|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$60K
|
–
|
–
|
–
|
|
|
52
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$50K
|
–
|
–
|
–
|
|
|
53
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$45K
|
–
|
–
|
–
|
|
|
54
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$25K
|
+$2.06K
|
+150
|
+9%
|
|
|
55
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$21K
|
–
|
–
|
–
|
|
|
56
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$13.5K
|
–
|
–
|
–
|
|
|
57
|
Bartlett & Co
Cincinnati,
Ohio
|
$13K
|
–
|
–
|
–
|
|
|
58
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$12.9K
|
+$13.2K
|
+959
|
New
|
|
|
59
|
|
$7K
|
–
|
–
|
–
|
|
|
60
|
Security National Trust
Wheeling,
West Virginia
|
$4K
|
–
|
–
|
–
|
|
|
61
|
Panagora Asset Management
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
62
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3K
|
+$3.36K
|
+244
|
New
|
|
|
63
|
Cordasco Financial Network
Naples,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
64
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
65
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
66
|
|
–
|
-$3.08M
|
-227,098
|
Closed
|
|
|
67
|
Cetera Advisors
Denver,
Colorado
|
–
|
-$311K
|
-22,922
|
Closed
|
|
|
68
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$272K
|
-20,056
|
Closed
|
|
|
69
|
|
–
|
-$206K
|
-15,190
|
Closed
|
|
|
70
|
Edge Wealth Management
New York
|
–
|
-$41K
|
-3,000
|
Closed
|
|
|
71
|
Cullen/Frost Bankers
San Antonio,
Texas
|
–
|
-$28K
|
-2,059
|
Closed
|
|
