|
251
|
Whittier Trust
South Pasadena,
California
|
$40K
|
–
|
–
|
–
|
|
|
252
|
WhitTier Trust Company
Reno,
Nevada
|
$40K
|
–
|
–
|
–
|
|
|
253
|
Arax Advisory Partners
Denver,
Colorado
|
$36K
|
-$13.5K
|
-293
|
-29%
|
|
|
254
|
Security National Trust
Wheeling,
West Virginia
|
$36K
|
–
|
–
|
–
|
|
|
255
|
TD Private Client Wealth
New York
|
$36K
|
+$32.9K
|
+716
|
New
|
|
|
256
|
|
$35K
|
–
|
–
|
–
|
|
|
257
|
M&R Capital Management
Summit,
New Jersey
|
$35K
|
–
|
–
|
–
|
|
|
258
|
Parallel Advisors
San Francisco,
California
|
$34K
|
+$1.38K
|
+30
|
+5%
|
|
|
259
|
Howe & Rusling
Rochester,
New York
|
$30K
|
–
|
–
|
–
|
|
|
260
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$30K
|
–
|
–
|
–
|
|
|
261
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$28K
|
–
|
–
|
–
|
|
|
262
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$25K
|
–
|
–
|
–
|
|
|
263
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$25K
|
–
|
–
|
–
|
|
|
264
|
Chevy Chase Trust
Bethesda,
Maryland
|
$25K
|
+$23K
|
+500
|
New
|
|
|
265
|
Tradewinds Capital Management
Bellingham,
Washington
|
$20K
|
–
|
–
|
–
|
|
|
266
|
Americana Partners
Houston,
Texas
|
$20K
|
+$18.9K
|
+411
|
New
|
|
|
267
|
Berman Capital Advisors
Atlanta,
Georgia
|
$17K
|
+$782
|
+17
|
+5%
|
|
|
268
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$15K
|
-$46K
|
-999
|
-76%
|
|
|
269
|
HM Payson & Co
Portland,
Maine
|
$15K
|
–
|
–
|
–
|
|
|
270
|
Monetary Management Group
St Louis,
Missouri
|
$15K
|
–
|
–
|
–
|
|
|
271
|
North Star Investment Management
Chicago,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
272
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$14K
|
–
|
–
|
–
|
|
|
273
|
Procyon Advisors
Shelton,
Connecticut
|
$14K
|
+$12.9K
|
+281
|
New
|
|
|
274
|
Advisors Asset Management
Monument,
Colorado
|
$13K
|
-$24.6K
|
-534
|
-67%
|
|
|
275
|
TimeScale Financial
Danvers,
Massachusetts
|
$12K
|
–
|
–
|
–
|
|
