|
101
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$61K
|
-$53.4K
|
-1,129
|
-47%
|
|
|
102
|
D.A. Davidson & Co
Great Falls,
Montana
|
$58K
|
+$28.4K
|
+602
|
+100%
|
|
|
103
|
WFG Advisors
Dallas,
Texas
|
$40K
|
+$38K
|
+805
|
New
|
|
|
104
|
Ironwood Financial
Tucson,
Arizona
|
$30K
|
–
|
–
|
–
|
|
|
105
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$30K
|
+$29K
|
+614
|
New
|
|
|
106
|
Reilly Financial Advisors
La Mesa,
California
|
$24K
|
-$25.9K
|
-549
|
-53%
|
|
|
107
|
CT Financial Advisors
Chadds Ford,
Pennsylvania
|
$20.6K
|
–
|
–
|
–
|
|
|
108
|
|
$19K
|
-$4.35K
|
-92
|
-19%
|
|
|
109
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$18K
|
–
|
–
|
–
|
|
|
110
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
111
|
Anchor Investment Management
Columbia,
South Carolina
|
$8.84K
|
–
|
–
|
–
|
|
|
112
|
Cribstone Capital Management
Augusta,
Maine
|
$8K
|
–
|
–
|
–
|
|
|
113
|
Delta Asset Management
Memphis,
Tennessee
|
$6K
|
–
|
–
|
–
|
|
|
114
|
Washington Trust Bank
Spokane,
Washington
|
$4K
|
+$4.25K
|
+90
|
New
|
|
|
115
|
Asset Dedication LLC
San Francisco,
California
|
$3K
|
–
|
–
|
–
|
|
|
116
|
Parallel Advisors
San Francisco,
California
|
$3K
|
+$3.12K
|
+66
|
New
|
|
|
117
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$2.46K
|
+$2.36K
|
+50
|
New
|
|
|
118
|
CPWM LLC
Seattle,
Washington
|
–
|
-$615K
|
-13,345
|
Closed
|
|
|
119
|
Legacy Private Trust
Neenah,
Wisconsin
|
–
|
-$298K
|
-6,468
|
Closed
|
|
|
120
|
Round Table Services
Westfield,
New Jersey
|
–
|
-$237K
|
-5,142
|
Closed
|
|
|
121
|
NWQ Investment Management Company
Los Angeles,
California
|
–
|
-$201K
|
-4,350
|
Closed
|
|
|
122
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
–
|
-$65K
|
-1,407
|
Closed
|
|
|
123
|
Tower Research Capital (TRC)
New York
|
–
|
-$19K
|
-413
|
Closed
|
|
|
124
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
–
|
-$15K
|
-315
|
Closed
|
|
