|
101
|
US Bancorp
Minneapolis,
Minnesota
|
$147K
|
–
|
–
|
–
|
|
|
102
|
Fortis Advisors
Wayne,
Pennsylvania
|
$142K
|
-$712K
|
-31,471
|
-83%
|
|
|
103
|
New England Asset Management
Farmington,
Connecticut
|
$140K
|
–
|
–
|
–
|
|
|
104
|
Tarbox Family Office
Newport Beach,
California
|
$100K
|
+$99.5K
|
+4,400
|
New
|
|
|
105
|
Next Financial Group
Houston,
Texas
|
$93K
|
–
|
–
|
–
|
|
|
106
|
Perigon Wealth Management
San Francisco,
California
|
$86K
|
-$25.4K
|
-1,125
|
-23%
|
|
|
107
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$76K
|
–
|
–
|
–
|
|
|
108
|
Parallel Advisors
San Francisco,
California
|
$65K
|
–
|
–
|
–
|
|
|
109
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$63K
|
–
|
–
|
–
|
|
|
110
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$61K
|
-$4.23K
|
-187
|
-6%
|
|
|
111
|
First Personal Financial Services
Charlotte,
North Carolina
|
$56K
|
–
|
–
|
–
|
|
|
112
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$34K
|
–
|
–
|
–
|
|
|
113
|
Advisory Services Network
Atlanta,
Georgia
|
$23K
|
–
|
–
|
–
|
|
|
114
|
Tortoise Investment Management
White Plains,
New York
|
$19K
|
–
|
–
|
–
|
|
|
115
|
Winfield Associates
Cleveland,
Ohio
|
$16K
|
–
|
–
|
–
|
|
|
116
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$13K
|
+$13.4K
|
+594
|
New
|
|
|
117
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$10K
|
-$19.8K
|
-874
|
-67%
|
|
|
118
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$10K
|
–
|
–
|
–
|
|
|
119
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
120
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$5K
|
–
|
–
|
–
|
|
|
121
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
122
|
SEI Investments
Oaks,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
123
|
Buffington Mohr McNeal
Boise,
Idaho
|
–
|
-$2.77M
|
-122,370
|
Closed
|
|
|
124
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$2.35M
|
-104,121
|
Closed
|
|
|
125
|
Cribstone Capital Management
Augusta,
Maine
|
–
|
-$1.13M
|
-49,917
|
Closed
|
|
