|
26
|
Parametric Portfolio Associates
Seattle,
Washington
|
$227K
|
-$20.9K
|
-767
|
-9%
|
|
|
27
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$220K
|
-$35.5K
|
-1,306
|
-14%
|
|
|
28
|
D.A. Davidson & Co
Great Falls,
Montana
|
$184K
|
+$5.44K
|
+200
|
+3%
|
|
|
29
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$143K
|
-$9.52K
|
-350
|
-6%
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$98K
|
+$27.2K
|
+1,000
|
+40%
|
|
|
31
|
First Horizon Advisors
Memphis,
Tennessee
|
$90K
|
–
|
–
|
–
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$66K
|
+$2.18K
|
+80
|
+4%
|
|
|
33
|
Manchester Capital Management
Manchester,
Vermont
|
$31K
|
–
|
–
|
–
|
|
|
34
|
People's United Financial
Bridgeport,
Connecticut
|
$28K
|
-$81.6K
|
-3,000
|
-75%
|
|
|
35
|
MSI Financial Services
Springfield,
Massachusetts
|
$28K
|
+$27.6K
|
+1,014
|
New
|
|
|
36
|
|
$21K
|
–
|
–
|
–
|
|
|
37
|
Central Trust Company
Jefferson City,
Missouri
|
$14K
|
–
|
–
|
–
|
|
|
38
|
American International Group
New York
|
$14K
|
+$13.6K
|
+500
|
New
|
|
|
39
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$14K
|
+$13.6K
|
+500
|
New
|
|
|
40
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
41
|
US Bancorp
Minneapolis,
Minnesota
|
$12K
|
–
|
–
|
–
|
|
|
42
|
IFP Advisors
Tampa,
Florida
|
$12K
|
+$12K
|
+442
|
New
|
|
|
43
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$11K
|
–
|
–
|
–
|
|
|
44
|
First City Capital Management
Savannah,
Georgia
|
$6.31K
|
–
|
–
|
–
|
|
|
45
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$6K
|
–
|
–
|
–
|
|
|
46
|
Crosspoint Capital Strategies
Orinda,
California
|
$5K
|
+$5.77K
|
+212
|
New
|
|
|
47
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$4K
|
+$3.48K
|
+128
|
New
|
|
|
48
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2K
|
–
|
–
|
–
|
|
|
49
|
Next Financial Group
Houston,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
50
|
Cornerstone Advisors
Asheville,
North Carolina
|
–
|
-$1.04M
|
-41,016
|
Closed
|
|
