|
401
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
402
|
Kennebec Savings Bank
Augusta,
Maine
|
$16.1K
|
–
|
–
|
–
|
|
|
403
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$14.3K
|
–
|
–
|
–
|
|
|
404
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$13.6K
|
–
|
–
|
–
|
|
|
405
|
Whittier Trust
South Pasadena,
California
|
$13.1K
|
+$13.2K
|
+525
|
New
|
|
|
406
|
Huntington National Bank
Columbus,
Ohio
|
$5.46K
|
–
|
–
|
–
|
|
|
407
|
Kestra Investment Management
Austin,
Texas
|
$3.92K
|
+$3.91K
|
+156
|
New
|
|
|
408
|
|
$150
|
-$551
|
-22
|
-79%
|
|
|
409
|
Kesler Norman & Wride
Ogden,
Utah
|
–
|
-$7.68M
|
-305,929
|
Closed
|
|
|
410
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
–
|
-$2.48M
|
-98,987
|
Closed
|
|
|
411
|
Segment Wealth Management
Houston,
Texas
|
–
|
-$1.58M
|
-62,878
|
Closed
|
|
|
412
|
|
–
|
-$1.21M
|
-48,252
|
Closed
|
|
|
413
|
|
–
|
-$945K
|
-37,687
|
Closed
|
|
|
414
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$716K
|
-28,544
|
Closed
|
|
|
415
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
–
|
-$551K
|
-21,949
|
Closed
|
|
|
416
|
1900 Wealth Management
San Antonio,
Texas
|
–
|
-$503K
|
-20,058
|
Closed
|
|
|
417
|
Waterford Advisors
Orchard Park,
New York
|
–
|
-$473K
|
-18,830
|
Closed
|
|
|
418
|
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
–
|
-$387K
|
-15,409
|
Closed
|
|
|
419
|
Oppenheimer & Co
New York
|
–
|
-$332K
|
-13,236
|
Closed
|
|
|
420
|
Anchor Capital Advisors
Boston,
Massachusetts
|
–
|
-$271K
|
-10,800
|
Closed
|
|
|
421
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$270K
|
-10,743
|
Closed
|
|
|
422
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
–
|
-$261K
|
-10,393
|
Closed
|
|
|
423
|
Equitable Holdings
New York
|
–
|
-$246K
|
-9,804
|
Closed
|
|
|
424
|
Calton & Associates
Tampa,
Florida
|
–
|
-$224K
|
-8,928
|
Closed
|
|
|
425
|
Ballast Advisors
Woodbury,
Minnesota
|
–
|
-$195K
|
-7,776
|
Closed
|
|
