|
201
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$26K
|
-$92K
|
-2,500
|
-77%
|
|
|
202
|
AssetMark Inc
Concord,
California
|
$26K
|
–
|
–
|
–
|
|
|
203
|
Whittier Trust
South Pasadena,
California
|
$25K
|
-$5.52K
|
-150
|
-17%
|
|
|
204
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$19K
|
–
|
–
|
–
|
|
|
205
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$17K
|
-$4.42K
|
-120
|
-20%
|
|
|
206
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
207
|
Armor Investment Advisors
Raleigh,
North Carolina
|
$17K
|
+$18.4K
|
+500
|
New
|
|
|
208
|
Gradient Investments
Arden Hills,
Minnesota
|
$16K
|
+$1.66K
|
+45
|
+11%
|
|
|
209
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$11K
|
–
|
–
|
–
|
|
|
210
|
|
$10K
|
–
|
–
|
–
|
|
|
211
|
TCI Wealth Advisors
Tucson,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
212
|
Ancora Advisors
Cleveland,
Ohio
|
$7K
|
+$7.36K
|
+200
|
New
|
|
|
213
|
Westside Investment Management
Santa Monica,
California
|
$6.28K
|
+$6.33K
|
+172
|
New
|
|
|
214
|
MV Capital Management
Bethesda,
Maryland
|
$6K
|
+$6.26K
|
+170
|
New
|
|
|
215
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$5.44K
|
+$110
|
+3
|
+2%
|
|
|
216
|
Huntington National Bank
Columbus,
Ohio
|
$5K
|
–
|
–
|
–
|
|
|
217
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$4.2K
|
+$4.46K
|
+121
|
New
|
|
|
218
|
Perigon Wealth Management
San Francisco,
California
|
$4K
|
-$50.7K
|
-1,378
|
-93%
|
|
|
219
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$4K
|
–
|
–
|
–
|
|
|
220
|
Ironwood Financial
Tucson,
Arizona
|
$3K
|
–
|
–
|
–
|
|
|
221
|
Sutton Wealth Advisors
Tampa,
Florida
|
$2.26K
|
–
|
–
|
–
|
|
|
222
|
Integrated Wealth Counsel
Carmel,
California
|
$2K
|
-$14.7K
|
-400
|
-85%
|
|
|
223
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$2K
|
–
|
–
|
–
|
|
|
224
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
+$74
|
+2
|
+67%
|
|
|
225
|
Luminus Management
Houston,
Texas
|
–
|
-$37.7M
|
-993,000
|
Closed
|
|
