|
76
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$44K
|
–
|
–
|
–
|
|
|
77
|
Biltmore Family Office
Charlotte,
North Carolina
|
$38K
|
+$37.5K
|
+1,375
|
New
|
|
|
78
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$31K
|
–
|
–
|
–
|
|
|
79
|
|
$23K
|
–
|
–
|
–
|
|
|
80
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$19K
|
–
|
–
|
–
|
|
|
81
|
Pathstone Family Office
Englewood,
New Jersey
|
$18K
|
–
|
–
|
–
|
|
|
82
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$18K
|
–
|
–
|
–
|
|
|
83
|
Fidelity Investments
Boston,
Massachusetts
|
$14K
|
+$2.46K
|
+90
|
+21%
|
|
|
84
|
Geneos Wealth Management
Englewood,
Colorado
|
$13K
|
–
|
–
|
–
|
|
|
85
|
Liberty Wealth Management
Oakland,
California
|
$10K
|
–
|
–
|
–
|
|
|
86
|
Whittier Trust
South Pasadena,
California
|
$4K
|
–
|
–
|
–
|
|
|
87
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1K
|
–
|
–
|
–
|
|
|
88
|
Wolverine Trading
Chicago,
Illinois
|
–
|
-$240K
|
-8,910
|
Closed
|
|
|
89
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$228K
|
-8,475
|
Closed
|
|
|
90
|
Raymond James Trust
St. Petersburg,
Florida
|
–
|
-$214K
|
-7,925
|
Closed
|
|
|
91
|
Marshall Wace
London,
United Kingdom
|
–
|
-$103K
|
-3,805
|
Closed
|
|
|
92
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$37K
|
-1,385
|
Closed
|
|
|
93
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$23K
|
-860
|
Closed
|
|
|
94
|
Community Bank
Dewitt,
New York
|
–
|
-$20K
|
-750
|
Closed
|
|
|
95
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
–
|
-$13K
|
-465
|
Closed
|
|
|
96
|
SeaCrest Wealth Management
Purchase,
New York
|
–
|
-$12K
|
-455
|
Closed
|
|
|
97
|
Covenant Multifamily Offices
San Antonio,
Texas
|
–
|
-$8K
|
-315
|
Closed
|
|
|
98
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
–
|
+$818
|
+30
|
New
|
|
