|
51
|
Bay Colony Advisors
Concord,
Massachusetts
|
$57K
|
+$64K
|
+3,600
|
New
|
|
|
52
|
Cribstone Capital Management
Augusta,
Maine
|
$35K
|
+$16.5K
|
+930
|
+73%
|
|
|
53
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$33K
|
–
|
–
|
–
|
|
|
54
|
Archford Capital Strategies
Swansea,
Illinois
|
$21K
|
–
|
–
|
–
|
|
|
55
|
Schroder Investment Management Group
London,
United Kingdom
|
$21K
|
–
|
–
|
–
|
|
|
56
|
Advisor Group
Phoenix,
Arizona
|
$19K
|
-$219K
|
-12,346
|
-91%
|
|
|
57
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$18K
|
–
|
–
|
–
|
|
|
58
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
59
|
Steward Partners Investment Advisory
New York
|
$11K
|
+$12.4K
|
+696
|
New
|
|
|
60
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10K
|
–
|
–
|
–
|
|
|
61
|
SeaCrest Wealth Management
Purchase,
New York
|
$10K
|
+$10.7K
|
+600
|
New
|
|
|
62
|
LifePlan Financial Group
Dayton,
Ohio
|
$8K
|
–
|
–
|
–
|
|
|
63
|
William Blair & Company
Chicago,
Illinois
|
$6K
|
–
|
–
|
–
|
|
|
64
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
65
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$3.19K
|
–
|
–
|
–
|
|
|
66
|
Bartlett & Co
Cincinnati,
Ohio
|
$3K
|
–
|
–
|
–
|
|
|
67
|
NVWM LLC
Yardley,
Pennsylvania
|
$3K
|
+$2.01K
|
+113
|
+174%
|
|
|
68
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3K
|
+$3.11K
|
+175
|
New
|
|
|
69
|
Synovus Financial
Columbus,
Georgia
|
$2K
|
-$136K
|
-7,675
|
-99%
|
|
|
70
|
Patten Group
Chattanooga,
Tennessee
|
$2K
|
+$2.04K
|
+115
|
New
|
|
|
71
|
Envestnet Asset Management
Chicago,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
72
|
Exane Derivatives
Paris,
France
|
$16
|
–
|
–
|
–
|
|
|
73
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
–
|
-$7.04M
|
-360,000
|
Closed
|
|
|
74
|
University of Notre Dame du Lac
South Bend,
Indiana
|
–
|
-$5.05M
|
-257,998
|
Closed
|
|
|
75
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$4.07M
|
-208,200
|
Closed
|
|
