|
101
|
WealthPLAN Partners
Omaha,
Nebraska
|
$140K
|
+$192K
|
+770
|
New
|
|
|
102
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$138K
|
-$156K
|
-625
|
-50%
|
|
|
103
|
Synovus Financial
Columbus,
Georgia
|
$138K
|
+$156K
|
+625
|
New
|
|
|
104
|
Creative Planning
Overland Park,
Kansas
|
$133K
|
+$32.4K
|
+130
|
+28%
|
|
|
105
|
Blue Rock Advisors
Wayzata,
Minnesota
|
$130K
|
-$53.9K
|
-216
|
-27%
|
|
|
106
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$126K
|
+$106K
|
+425
|
+293%
|
|
|
107
|
Ninety One (UK)
London,
United Kingdom
|
$111K
|
–
|
–
|
–
|
|
|
108
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$86K
|
–
|
–
|
–
|
|
|
109
|
SEI Investments
Oaks,
Pennsylvania
|
$85K
|
+$96K
|
+385
|
+12,833%
|
|
|
110
|
North Star Investment Management
Chicago,
Illinois
|
$69K
|
+$15.7K
|
+63
|
+25%
|
|
|
111
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$58K
|
-$207K
|
-831
|
-76%
|
|
|
112
|
Lenox Wealth Advisors
New York
|
$42K
|
+$47.6K
|
+191
|
New
|
|
|
113
|
D.A. Davidson & Co
Great Falls,
Montana
|
$30K
|
+$33.9K
|
+136
|
New
|
|
|
114
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$28K
|
+$24.9K
|
+100
|
+400%
|
|
|
115
|
MSI Financial Services
Springfield,
Massachusetts
|
$22K
|
-$9.72K
|
-39
|
-28%
|
|
|
116
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
117
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$8K
|
+$4.74K
|
+19
|
+100%
|
|
|
118
|
Tradewinds Capital Management
Bellingham,
Washington
|
$7K
|
–
|
–
|
–
|
|
|
119
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
120
|
Wells Fargo
San Francisco,
California
|
$3K
|
-$5.99K
|
-24
|
-65%
|
|
|
121
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$2K
|
-$46.9K
|
-188
|
-95%
|
|
|
122
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$2K
|
-$46.9K
|
-188
|
-95%
|
|
|
123
|
Argentus Capital Management
Dallas,
Texas
|
$2K
|
-$997
|
-4
|
-31%
|
|
|
124
|
Kylin Management
New York
|
–
|
-$45.5M
|
-161,313
|
Closed
|
|
|
125
|
|
–
|
-$22.4M
|
-79,330
|
Closed
|
|
