|
101
|
Evercore Wealth Management
New York
|
$19K
|
-$302K
|
-10,000
|
-93%
|
|
|
102
|
Summit Securities Group
New York
|
$19K
|
-$263K
|
-8,700
|
-93%
|
|
|
103
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$18K
|
–
|
–
|
–
|
|
|
104
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
105
|
First Horizon Advisors
Memphis,
Tennessee
|
$14K
|
–
|
–
|
–
|
|
|
106
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$14K
|
–
|
–
|
–
|
|
|
107
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$11K
|
–
|
–
|
–
|
|
|
108
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$8K
|
–
|
–
|
–
|
|
|
109
|
Archford Capital Strategies
Swansea,
Illinois
|
$5K
|
–
|
–
|
–
|
|
|
110
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
111
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
112
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$3K
|
+$91
|
+3
|
+3%
|
|
|
113
|
Envestnet Asset Management
Chicago,
Illinois
|
$2K
|
-$19.7K
|
-651
|
-91%
|
|
|
114
|
Gradient Investments
Arden Hills,
Minnesota
|
$1K
|
-$2.47M
|
-81,774
|
-100%
|
|
|
115
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1K
|
+$604
|
+20
|
New
|
|
|
116
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$56
|
-$1.06K
|
-35
|
-2%
|
|
|
117
|
NXG Investment Management
Dallas,
Texas
|
–
|
-$2.71M
|
-85,100
|
Closed
|
|
|
118
|
Penbrook Management
New York
|
–
|
-$2.63M
|
-82,781
|
Closed
|
|
|
119
|
|
–
|
-$973K
|
-30,583
|
Closed
|
|
|
120
|
Kayne Anderson Capital Advisors
Los Angeles,
California
|
–
|
-$795K
|
-25,000
|
Closed
|
|
|
121
|
|
–
|
-$623K
|
-19,602
|
Closed
|
|
|
122
|
Edge Wealth Management
New York
|
–
|
-$606K
|
-19,000
|
Closed
|
|
|
123
|
Horizon Investments
Charlotte,
North Carolina
|
–
|
-$502K
|
-15,800
|
Closed
|
|
|
124
|
Bard Associates
Chicago,
Illinois
|
–
|
-$408K
|
-12,835
|
Closed
|
|
|
125
|
McAdams Wright Ragen
Seattle,
Washington
|
–
|
-$340K
|
-10,710
|
Closed
|
|
