|
126
|
North Star Investment Management
Chicago,
Illinois
|
$21K
|
–
|
–
|
–
|
|
|
127
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
128
|
Edge Advisors
Atlanta,
Georgia
|
$17K
|
–
|
–
|
–
|
|
|
129
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$16K
|
–
|
–
|
–
|
|
|
130
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$16K
|
–
|
–
|
–
|
|
|
131
|
Cutler Group
San Francisco,
California
|
$15K
|
+$7.57K
|
+250
|
+162%
|
|
|
132
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$13K
|
–
|
–
|
–
|
|
|
133
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$13K
|
+$10.6K
|
+350
|
New
|
|
|
134
|
IFP Advisors
Tampa,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
135
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
136
|
Sutton Wealth Advisors
Tampa,
Florida
|
$10.1K
|
–
|
–
|
–
|
|
|
137
|
BB&T Investment Services
Charlotte,
North Carolina
|
$9K
|
+$7.26K
|
+240
|
New
|
|
|
138
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$8K
|
–
|
–
|
–
|
|
|
139
|
Versant Capital Management
Phoenix,
Arizona
|
$8K
|
+$363
|
+12
|
+6%
|
|
|
140
|
Creative Planning
Overland Park,
Kansas
|
$8K
|
+$847
|
+28
|
+16%
|
|
|
141
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7K
|
+$2.72K
|
+90
|
+90%
|
|
|
142
|
Advisory Services Network
Atlanta,
Georgia
|
$6K
|
+$4.84K
|
+160
|
New
|
|
|
143
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
144
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$4K
|
+$3.03K
|
+100
|
New
|
|
|
145
|
V Wealth Advisors
Overland Park,
Kansas
|
$4K
|
+$3.03K
|
+100
|
New
|
|
|
146
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2K
|
+$1.82K
|
+60
|
New
|
|
|
147
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1K
|
–
|
–
|
–
|
|
|
148
|
|
$419
|
+$332K
|
+10,977
|
New
|
|
|
149
|
HCSF Management
San Francisco,
California
|
–
|
-$14.3M
|
-510,000
|
Closed
|
|
|
150
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$3.81M
|
-136,100
|
Closed
|
|
