|
151
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$16K
|
–
|
–
|
–
|
|
|
152
|
Duncker Streett & Co
St. Louis,
Missouri
|
$14K
|
–
|
–
|
–
|
|
|
153
|
Edge Wealth Management
New York
|
$14K
|
–
|
–
|
–
|
|
|
154
|
Bruderman Asset Management
Locust Valley,
New York
|
$12K
|
–
|
–
|
–
|
|
|
155
|
Gemmer Asset Management
Walnut Creek,
California
|
$12K
|
–
|
–
|
–
|
|
|
156
|
Gradient Investments
Arden Hills,
Minnesota
|
$12K
|
+$14.5K
|
+525
|
New
|
|
|
157
|
SignatureFD
Atlanta,
Georgia
|
$11K
|
+$13.7K
|
+496
|
New
|
|
|
158
|
Crosspoint Capital Strategies
Orinda,
California
|
$10K
|
+$12.4K
|
+449
|
New
|
|
|
159
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$9K
|
–
|
–
|
–
|
|
|
160
|
CapWealth Advisors
Franklin,
Tennessee
|
$8K
|
–
|
–
|
–
|
|
|
161
|
City Holding Co
Charleston,
West Virginia
|
$8K
|
–
|
–
|
–
|
|
|
162
|
CKW Financial Group
Honolulu,
Hawaii
|
$8K
|
–
|
–
|
–
|
|
|
163
|
Security National Trust
Wheeling,
West Virginia
|
$8K
|
–
|
–
|
–
|
|
|
164
|
First Interstate Bank
Billings,
Montana
|
$8K
|
+$9.97K
|
+361
|
New
|
|
|
165
|
Trust Company
Manhattan,
Kansas
|
$8K
|
+$10.1K
|
+365
|
New
|
|
|
166
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$7K
|
–
|
–
|
–
|
|
|
167
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$5K
|
–
|
–
|
–
|
|
|
168
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$5K
|
–
|
–
|
–
|
|
|
169
|
First Horizon Advisors
Memphis,
Tennessee
|
$4K
|
–
|
–
|
–
|
|
|
170
|
Wealthfront
Palo Alto,
California
|
$4K
|
+$4.56K
|
+165
|
New
|
|
|
171
|
Delta Asset Management
Memphis,
Tennessee
|
$2K
|
–
|
–
|
–
|
|
|
172
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2K
|
+$110
|
+4
|
+5%
|
|
|
173
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$9.26M
|
-301,665
|
Closed
|
|
|
174
|
IMA Advisory Services
Denver,
Colorado
|
–
|
-$897K
|
-29,233
|
Closed
|
|
|
175
|
Winfield Associates
Cleveland,
Ohio
|
–
|
-$583K
|
-21,115
|
Closed
|
|
