|
126
|
Partnervest Advisory Services
Santa Barbara,
California
|
$112K
|
+$110K
|
+2,393
|
New
|
|
|
127
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$67K
|
+$9.82K
|
+213
|
+17%
|
|
|
128
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$65K
|
+$64.5K
|
+1,399
|
New
|
|
|
129
|
Creative Planning
Overland Park,
Kansas
|
$56K
|
–
|
–
|
–
|
|
|
130
|
Veritable
Wilmington,
Delaware
|
$51K
|
+$50.5K
|
+1,096
|
New
|
|
|
131
|
Community Financial System
Syracuse,
New York
|
$40K
|
–
|
–
|
–
|
|
|
132
|
Advisory Services Network
Atlanta,
Georgia
|
$34K
|
+$33.1K
|
+718
|
New
|
|
|
133
|
Aviance Capital Management
Sarasota,
Florida
|
$31K
|
-$19.7K
|
-427
|
-39%
|
|
|
134
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$28K
|
+$27.7K
|
+600
|
New
|
|
|
135
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$23K
|
+$23.1K
|
+500
|
New
|
|
|
136
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$21K
|
+$20.5K
|
+445
|
New
|
|
|
137
|
Evercore Wealth Management
New York
|
$11K
|
+$10.8K
|
+235
|
New
|
|
|
138
|
Whittier Trust
South Pasadena,
California
|
$8K
|
–
|
–
|
–
|
|
|
139
|
Delta Asset Management
Memphis,
Tennessee
|
$7K
|
+$6.92K
|
+150
|
New
|
|
|
140
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5K
|
-$876
|
-19
|
-16%
|
|
|
141
|
Apriem Advisors
Irvine,
California
|
$5K
|
–
|
–
|
–
|
|
|
142
|
Madden Advisory Services
Jacksonville,
Florida
|
$5K
|
–
|
–
|
–
|
|
|
143
|
Private Trust Company
Cleveland,
Ohio
|
$2K
|
-$8.67K
|
-188
|
-80%
|
|
|
144
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
–
|
-$5.02M
|
-111,000
|
Closed
|
|
|
145
|
Visionary Asset Management
Houston,
Texas
|
–
|
-$1.5M
|
-33,681
|
Closed
|
|
|
146
|
Bell Bank
Fargo,
North Dakota
|
–
|
-$911K
|
-20,165
|
Closed
|
|
|
147
|
Nomura Holdings
Tokyo,
Japan
|
–
|
-$783K
|
-17,258
|
Closed
|
|
|
148
|
Vector Wealth Management
Minneapolis,
Minnesota
|
–
|
-$572K
|
-12,647
|
Closed
|
|
|
149
|
Security National Bank of So Dak
Sioux City,
Iowa
|
–
|
-$344K
|
-7,612
|
Closed
|
|
|
150
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
–
|
-$264K
|
-5,825
|
Closed
|
|
