|
26
|
Parametric Portfolio Associates
Seattle,
Washington
|
$204K
|
-$33.3K
|
-1,322
|
-14%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$204K
|
–
|
–
|
–
|
|
|
28
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$177K
|
+$454
|
+18
|
+0.3%
|
|
|
29
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$106K
|
+$107K
|
+4,237
|
New
|
|
|
30
|
SEI Investments
Oaks,
Pennsylvania
|
$95K
|
-$15K
|
-593
|
-13%
|
|
|
31
|
MSI Financial Services
Springfield,
Massachusetts
|
$66K
|
-$2.02K
|
-80
|
-3%
|
|
|
32
|
Advisor Group
Phoenix,
Arizona
|
$53K
|
-$25.2K
|
-1,000
|
-33%
|
|
|
33
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$50K
|
–
|
–
|
–
|
|
|
34
|
Intellectus Partners
San Francisco,
California
|
$26K
|
+$25.7K
|
+1,020
|
New
|
|
|
35
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
36
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$7K
|
+$6.61K
|
+262
|
New
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6K
|
-$555
|
-22
|
-8%
|
|
|
39
|
Bessemer Group
Woodbridge,
New Jersey
|
$3K
|
+$2.95K
|
+117
|
New
|
|
|
40
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2K
|
–
|
–
|
–
|
|
|
41
|
Integrated Wealth Counsel
Carmel,
California
|
$2K
|
+$1.92K
|
+76
|
New
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1K
|
+$580
|
+23
|
New
|
|
|
43
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
+$580
|
+23
|
New
|
|
|
44
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$316K
|
-12,500
|
Closed
|
|
|
45
|
Virtu KCG Holdings
New York
|
–
|
-$291K
|
-11,504
|
Closed
|
|
|
46
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
–
|
-$38K
|
-1,500
|
Closed
|
|
|
47
|
Flow Traders U.S.
New York
|
–
|
-$35K
|
-1,400
|
Closed
|
|
|
48
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
–
|
-$25.7K
|
-1,015
|
Closed
|
|
|
49
|
Reilly Financial Advisors
La Mesa,
California
|
–
|
-$25K
|
-1,000
|
Closed
|
|
|
50
|
Klingman & Associates
New York
|
–
|
-$10K
|
-400
|
Closed
|
|
