|
101
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$50K
|
–
|
–
|
–
|
|
|
102
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
103
|
City Holding Co
Charleston,
West Virginia
|
$38K
|
–
|
–
|
–
|
|
|
104
|
Sandy Spring Bank
Olney,
Maryland
|
$33K
|
–
|
–
|
–
|
|
|
105
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$25K
|
–
|
–
|
–
|
|
|
106
|
Evercore Wealth Management
New York
|
$23K
|
–
|
–
|
–
|
|
|
107
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$22K
|
–
|
–
|
–
|
|
|
108
|
IHT Wealth Management
Chicago,
Illinois
|
$22K
|
–
|
–
|
–
|
|
|
109
|
Spectrum Management Group
Indianapolis,
Indiana
|
$22K
|
–
|
–
|
–
|
|
|
110
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$21K
|
+$14.3K
|
+941
|
+203%
|
|
|
111
|
Bartlett & Co
Cincinnati,
Ohio
|
$17K
|
–
|
–
|
–
|
|
|
112
|
Global Retirement Partners
San Rafael,
California
|
$17K
|
+$16.9K
|
+1,111
|
New
|
|
|
113
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$15K
|
–
|
–
|
–
|
|
|
114
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$15K
|
+$15.2K
|
+1,000
|
New
|
|
|
115
|
First Financial Corp
Terre Haute,
Indiana
|
$14K
|
–
|
–
|
–
|
|
|
116
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$13K
|
–
|
–
|
–
|
|
|
117
|
Advisory Services Network
Atlanta,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
118
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$11K
|
–
|
–
|
–
|
|
|
119
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
120
|
Northern Trust
Chicago,
Illinois
|
$10K
|
+$129K
|
+8,504
|
+14%
|
|
|
121
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
122
|
Royal Fund Management
Lady Lake,
Florida
|
$9K
|
–
|
–
|
–
|
|
|
123
|
Winfield Associates
Cleveland,
Ohio
|
$5K
|
–
|
–
|
–
|
|
|
124
|
ClearBridge Investments
New York
|
$1K
|
+$517
|
+34
|
New
|
|
|
125
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
–
|
-$714K
|
-47,829
|
Closed
|
|
