|
201
|
Private Trust Company
Cleveland,
Ohio
|
$24.9K
|
+$25.3K
|
+1,168
|
New
|
|
|
202
|
Principal Securities
Des Moines,
Iowa
|
$21.9K
|
–
|
–
|
–
|
|
|
203
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$21.4K
|
–
|
–
|
–
|
|
|
204
|
Advisornet Financial
Minnetonka,
Minnesota
|
$19K
|
+$281
|
+13
|
+1%
|
|
|
205
|
Blue Trust Inc
Alpharetta,
Georgia
|
$17.6K
|
+$17.8K
|
+822
|
New
|
|
|
206
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.4K
|
+$1.58K
|
+73
|
+10%
|
|
|
207
|
Venturi Wealth Management
Austin,
Texas
|
$16.3K
|
+$16.5K
|
+765
|
New
|
|
|
208
|
Coppell Advisory Solutions
Coppell,
Texas
|
$12.8K
|
+$13K
|
+599
|
New
|
|
|
209
|
Whittier Trust
South Pasadena,
California
|
$7.03K
|
+$7.11K
|
+329
|
New
|
|
|
210
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$7K
|
–
|
–
|
–
|
|
|
211
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$5.59K
|
+$86
|
+4
|
+2%
|
|
|
212
|
|
$1.24K
|
+$65
|
+3
|
+5%
|
|
|
213
|
Kestra Investment Management
Austin,
Texas
|
$812
|
+$822
|
+38
|
New
|
|
|
214
|
Asset Dedication LLC
San Francisco,
California
|
–
|
-$1.2M
|
-54,347
|
Closed
|
|
|
215
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$347K
|
-15,633
|
Closed
|
|
|
216
|
James Investment Research
Alpha,
Ohio
|
–
|
-$292K
|
-13,150
|
Closed
|
|
|
217
|
Fortis Capital Management
Bellevue,
Washington
|
–
|
-$236K
|
-10,634
|
Closed
|
|
|
218
|
|
–
|
-$228K
|
-10,287
|
Closed
|
|
|
219
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
–
|
-$215K
|
-9,697
|
Closed
|
|
|
220
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
–
|
-$127K
|
-5,734
|
Closed
|
|
|
221
|
Abound Wealth Management
Franklin,
Tennessee
|
–
|
-$15.2K
|
-685
|
Closed
|
|
|
222
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$22
|
-1
|
Closed
|
|
