|
51
|
Sandy Spring Bank
Olney,
Maryland
|
$78K
|
–
|
–
|
–
|
|
|
52
|
|
$67K
|
–
|
–
|
–
|
|
|
53
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$65K
|
–
|
–
|
–
|
|
|
54
|
US Bancorp
Minneapolis,
Minnesota
|
$51K
|
+$50.5K
|
+3,256
|
New
|
|
|
55
|
City Holding Co
Charleston,
West Virginia
|
$47K
|
–
|
–
|
–
|
|
|
56
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$35K
|
–
|
–
|
–
|
|
|
57
|
First Interstate Bank
Billings,
Montana
|
$26K
|
–
|
–
|
–
|
|
|
58
|
|
$23K
|
+$23K
|
+1,482
|
New
|
|
|
59
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$20K
|
–
|
–
|
–
|
|
|
60
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$17K
|
+$16.5K
|
+1,064
|
New
|
|
|
61
|
Avior Wealth Management
Omaha,
Nebraska
|
$16K
|
–
|
–
|
–
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16K
|
+$15.5K
|
+1,000
|
New
|
|
|
63
|
D.A. Davidson & Co
Great Falls,
Montana
|
$14K
|
–
|
–
|
–
|
|
|
64
|
|
$12K
|
–
|
–
|
–
|
|
|
65
|
Advisory Services Network
Atlanta,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
66
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$9K
|
–
|
–
|
–
|
|
|
67
|
Penserra Capital Management
Orinda,
California
|
$8K
|
+$1.95K
|
+126
|
+32%
|
|
|
68
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.65K
|
–
|
–
|
–
|
|
|
69
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
70
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
71
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$4K
|
+$3.88K
|
+250
|
New
|
|
|
72
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3K
|
–
|
–
|
–
|
|
|
73
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
74
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
–
|
-$825K
|
-54,129
|
Closed
|
|
|
75
|
Oppenheimer & Co
New York
|
–
|
-$707K
|
-46,362
|
Closed
|
|
