|
51
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$107K
|
+$82.8K
|
+5,737
|
+415%
|
|
|
52
|
Sandy Spring Bank
Olney,
Maryland
|
$92K
|
+$38.1K
|
+2,641
|
+75%
|
|
|
53
|
City Holding Co
Charleston,
West Virginia
|
$83K
|
–
|
–
|
–
|
|
|
54
|
Spire Wealth Management
Mclean,
Virginia
|
$32K
|
-$22.9K
|
-1,586
|
-43%
|
|
|
55
|
Creative Financial Designs
Kokomo,
Indiana
|
$27K
|
+$26K
|
+1,800
|
New
|
|
|
56
|
Castleview Partners
Dallas,
Texas
|
$25K
|
+$24.1K
|
+1,670
|
New
|
|
|
57
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$15K
|
–
|
–
|
–
|
|
|
58
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$11K
|
–
|
–
|
–
|
|
|
59
|
Global Retirement Partners
San Rafael,
California
|
$3K
|
–
|
–
|
–
|
|
|
60
|
Westchester Capital Management (New York)
Valhalla,
New York
|
–
|
-$4.01M
|
-281,037
|
Closed
|
|
|
61
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$2.07M
|
-145,061
|
Closed
|
|
|
62
|
|
–
|
-$1.34M
|
-93,769
|
Closed
|
|
|
63
|
KeyBank National Association
Cleveland,
Ohio
|
–
|
-$268K
|
-18,735
|
Closed
|
|
|
64
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$208K
|
-14,540
|
Closed
|
|
|
65
|
First Foundation Advisors
Irvine,
California
|
–
|
-$206K
|
-14,458
|
Closed
|
|
|
66
|
International Assets Investment Management
Orlando,
Florida
|
–
|
-$72K
|
-5,209
|
Closed
|
|
|
67
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$29K
|
-1,998
|
Closed
|
|
|
68
|
Valeo Financial Advisors
Carmel,
Indiana
|
–
|
-$21K
|
-1,500
|
Closed
|
|
|
69
|
Key Financial Inc
West Chester,
Pennsylvania
|
–
|
-$19K
|
-1,360
|
Closed
|
|
