|
101
|
SEI Investments
Oaks,
Pennsylvania
|
$202K
|
+$180K
|
+4,500
|
New
|
|
|
102
|
WMS Partners
Towson,
Maryland
|
$202K
|
+$180K
|
+4,500
|
New
|
|
|
103
|
IFP Advisors
Tampa,
Florida
|
$164K
|
+$36K
|
+900
|
+33%
|
|
|
104
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$98K
|
–
|
–
|
–
|
|
|
105
|
Brown Brothers Harriman & Co
New York
|
$81K
|
–
|
–
|
–
|
|
|
106
|
Financial Management Professionals
Austin,
Texas
|
$50K
|
–
|
–
|
–
|
|
|
107
|
Avior Wealth Management
Omaha,
Nebraska
|
$41K
|
–
|
–
|
–
|
|
|
108
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$40K
|
-$18K
|
-450
|
-33%
|
|
|
109
|
|
$40K
|
+$36K
|
+900
|
New
|
|
|
110
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$24K
|
+$21.6K
|
+540
|
New
|
|
|
111
|
Legal & General Group
London,
United Kingdom
|
$16K
|
–
|
–
|
–
|
|
|
112
|
Steward Partners Investment Advisory
New York
|
$12K
|
-$1.08K
|
-27
|
-9%
|
|
|
113
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$10.1K
|
+$360
|
+9
|
+4%
|
|
|
114
|
Acadian Asset Management
Boston,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
115
|
Advisor Group
Phoenix,
Arizona
|
$8K
|
–
|
–
|
–
|
|
|
116
|
Advisory Services Network
Atlanta,
Georgia
|
$8K
|
–
|
–
|
–
|
|
|
117
|
Tradewinds Capital Management
Bellingham,
Washington
|
$6K
|
–
|
–
|
–
|
|
|
118
|
Oppenheimer Asset Management
New York
|
$1K
|
–
|
–
|
–
|
|
|
119
|
|
$1K
|
–
|
–
|
–
|
|
|
120
|
|
–
|
-$7.04M
|
-215,649
|
Closed
|
|
|
121
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
–
|
-$441K
|
-13,500
|
Closed
|
|
|
122
|
Filament
Seattle,
Washington
|
–
|
-$352K
|
-10,800
|
Closed
|
|
|
123
|
Girard Securities
San Diego,
California
|
–
|
-$300K
|
-9,198
|
Closed
|
|
|
124
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$132K
|
-4,050
|
Closed
|
|
|
125
|
|
–
|
-$77K
|
-2,367
|
Closed
|
|
