|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$137K
|
-$230K
|
-18,834
|
-63%
|
|
|
52
|
US Bancorp
Minneapolis,
Minnesota
|
$105K
|
+$22K
|
+1,800
|
+27%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$53K
|
-$22K
|
-1,800
|
-30%
|
|
|
54
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$49K
|
–
|
–
|
–
|
|
|
55
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$49K
|
–
|
–
|
–
|
|
|
56
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$42K
|
–
|
–
|
–
|
|
|
57
|
|
$37K
|
+$36.6K
|
+3,000
|
New
|
|
|
58
|
|
$34K
|
+$32.8K
|
+2,688
|
New
|
|
|
59
|
Huntington National Bank
Columbus,
Ohio
|
$26K
|
–
|
–
|
–
|
|
|
60
|
|
$26K
|
–
|
–
|
–
|
|
|
61
|
First Financial Corp
Terre Haute,
Indiana
|
$15K
|
-$12.8K
|
-1,050
|
-47%
|
|
|
62
|
Partnervest Advisory Services
Santa Barbara,
California
|
$15K
|
+$73
|
+6
|
+0.5%
|
|
|
63
|
MSI Financial Services
Springfield,
Massachusetts
|
$14K
|
-$6.15K
|
-504
|
-31%
|
|
|
64
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$11K
|
–
|
–
|
–
|
|
|
65
|
Central Trust Company
Jefferson City,
Missouri
|
$11K
|
–
|
–
|
–
|
|
|
66
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
67
|
New England Securities
New York
|
$11K
|
–
|
–
|
–
|
|
|
68
|
Reilly Financial Advisors
La Mesa,
California
|
$8K
|
–
|
–
|
–
|
|
|
69
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$7K
|
–
|
–
|
–
|
|
|
70
|
Aspiriant Holdings S3
Los Angeles,
California
|
–
|
-$1.35M
|
-115,770
|
Closed
|
|
|
71
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$1.25M
|
-107,856
|
Closed
|
|
|
72
|
|
–
|
-$364K
|
-31,254
|
Closed
|
|
|
73
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
–
|
-$44K
|
-3,750
|
Closed
|
|
|
74
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
–
|
-$21K
|
-1,800
|
Closed
|
|
|
75
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
–
|
-$10K
|
-900
|
Closed
|
|
