|
101
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$29K
|
–
|
–
|
–
|
|
|
102
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$25K
|
-$10.5K
|
-150
|
-31%
|
|
|
103
|
LBA Wealth Management
Jacksonville,
Florida
|
$24K
|
–
|
–
|
–
|
|
|
104
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
105
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$19K
|
–
|
–
|
–
|
|
|
106
|
High Point Bank & Trust
High Point,
North Carolina
|
$18K
|
–
|
–
|
–
|
|
|
107
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$18K
|
–
|
–
|
–
|
|
|
108
|
Geneos Wealth Management
Englewood,
Colorado
|
$18K
|
+$17.6K
|
+250
|
New
|
|
|
109
|
Sandy Spring Bank
Olney,
Maryland
|
$15K
|
+$14K
|
+199
|
New
|
|
|
110
|
Gemmer Asset Management
Walnut Creek,
California
|
$11K
|
–
|
–
|
–
|
|
|
111
|
Tompkins Financial
Ithaca,
New York
|
$11K
|
–
|
–
|
–
|
|
|
112
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$11K
|
–
|
–
|
–
|
|
|
113
|
Gradient Investments
Arden Hills,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
114
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$4K
|
+$3.73K
|
+53
|
New
|
|
|
115
|
Twele Capital Management
Minnetonka,
Minnesota
|
–
|
-$3.95M
|
-56,195
|
Closed
|
|
|
116
|
|
–
|
-$2.6M
|
-36,920
|
Closed
|
|
|
117
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$783K
|
-11,140
|
Closed
|
|
|
118
|
Virtu KCG Holdings
New York
|
–
|
-$469K
|
-6,676
|
Closed
|
|
|
119
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$436K
|
-6,205
|
Closed
|
|
|
120
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$360K
|
-5,121
|
Closed
|
|
|
121
|
National Planning Corporation
El Segundo,
California
|
–
|
-$291K
|
-4,255
|
Closed
|
|
|
122
|
Two Sigma Securities
New York
|
–
|
-$205K
|
-2,912
|
Closed
|
|
|
123
|
Reilly Financial Advisors
La Mesa,
California
|
–
|
-$11K
|
-150
|
Closed
|
|
