|
301
|
Evercore Wealth Management
New York
|
$19K
|
–
|
–
|
–
|
|
|
302
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$19K
|
+$18.3K
|
+1,000
|
New
|
|
|
303
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$19K
|
+$18.3K
|
+1,000
|
New
|
|
|
304
|
|
$18K
|
–
|
–
|
–
|
|
|
305
|
SEI Investments
Oaks,
Pennsylvania
|
$17K
|
-$14.2K
|
-776
|
-46%
|
|
|
306
|
Thompson Davis & Co
Richmond,
Virginia
|
$14K
|
+$4.58K
|
+250
|
+50%
|
|
|
307
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
308
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$12K
|
+$12K
|
+658
|
New
|
|
|
309
|
Gradient Investments
Arden Hills,
Minnesota
|
$10K
|
–
|
–
|
–
|
|
|
310
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
311
|
Arax Advisory Partners
Denver,
Colorado
|
$7K
|
+$55
|
+3
|
+0.8%
|
|
|
312
|
Perigon Wealth Management
San Francisco,
California
|
$5K
|
+$55
|
+3
|
+1%
|
|
|
313
|
V Wealth Advisors
Overland Park,
Kansas
|
$5K
|
+$4.58K
|
+250
|
New
|
|
|
314
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$4K
|
–
|
–
|
–
|
|
|
315
|
Webster Bank
Waterbury,
Connecticut
|
$4K
|
–
|
–
|
–
|
|
|
316
|
Whittier Trust
South Pasadena,
California
|
$4K
|
–
|
–
|
–
|
|
|
317
|
First Personal Financial Services
Charlotte,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
318
|
Envestnet Asset Management
Chicago,
Illinois
|
$3K
|
+$2.75K
|
+150
|
+556%
|
|
|
319
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
320
|
Alexandria Capital
Arlington,
Virginia
|
$2K
|
+$18
|
+1
|
+1%
|
|
|
321
|
Howe & Rusling
Rochester,
New York
|
$1K
|
–
|
–
|
–
|
|
|
322
|
Acrospire Investment Management
Chicago,
Illinois
|
$1K
|
+$769
|
+42
|
New
|
|
|
323
|
Honeywell International
Charlotte,
North Carolina
|
–
|
-$13.1M
|
-716,000
|
Closed
|
|
|
324
|
ING Group
Amsterdam,
Netherlands
|
–
|
-$9.12M
|
-500,000
|
Closed
|
|
|
325
|
Randolph Company
Cincinnati,
Ohio
|
–
|
-$7.57M
|
-415,400
|
Closed
|
|
