
|
|
|
60
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
61
|
Penserra Capital Management
Orinda,
California
|
$8K
|
-$772
|
-55
|
-9%
|
|
|
62
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
63
|
Community Bank
Dewitt,
New York
|
$8K
|
+$7.44K
|
+530
|
New
|
|
|
64
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$7K
|
–
|
–
|
–
|
|
|
65
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$6K
|
–
|
–
|
–
|
|
|
66
|
Financial & Investment Management Group
Traverse City,
Michigan
|
–
|
-$919K
|
-67,063
|
Closed
|
|
|
67
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
–
|
-$301K
|
-21,455
|
Closed
|
|
|
68
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
–
|
-$148K
|
-10,762
|
Closed
|
|
|
69
|
SG Americas Securities
New York
|
–
|
-$106K
|
-7,753
|
Closed
|
|
|
70
|
|
–
|
-$7.09K
|
-505
|
-95%
|
|
|
71
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
–
|
-$7K
|
-475
|
Closed
|
|
|
72
|
Barclays
London,
United Kingdom
|
–
|
-$1K
|
-65
|
Closed
|
|
