|
51
|
Sandy Spring Bank
Olney,
Maryland
|
$81K
|
–
|
–
|
–
|
|
|
52
|
Steward Partners Investment Advisory
New York
|
$79K
|
+$52.5K
|
+3,300
|
+204%
|
|
|
53
|
IFP Advisors
Tampa,
Florida
|
$73K
|
–
|
–
|
–
|
|
|
54
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$68K
|
–
|
–
|
–
|
|
|
55
|
City Holding Co
Charleston,
West Virginia
|
$49K
|
-$8.51K
|
-535
|
-15%
|
|
|
56
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$35K
|
+$509
|
+32
|
+2%
|
|
|
57
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
58
|
Bogart Wealth LLC
Mclean,
Virginia
|
$23K
|
+$22.4K
|
+1,409
|
New
|
|
|
59
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$18K
|
–
|
–
|
–
|
|
|
60
|
Avior Wealth Management
Omaha,
Nebraska
|
$16K
|
–
|
–
|
–
|
|
|
61
|
IHT Wealth Management
Chicago,
Illinois
|
$16K
|
–
|
–
|
–
|
|
|
62
|
Advisory Services Network
Atlanta,
Georgia
|
$10K
|
–
|
–
|
–
|
|
|
63
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$9K
|
–
|
–
|
–
|
|
|
64
|
North Star Investment Management
Chicago,
Illinois
|
$8K
|
-$4.22K
|
-265
|
-35%
|
|
|
65
|
Penserra Capital Management
Orinda,
California
|
$7K
|
-$1.37K
|
-86
|
-15%
|
|
|
66
|
|
$6K
|
-$12.7K
|
-800
|
-67%
|
|
|
67
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6K
|
+$5.49K
|
+345
|
New
|
|
|
68
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
69
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$5K
|
+$4.77K
|
+300
|
New
|
|
|
70
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
71
|
US Bancorp
Minneapolis,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
72
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3K
|
–
|
–
|
–
|
|
|
73
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
74
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$1.31M
|
-82,844
|
Closed
|
|
|
75
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$962K
|
-60,940
|
Closed
|
|
