|
101
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$43K
|
–
|
–
|
–
|
|
|
102
|
People's United Financial
Bridgeport,
Connecticut
|
$43K
|
–
|
–
|
–
|
|
|
103
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$33K
|
–
|
–
|
–
|
|
|
104
|
D.A. Davidson & Co
Great Falls,
Montana
|
$28K
|
–
|
–
|
–
|
|
|
105
|
WhitTier Trust Company
Reno,
Nevada
|
$27K
|
–
|
–
|
–
|
|
|
106
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$25K
|
+$24.9K
|
+1,767
|
New
|
|
|
107
|
Citizens Financial Group
Providence,
Rhode Island
|
$22K
|
+$10.6K
|
+754
|
New
|
|
|
108
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$18K
|
-$10.8K
|
-766
|
-38%
|
|
|
109
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$18K
|
+$17.5K
|
+1,245
|
New
|
|
|
110
|
Sandy Spring Bank
Olney,
Maryland
|
$15K
|
-$4.92K
|
-350
|
-25%
|
|
|
111
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$15K
|
–
|
–
|
–
|
|
|
112
|
First City Capital Management
Savannah,
Georgia
|
$14.3K
|
–
|
–
|
–
|
|
|
113
|
Washington Trust Bank
Spokane,
Washington
|
$14K
|
–
|
–
|
–
|
|
|
114
|
Klingman & Associates
New York
|
$12K
|
+$11.9K
|
+847
|
New
|
|
|
115
|
Archford Capital Strategies
Swansea,
Illinois
|
$11K
|
+$9.85K
|
+700
|
New
|
|
|
116
|
Edge Wealth Management
New York
|
$9K
|
–
|
–
|
–
|
|
|
117
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
118
|
Integrated Wealth Counsel
Carmel,
California
|
$3K
|
–
|
–
|
–
|
|
|
119
|
Northern Trust
Chicago,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
120
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
–
|
-$1.91M
|
-135,220
|
Closed
|
|
|
121
|
Liberty Street Advisors
New York
|
–
|
-$1.12M
|
-79,631
|
Closed
|
|
|
122
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$991K
|
-70,299
|
Closed
|
|
|
123
|
Kempner Capital Management
Galveston,
Texas
|
–
|
-$282K
|
-20,000
|
Closed
|
|
|
124
|
HL Financial Services
Louisville,
Kentucky
|
–
|
-$222K
|
-15,730
|
Closed
|
|
|
125
|
Gupta Wealth Management
San Diego,
California
|
–
|
-$192K
|
-13,618
|
Closed
|
|
