|
26
|
Gateway Advisory
Westfield,
New Jersey
|
$40K
|
+$78.8K
|
+1,000
|
New
|
|
|
27
|
VSR Financial Services
Overland Park,
Kansas
|
$40K
|
+$78.8K
|
+1,000
|
New
|
|
|
28
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$24K
|
+$47.8K
|
+607
|
New
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$19K
|
+$37.7K
|
+478
|
New
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$16K
|
+$31.5K
|
+400
|
New
|
|
|
31
|
Brave Asset Management
Summit,
New Jersey
|
$14K
|
+$27.6K
|
+350
|
New
|
|
|
32
|
Crosspoint Capital Strategies
Orinda,
California
|
$7K
|
+$11.8K
|
+150
|
New
|
|
|
33
|
IFP Advisors
Tampa,
Florida
|
$7K
|
+$13.8K
|
+175
|
New
|
|
|
34
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$6K
|
+$11.8K
|
+150
|
New
|
|
|
35
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$4K
|
–
|
–
|
–
|
|
|
36
|
Sandy Spring Bank
Olney,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
37
|
Colony Group
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
38
|
Gemmer Asset Management
Walnut Creek,
California
|
$3K
|
+$4.25K
|
+54
|
+270%
|
|
|
39
|
Citizens Financial Group
Providence,
Rhode Island
|
$3K
|
+$5.52K
|
+70
|
New
|
|
|
40
|
|
$2K
|
+$4.73K
|
+60
|
New
|
|
|
41
|
Gupta Wealth Management
San Diego,
California
|
$1K
|
-$788
|
-10
|
-43%
|
|
|
42
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
43
|
US Bancorp
Minneapolis,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
44
|
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
–
|
-$2.83M
|
-26,621
|
Closed
|
|
|
45
|
|
–
|
-$1.01M
|
-9,558
|
Closed
|
|
|
46
|
|
–
|
-$459K
|
-4,325
|
Closed
|
|
|
47
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$212K
|
-2,000
|
Closed
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$158K
|
-1,485
|
Closed
|
|
|
49
|
Prudential plc
London, England,
United Kingdom
|
–
|
-$153K
|
-1,443
|
Closed
|
|
|
50
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
–
|
-$122K
|
-1,146
|
Closed
|
|
