|
101
|
Susquehanna Trust & Investment
Lititz,
Pennsylvania
|
$207K
|
+$203K
|
+5,586
|
New
|
|
|
102
|
D.A. Davidson & Co
Great Falls,
Montana
|
$206K
|
+$203K
|
+5,582
|
New
|
|
|
103
|
Rex Capital Advisors
Providence,
Rhode Island
|
$201K
|
+$197K
|
+5,420
|
New
|
|
|
104
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$191K
|
+$187K
|
+5,162
|
New
|
|
|
105
|
WealthTrust Fairport
Cleveland,
Ohio
|
$111K
|
+$109K
|
+3,000
|
New
|
|
|
106
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$89K
|
+$23.5K
|
+648
|
+37%
|
|
|
107
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$81K
|
–
|
–
|
–
|
|
|
108
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$73K
|
+$72.6K
|
+2,000
|
New
|
|
|
109
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$57K
|
–
|
–
|
–
|
|
|
110
|
Formidable Asset Management
Cincinnati,
Ohio
|
$46K
|
-$45.4K
|
-1,250
|
Closed
|
|
|
111
|
Klingman & Associates
New York
|
$44K
|
+$43.6K
|
+1,200
|
New
|
|
|
112
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42K
|
-$3.63K
|
-100
|
-8%
|
|
|
113
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$33K
|
–
|
–
|
–
|
|
|
114
|
Security National Trust
Wheeling,
West Virginia
|
$30K
|
–
|
–
|
–
|
|
|
115
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23K
|
–
|
–
|
–
|
|
|
116
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$12K
|
+$11.6K
|
+320
|
New
|
|
|
117
|
Wealthfront
Palo Alto,
California
|
$8K
|
+$7.7K
|
+212
|
New
|
|
|
118
|
Alexandria Capital
Arlington,
Virginia
|
$7K
|
+$73
|
+2
|
+1%
|
|
|
119
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$5.56K
|
–
|
–
|
–
|
|
|
120
|
Horrell Capital Management
Little Rock,
Arkansas
|
$4K
|
–
|
–
|
–
|
|
|
121
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1K
|
+$1.45K
|
+40
|
New
|
|
|
122
|
Evercore Wealth Management
New York
|
–
|
-$3.4M
|
-95,672
|
Closed
|
|
|
123
|
SII Investments
Appleton,
Wisconsin
|
–
|
-$502K
|
-14,052
|
Closed
|
|
|
124
|
Virtu KCG Holdings
New York
|
–
|
-$328K
|
-9,220
|
Closed
|
|
|
125
|
Next Financial Group
Houston,
Texas
|
–
|
-$88K
|
-2,472
|
Closed
|
|
