|
1
|
Parasol Investment Management
Westmont,
Illinois
|
$691K
|
-$5.26K
|
-200
|
-0.8%
|
|
|
2
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$149K
|
-$18.6K
|
-705
|
-11%
|
|
|
3
|
Visionary Asset Management
Houston,
Texas
|
$8K
|
+$8K
|
+304
|
New
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$79.7M
|
-3,019,384
|
Closed
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$79.3M
|
-3,004,793
|
Closed
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
–
|
-$16.4M
|
-621,546
|
Closed
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$15.8M
|
-598,972
|
Closed
|
|
|
8
|
|
–
|
-$11.2M
|
-424,616
|
Closed
|
|
|
9
|
|
–
|
-$10.5M
|
-397,935
|
Closed
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
–
|
-$5.09M
|
-192,840
|
Closed
|
|
|
11
|
|
–
|
-$4.59M
|
-174,094
|
Closed
|
|
|
12
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$4.51M
|
-171,086
|
Closed
|
|
|
13
|
LPL Financial
San Diego,
California
|
–
|
-$4.43M
|
-168,367
|
Closed
|
|
|
14
|
Atwood & Palmer
Kansas City,
Missouri
|
–
|
-$4.31M
|
-163,218
|
Closed
|
|
|
15
|
TD Capital Management
Memphis,
Tennessee
|
–
|
-$4.06M
|
-154,018
|
Closed
|
|
|
16
|
Courier Capital
Buffalo,
New York
|
–
|
-$3.39M
|
-128,411
|
Closed
|
|
|
17
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$3.3M
|
-124,935
|
Closed
|
|
|
18
|
|
–
|
-$3.23M
|
-122,549
|
Closed
|
|
|
19
|
Linscomb Wealth
Houston,
Texas
|
–
|
-$2.17M
|
-82,337
|
Closed
|
|
|
20
|
Hengehold Capital Management
Cincinnati,
Ohio
|
–
|
-$1.38M
|
-52,233
|
Closed
|
|
|
21
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
–
|
-$1.32M
|
-49,967
|
Closed
|
|
|
22
|
Davenport & Co
Richmond,
Virginia
|
–
|
-$782K
|
-29,650
|
Closed
|
|
|
23
|
Empirical Wealth Management
Seattle,
Washington
|
–
|
-$777K
|
-29,459
|
Closed
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$729K
|
-27,630
|
Closed
|
|
|
25
|
WMS Partners
Towson,
Maryland
|
–
|
-$709K
|
-26,862
|
Closed
|
|
