|
201
|
Security National Trust
Wheeling,
West Virginia
|
$150K
|
–
|
–
|
–
|
|
|
202
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$145K
|
–
|
–
|
–
|
|
|
203
|
Bartlett & Co
Cincinnati,
Ohio
|
$144K
|
–
|
–
|
–
|
|
|
204
|
Geneos Wealth Management
Englewood,
Colorado
|
$144K
|
–
|
–
|
–
|
|
|
205
|
Barclays
London,
United Kingdom
|
$143K
|
–
|
–
|
–
|
|
|
206
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$141K
|
–
|
–
|
–
|
|
|
207
|
Steward Partners Investment Advisory
New York
|
$140K
|
-$43.7K
|
-920
|
-25%
|
|
|
208
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$135K
|
–
|
–
|
–
|
|
|
209
|
American Portfolios Advisors
Holbrook,
New York
|
$124K
|
–
|
–
|
–
|
|
|
210
|
|
$104K
|
–
|
–
|
–
|
|
|
211
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$97K
|
–
|
–
|
–
|
|
|
212
|
SEI Investments
Oaks,
Pennsylvania
|
$96K
|
+$10.2K
|
+214
|
+13%
|
|
|
213
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$90K
|
–
|
–
|
–
|
|
|
214
|
SYM Financial Corp
Winona Lake,
Indiana
|
$90K
|
–
|
–
|
–
|
|
|
215
|
Anchor Investment Management
Columbia,
South Carolina
|
$89.8K
|
–
|
–
|
–
|
|
|
216
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$89K
|
–
|
–
|
–
|
|
|
217
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$87K
|
+$1.33K
|
+28
|
+2%
|
|
|
218
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$86K
|
-$4.85K
|
-102
|
-6%
|
|
|
219
|
McIlrath & Eck
Arlington,
Washington
|
$81K
|
-$3.52K
|
-74
|
-4%
|
|
|
220
|
Whittier Trust
South Pasadena,
California
|
$79K
|
–
|
–
|
–
|
|
|
221
|
First Horizon Advisors
Memphis,
Tennessee
|
$72K
|
–
|
–
|
–
|
|
|
222
|
Centaurus Financial
Anaheim,
California
|
$72K
|
+$68.5K
|
+1,442
|
New
|
|
|
223
|
LifePlan Financial Group
Dayton,
Ohio
|
$68K
|
–
|
–
|
–
|
|
|
224
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$66K
|
–
|
–
|
–
|
|
|
225
|
Global Retirement Partners
San Rafael,
California
|
$58K
|
–
|
–
|
–
|
|
