|
26
|
Creative Planning
Overland Park,
Kansas
|
$50K
|
–
|
–
|
–
|
|
|
27
|
Crosspoint Capital Strategies
Orinda,
California
|
$38K
|
+$35.4K
|
+4,000
|
New
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$30K
|
–
|
–
|
–
|
|
|
29
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$18K
|
-$16.8K
|
-1,900
|
-48%
|
|
|
30
|
Central Trust Company
Jefferson City,
Missouri
|
$7K
|
–
|
–
|
–
|
|
|
31
|
American International Group
New York
|
$6.94K
|
–
|
–
|
–
|
|
|
32
|
SignatureFD
Atlanta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
33
|
Financial Advantage
Columbia,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
34
|
MSI Financial Services
Springfield,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
35
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4K
|
+$4.25K
|
+480
|
New
|
|
|
36
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
37
|
Tradewinds Capital Management
Bellingham,
Washington
|
$3K
|
+$2.66K
|
+300
|
New
|
|
|
38
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$2K
|
+$2.21K
|
+250
|
New
|
|
|
39
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
–
|
-$2.21M
|
-250,000
|
Closed
|
|
|
40
|
U.S. Global Investors (USGI)
San Antonio,
Texas
|
–
|
-$1.78M
|
-200,000
|
Closed
|
|
|
41
|
National Planning Corporation
El Segundo,
California
|
–
|
-$227K
|
-25,509
|
Closed
|
|
|
42
|
|
–
|
-$178K
|
-20,000
|
Closed
|
|
|
43
|
BNP Paribas Financial Markets
Paris,
France
|
–
|
-$121K
|
-13,636
|
Closed
|
|
|
44
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
–
|
-$118K
|
-13,320
|
Closed
|
|
|
45
|
Stephens Inc
Little Rock,
Arkansas
|
–
|
-$89K
|
-10,000
|
Closed
|
|
|
46
|
Tompkins Financial
Ithaca,
New York
|
–
|
-$18K
|
-2,000
|
Closed
|
|
