|
101
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$25K
|
–
|
–
|
–
|
|
|
102
|
Creative Planning
Overland Park,
Kansas
|
$24K
|
–
|
–
|
–
|
|
|
103
|
New England Securities
New York
|
$23K
|
-$5.94K
|
-100
|
-20%
|
|
|
104
|
Whittier Trust
South Pasadena,
California
|
$20K
|
-$36.5K
|
-615
|
-64%
|
|
|
105
|
Optimum Investment Advisors
Chicago,
Illinois
|
$18K
|
–
|
–
|
–
|
|
|
106
|
SRH Advisors
Salina,
Kansas
|
$15K
|
+$15.4K
|
+260
|
New
|
|
|
107
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$12K
|
+$11.9K
|
+200
|
New
|
|
|
108
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$9K
|
–
|
–
|
–
|
|
|
109
|
Gradient Investments
Arden Hills,
Minnesota
|
$6K
|
–
|
–
|
–
|
|
|
110
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$4.15K
|
–
|
–
|
–
|
|
|
111
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
112
|
Partnervest Advisory Services
Santa Barbara,
California
|
$1K
|
+$891
|
+15
|
New
|
|
|
113
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$7.11M
|
-124,000
|
Closed
|
|
|
114
|
Verition Fund Management
Greenwich,
Connecticut
|
–
|
-$1.38M
|
-23,182
|
Closed
|
|
|
115
|
Bank of New York Mellon
New York
|
–
|
-$614K
|
-10,309
|
Closed
|
|
|
116
|
Freedom Investment Management
Hartford,
Connecticut
|
–
|
-$271K
|
-4,546
|
Closed
|
|
|
117
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$80K
|
-1,345
|
Closed
|
|
|
118
|
Integrated Wealth Counsel
Carmel,
California
|
–
|
-$44.4K
|
-745
|
Closed
|
|
|
119
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
–
|
-$18K
|
-299
|
Closed
|
|
|
120
|
Windsor Capital Management
Phoenix,
Arizona
|
–
|
-$4K
|
-62
|
Closed
|
|
|
121
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$1K
|
-21
|
Closed
|
|
