|
101
|
D.A. Davidson & Co
Great Falls,
Montana
|
$73K
|
–
|
–
|
–
|
|
|
102
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$67K
|
-$3.04K
|
-80
|
-4%
|
|
|
103
|
IFP Advisors
Tampa,
Florida
|
$46K
|
+$46.6K
|
+1,226
|
New
|
|
|
104
|
|
$45K
|
–
|
–
|
–
|
|
|
105
|
Focused Wealth Management
Newburgh,
New York
|
$45K
|
+$152
|
+4
|
+0.3%
|
|
|
106
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$45K
|
+$45.7K
|
+1,200
|
New
|
|
|
107
|
TD Capital Management
Memphis,
Tennessee
|
$31K
|
+$304
|
+8
|
+1%
|
|
|
108
|
AllSquare Wealth Management
Albany,
New York
|
$27K
|
–
|
–
|
–
|
|
|
109
|
Evercore Wealth Management
New York
|
$26K
|
–
|
–
|
–
|
|
|
110
|
Patten Group
Chattanooga,
Tennessee
|
$15.1K
|
–
|
–
|
–
|
|
|
111
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$13K
|
+$12.9K
|
+338
|
New
|
|
|
112
|
Gupta Wealth Management
San Diego,
California
|
$9K
|
–
|
–
|
–
|
|
|
113
|
Formidable Asset Management
Cincinnati,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
114
|
Kanaly Trust
Houston,
Texas
|
$7K
|
–
|
–
|
–
|
|
|
115
|
Whittier Trust
South Pasadena,
California
|
$6K
|
+$6.47K
|
+170
|
New
|
|
|
116
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$2K
|
+$2.44K
|
+64
|
New
|
|
|
117
|
Veritable
Wilmington,
Delaware
|
–
|
-$265K
|
-7,468
|
Closed
|
|
|
118
|
Bailard
Foster City,
California
|
–
|
-$213K
|
-6,000
|
Closed
|
|
|
119
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$46K
|
-1,324
|
Closed
|
|
|
120
|
Next Financial Group
Houston,
Texas
|
–
|
-$42K
|
-1,200
|
Closed
|
|
|
121
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
–
|
-$22K
|
-630
|
Closed
|
|
