|
76
|
Security National Trust
Wheeling,
West Virginia
|
$45K
|
–
|
–
|
–
|
|
|
77
|
|
$41K
|
+$20.3K
|
+2,134
|
+100%
|
|
|
78
|
US Bancorp
Minneapolis,
Minnesota
|
$38K
|
–
|
–
|
–
|
|
|
79
|
|
$35K
|
+$1.35K
|
+142
|
+4%
|
|
|
80
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$31K
|
–
|
–
|
–
|
|
|
81
|
MSI Financial Services
Springfield,
Massachusetts
|
$30K
|
+$1.28K
|
+135
|
+4%
|
|
|
82
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$30K
|
+$30.6K
|
+3,213
|
New
|
|
|
83
|
Formidable Asset Management
Cincinnati,
Ohio
|
$21K
|
-$8.11K
|
-852
|
-28%
|
|
|
84
|
Stancorp Investment Advisers
Portland,
Oregon
|
$21K
|
–
|
–
|
–
|
|
|
85
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$20K
|
-$8.57K
|
-900
|
-30%
|
|
|
86
|
Monroe Bank & Trust
Monroe,
Michigan
|
$19K
|
–
|
–
|
–
|
|
|
87
|
Focused Wealth Management
Newburgh,
New York
|
$15K
|
+$15K
|
+1,580
|
New
|
|
|
88
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
89
|
Central Trust Company
Jefferson City,
Missouri
|
$10K
|
+$10.3K
|
+1,081
|
New
|
|
|
90
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$7K
|
–
|
–
|
–
|
|
|
91
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$7K
|
–
|
–
|
–
|
|
|
92
|
People's United Financial
Bridgeport,
Connecticut
|
$6K
|
–
|
–
|
–
|
|
|
93
|
SEI Investments
Oaks,
Pennsylvania
|
$6K
|
+$5.76K
|
+605
|
New
|
|
|
94
|
First Personal Financial Services
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
95
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4K
|
-$5.81K
|
-610
|
-57%
|
|
|
96
|
Blume Capital Management
Berkeley,
California
|
$3K
|
–
|
–
|
–
|
|
|
97
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3K
|
+$3.04K
|
+319
|
New
|
|
|
98
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$2K
|
+$2.38K
|
+250
|
New
|
|
|
99
|
Advisors Asset Management
Monument,
Colorado
|
–
|
-$5.02M
|
-525,044
|
Closed
|
|
|
100
|
AQR Capital Management
Greenwich,
Connecticut
|
–
|
-$1.9M
|
-198,182
|
Closed
|
|
