|
76
|
Torch Wealth Management
Cincinnati,
Ohio
|
$50K
|
–
|
–
|
–
|
|
|
77
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$50K
|
+$52.3K
|
+12,000
|
New
|
|
|
78
|
Creative Planning
Overland Park,
Kansas
|
$41K
|
+$42.8K
|
+9,829
|
New
|
|
|
79
|
MSI Financial Services
Springfield,
Massachusetts
|
$27K
|
+$2.61K
|
+600
|
+10%
|
|
|
80
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$25K
|
+$26.1K
|
+6,000
|
New
|
|
|
81
|
SEI Investments
Oaks,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
82
|
Windsor Capital Management
Phoenix,
Arizona
|
$15K
|
+$15.7K
|
+3,600
|
New
|
|
|
83
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$10K
|
+$10.9K
|
+2,500
|
New
|
|
|
84
|
Regal Investment Advisors
Kentwood,
Michigan
|
$9K
|
–
|
–
|
–
|
|
|
85
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$8K
|
+$8.71K
|
+2,000
|
New
|
|
|
86
|
Risk Paradigm Group
Austin,
Texas
|
$7.24K
|
+$7.55K
|
+1,732
|
New
|
|
|
87
|
WFG Advisors
Dallas,
Texas
|
$7K
|
+$6.97K
|
+1,600
|
New
|
|
|
88
|
Patten Group
Chattanooga,
Tennessee
|
$6.69K
|
–
|
–
|
–
|
|
|
89
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
90
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4K
|
+$4.36K
|
+1,000
|
New
|
|
|
91
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
92
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
93
|
Formidable Asset Management
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
94
|
1832 Asset Management
Toronto,
Ontario, Canada
|
–
|
-$3.01M
|
-676,361
|
Closed
|
|
|
95
|
Belmont Global Advisors
Dallas,
Texas
|
–
|
-$2.29M
|
-513,300
|
Closed
|
|
|
96
|
AllianceBernstein
Nashville,
Tennessee
|
–
|
-$650K
|
-145,700
|
Closed
|
|
|
97
|
|
–
|
-$249K
|
-55,927
|
Closed
|
|
|
98
|
CAZ Investments
Houston,
Texas
|
–
|
-$212K
|
-47,422
|
Closed
|
|
|
99
|
Northern Trust
Chicago,
Illinois
|
–
|
-$1K
|
-25,480
|
Closed
|
|
|
100
|
|
–
|
-$67K
|
-15,000
|
Closed
|
|
