|
101
|
Synovus Financial
Columbus,
Georgia
|
$30K
|
–
|
–
|
–
|
|
|
102
|
D.A. Davidson & Co
Great Falls,
Montana
|
$23K
|
+$2.3K
|
+70
|
+11%
|
|
|
103
|
Lenox Wealth Advisors
New York
|
$17K
|
–
|
–
|
–
|
|
|
104
|
Private Trust Company
Cleveland,
Ohio
|
$16K
|
+$3.61K
|
+110
|
+28%
|
|
|
105
|
Delta Asset Management
Memphis,
Tennessee
|
$15K
|
–
|
–
|
–
|
|
|
106
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$15K
|
–
|
–
|
–
|
|
|
107
|
Tompkins Financial
Ithaca,
New York
|
$15K
|
–
|
–
|
–
|
|
|
108
|
Madden Advisory Services
Jacksonville,
Florida
|
$13K
|
-$6.07K
|
-185
|
-31%
|
|
|
109
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
110
|
M&T Bank
Buffalo,
New York
|
$10K
|
–
|
–
|
–
|
|
|
111
|
Sandy Spring Bank
Olney,
Maryland
|
$10K
|
–
|
–
|
–
|
|
|
112
|
Creative Planning
Overland Park,
Kansas
|
$8K
|
–
|
–
|
–
|
|
|
113
|
Monroe Bank & Trust
Monroe,
Michigan
|
$5K
|
–
|
–
|
–
|
|
|
114
|
|
$4K
|
–
|
–
|
–
|
|
|
115
|
Pathstone Family Office
Englewood,
New Jersey
|
$3K
|
–
|
–
|
–
|
|
|
116
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$3K
|
+$2.92K
|
+89
|
+1,113%
|
|
|
117
|
Windsor Capital Management
Phoenix,
Arizona
|
$1K
|
-$263
|
-8
|
-17%
|
|
|
118
|
ETrade Capital Management
Arlington,
Virginia
|
$1K
|
–
|
–
|
–
|
|
|
119
|
|
$1K
|
+$952
|
+29
|
New
|
|
|
120
|
|
–
|
-$5.9M
|
-191,688
|
Closed
|
|
|
121
|
FBL Investment Management Services
West Des Moines,
Iowa
|
–
|
-$1.24M
|
-40,111
|
Closed
|
|
|
122
|
Silver Bridge Capital Management
Boston,
Massachusetts
|
–
|
-$742K
|
-24,095
|
Closed
|
|
|
123
|
SII Investments
Appleton,
Wisconsin
|
–
|
-$207K
|
-6,782
|
Closed
|
|
|
124
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
–
|
-$162K
|
-5,263
|
Closed
|
|
|
125
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
–
|
-$22K
|
-700
|
Closed
|
|
