|
51
|
Sandy Spring Bank
Olney,
Maryland
|
$31K
|
–
|
–
|
–
|
|
|
52
|
Edge Wealth Management
New York
|
$25K
|
–
|
–
|
–
|
|
|
53
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$17K
|
–
|
–
|
–
|
|
|
54
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$16K
|
–
|
–
|
–
|
|
|
55
|
|
$16K
|
+$15.6K
|
+1,227
|
New
|
|
|
56
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$10K
|
–
|
–
|
–
|
|
|
57
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$9K
|
-$457
|
-36
|
-5%
|
|
|
58
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4K
|
+$3.58K
|
+282
|
New
|
|
|
59
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$3K
|
+$2.86K
|
+225
|
New
|
|
|
60
|
Front Row Advisors
Tiburon,
California
|
$2K
|
–
|
–
|
–
|
|
|
61
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
62
|
Fidelity Investments
Boston,
Massachusetts
|
$1K
|
+$1.45K
|
+114
|
New
|
|
|
63
|
|
–
|
-$734K
|
-58,557
|
Closed
|
|
|
64
|
CreativeOne Wealth
Overland Park,
Kansas
|
–
|
-$486K
|
-38,766
|
Closed
|
|
|
65
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$263K
|
-21,000
|
Closed
|
|
|
66
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
–
|
-$211K
|
-16,830
|
Closed
|
|
|
67
|
First National Corp
Rockland,
Massachusetts
|
–
|
-$97K
|
-7,749
|
Closed
|
|
|
68
|
Atwood & Palmer
Kansas City,
Missouri
|
–
|
-$18K
|
-1,446
|
Closed
|
|
|
69
|
WealthBridge Capital Management
Westerville,
Ohio
|
–
|
-$17K
|
-1,320
|
Closed
|
|
|
70
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$8K
|
-609
|
Closed
|
|
