|
26
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$91K
|
–
|
–
|
–
|
|
|
27
|
Barclays
London,
United Kingdom
|
$70K
|
–
|
–
|
–
|
|
|
28
|
Advisory Services Network
Atlanta,
Georgia
|
$50K
|
+$51.7K
|
+5,500
|
New
|
|
|
29
|
IFP Advisors
Tampa,
Florida
|
$36K
|
–
|
–
|
–
|
|
|
30
|
Daiwa Securities Group
Tokyo,
Japan
|
$27K
|
+$9.4K
|
+1,000
|
+50%
|
|
|
31
|
Advisor Group
Phoenix,
Arizona
|
$25K
|
+$22.3K
|
+2,370
|
+658%
|
|
|
32
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$23K
|
–
|
–
|
–
|
|
|
33
|
Vigilant Capital Management
Portland,
Maine
|
$23K
|
–
|
–
|
–
|
|
|
34
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$21K
|
-$9.4K
|
-1,000
|
-30%
|
|
|
35
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19K
|
+$14.7K
|
+1,560
|
+312%
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18K
|
–
|
–
|
–
|
|
|
37
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
38
|
|
$11K
|
–
|
–
|
–
|
|
|
39
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
40
|
|
$9K
|
–
|
–
|
–
|
|
|
41
|
Simon Quick Advisors
Morristown,
New Jersey
|
$5K
|
+$4.89K
|
+520
|
New
|
|
|
42
|
SEI Investments
Oaks,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
43
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3K
|
–
|
–
|
–
|
|
|
44
|
Thompson Davis & Co
Richmond,
Virginia
|
$2K
|
–
|
–
|
–
|
|
|
45
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
46
|
Wellington Management Group
Boston,
Massachusetts
|
–
|
-$8.84M
|
-1,022,670
|
Closed
|
|
|
47
|
|
–
|
-$3.04M
|
-351,940
|
Closed
|
|
|
48
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$1.09M
|
-126,590
|
Closed
|
|
|
49
|
Trellus Management Company
Delray Beach,
Florida
|
–
|
-$467K
|
-54,000
|
Closed
|
|
|
50
|
Paloma Partners
Greenwich,
Connecticut
|
–
|
-$346K
|
-40,000
|
Closed
|
|
