|
101
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$80K
|
-$48M
|
-871,369
|
-100%
|
|
|
102
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$77K
|
–
|
–
|
–
|
|
|
103
|
Duncker Streett & Co
St. Louis,
Missouri
|
$76K
|
–
|
–
|
–
|
|
|
104
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$52K
|
–
|
–
|
–
|
|
|
105
|
M Holdings Securities
Portland,
Oregon
|
$45K
|
+$47.6K
|
+864
|
New
|
|
|
106
|
D.A. Davidson & Co
Great Falls,
Montana
|
$43K
|
-$1.95M
|
-35,336
|
-98%
|
|
|
107
|
CapWealth Advisors
Franklin,
Tennessee
|
$42K
|
–
|
–
|
–
|
|
|
108
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$31K
|
–
|
–
|
–
|
|
|
109
|
North Star Investment Management
Chicago,
Illinois
|
$31K
|
–
|
–
|
–
|
|
|
110
|
Kessler Investment Group
Columbus,
Indiana
|
$29K
|
–
|
–
|
–
|
|
|
111
|
Peachtree Investment Advisors
Atlanta,
Georgia
|
$21K
|
+$22K
|
+400
|
New
|
|
|
112
|
Barrett Asset Management
New York
|
$19K
|
–
|
–
|
–
|
|
|
113
|
|
$19K
|
–
|
–
|
–
|
|
|
114
|
|
$19K
|
+$19.4K
|
+352
|
New
|
|
|
115
|
City Holding Co
Charleston,
West Virginia
|
$15K
|
–
|
–
|
–
|
|
|
116
|
Winfield Associates
Cleveland,
Ohio
|
$15K
|
–
|
–
|
–
|
|
|
117
|
Reilly Financial Advisors
La Mesa,
California
|
$12K
|
–
|
–
|
–
|
|
|
118
|
Atwood & Palmer
Kansas City,
Missouri
|
$10K
|
–
|
–
|
–
|
|
|
119
|
Synovus Financial
Columbus,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
120
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8K
|
-$16K
|
-290
|
-66%
|
|
|
121
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7K
|
+$2.75K
|
+50
|
+58%
|
|
|
122
|
Manchester Capital Management
Manchester,
Vermont
|
$4K
|
–
|
–
|
–
|
|
|
123
|
F-Squared Investment Management
Wellesley,
Massachusetts
|
–
|
-$69M
|
-1,214,241
|
Closed
|
|
|
124
|
Shamrock Asset Management
Dallas,
Texas
|
–
|
-$15.7M
|
-285,121
|
-100%
|
|
|
125
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$14.8M
|
-260,020
|
Closed
|
|
