|
26
|
First Command Financial Services
Fort Worth,
Texas
|
$95K
|
+$91.2K
|
+6,600
|
New
|
|
|
27
|
|
$89K
|
–
|
–
|
–
|
|
|
28
|
North Star Investment Management
Chicago,
Illinois
|
$58K
|
+$27.6K
|
+2,000
|
+100%
|
|
|
29
|
Security National Trust
Wheeling,
West Virginia
|
$24K
|
–
|
–
|
–
|
|
|
30
|
Advisor Group
Phoenix,
Arizona
|
$17K
|
–
|
–
|
–
|
|
|
31
|
Geneos Wealth Management
Englewood,
Colorado
|
$17K
|
–
|
–
|
–
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$9K
|
–
|
–
|
–
|
|
|
33
|
IFP Advisors
Tampa,
Florida
|
$7K
|
+$898
|
+65
|
+15%
|
|
|
34
|
Next Financial Group
Houston,
Texas
|
$4K
|
+$3.62K
|
+262
|
New
|
|
|
35
|
SEI Investments
Oaks,
Pennsylvania
|
$4K
|
+$4.14K
|
+300
|
New
|
|
|
36
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$1.43M
|
-104,163
|
Closed
|
|
|
37
|
Relative Value Partners Group
|
–
|
-$878K
|
-63,835
|
Closed
|
|
|
38
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$814K
|
-59,147
|
Closed
|
|
|
39
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$661K
|
-48,025
|
Closed
|
|
|
40
|
Aviance Capital Management
Sarasota,
Florida
|
–
|
-$224K
|
-16,312
|
Closed
|
|
|
41
|
Concert Wealth Management
San Jose,
California
|
–
|
-$185K
|
-13,401
|
Closed
|
|
|
42
|
Northern Trust
Chicago,
Illinois
|
–
|
-$140K
|
-10,150
|
Closed
|
|
|
43
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
–
|
-$59K
|
-4,222
|
Closed
|
|
|
44
|
Trust Company
Manhattan,
Kansas
|
–
|
-$25K
|
-1,800
|
Closed
|
|
|
45
|
MSI Financial Services
Springfield,
Massachusetts
|
–
|
-$6K
|
-405
|
Closed
|
|
|
46
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$1K
|
-66
|
Closed
|
|
|
47
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
+$124
|
+9
|
New
|
|
