|
26
|
Davenport & Co
Richmond,
Virginia
|
$129K
|
–
|
–
|
–
|
|
|
27
|
Whittier Trust
South Pasadena,
California
|
$125K
|
–
|
–
|
–
|
|
|
28
|
American International Group
New York
|
$97.7K
|
-$40.5K
|
-3,238
|
-30%
|
|
|
29
|
|
$62K
|
-$9.66K
|
-773
|
-14%
|
|
|
30
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$51K
|
+$763
|
+61
|
+2%
|
|
|
31
|
D.A. Davidson & Co
Great Falls,
Montana
|
$51K
|
+$37.5K
|
+3,000
|
+289%
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$37K
|
-$113
|
-9
|
-0.3%
|
|
|
33
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
34
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$23K
|
–
|
–
|
–
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20K
|
–
|
–
|
–
|
|
|
36
|
National Planning Corporation
El Segundo,
California
|
$14.3K
|
+$13.8K
|
+1,100
|
New
|
|
|
37
|
Efficient Market Advisors
San Diego,
California
|
$14K
|
–
|
–
|
–
|
|
|
38
|
Gemmer Asset Management
Walnut Creek,
California
|
$8K
|
+$138
|
+11
|
+2%
|
|
|
39
|
Blume Capital Management
Berkeley,
California
|
$6K
|
+$6.25K
|
+500
|
New
|
|
|
40
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5K
|
+$5K
|
+400
|
New
|
|
|
41
|
|
$4K
|
–
|
–
|
–
|
|
|
42
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$430K
|
-35,223
|
Closed
|
|
|
43
|
Doliver Advisors
Houston,
Texas
|
–
|
-$395K
|
-32,312
|
Closed
|
|
|
44
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
–
|
-$110K
|
-9,000
|
Closed
|
|
|
45
|
West Family Investments
Carlsbad,
California
|
–
|
-$61K
|
-5,000
|
Closed
|
|
|
46
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$33K
|
-2,731
|
Closed
|
|
