|
126
|
Cribstone Capital Management
Augusta,
Maine
|
$92K
|
–
|
–
|
–
|
|
|
127
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$67K
|
–
|
–
|
–
|
|
|
128
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$63K
|
–
|
–
|
–
|
|
|
129
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$59K
|
+$287
|
+10
|
+0.5%
|
|
|
130
|
Whittier Trust
South Pasadena,
California
|
$58K
|
–
|
–
|
–
|
|
|
131
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$58K
|
+$13.5K
|
+470
|
+31%
|
|
|
132
|
Global Retirement Partners
San Rafael,
California
|
$56K
|
+$9.93K
|
+346
|
+22%
|
|
|
133
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$48.9K
|
–
|
–
|
–
|
|
|
134
|
Brown Brothers Harriman & Co
New York
|
$44K
|
+$43K
|
+1,500
|
New
|
|
|
135
|
Avior Wealth Management
Omaha,
Nebraska
|
$41K
|
+$40.7K
|
+1,417
|
New
|
|
|
136
|
Ruggie Capital Group
Tavares,
Florida
|
$33K
|
+$32.4K
|
+1,130
|
New
|
|
|
137
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$25K
|
-$32.5K
|
-1,132
|
-57%
|
|
|
138
|
Kessler Investment Group
Columbus,
Indiana
|
$25K
|
+$24.7K
|
+860
|
New
|
|
|
139
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$24K
|
–
|
–
|
–
|
|
|
140
|
Bartlett & Co
Cincinnati,
Ohio
|
$22K
|
–
|
–
|
–
|
|
|
141
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$21K
|
–
|
–
|
–
|
|
|
142
|
Allworth Financial
Folsom,
California
|
$21K
|
+$20.9K
|
+730
|
New
|
|
|
143
|
|
$15K
|
–
|
–
|
–
|
|
|
144
|
Duncker Streett & Co
St. Louis,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
145
|
Gradient Investments
Arden Hills,
Minnesota
|
$6K
|
+$5.45K
|
+190
|
New
|
|
|
146
|
MCF Advisors
Covington,
Kentucky
|
$1K
|
–
|
–
|
–
|
|
|
147
|
Shamrock Asset Management
Dallas,
Texas
|
–
|
-$18.2M
|
-648,462
|
Closed
|
|
|
148
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$4.57M
|
-162,914
|
Closed
|
|
|
149
|
|
–
|
-$990K
|
-35,309
|
Closed
|
|
|
150
|
Bellwether Investment Group
Chattanooga,
Tennessee
|
–
|
-$166K
|
-5,936
|
Closed
|
|
