|
176
|
Bessemer Group
Woodbridge,
New Jersey
|
$18K
|
–
|
–
|
–
|
|
|
177
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$16K
|
+$16.4K
|
+4,400
|
New
|
|
|
178
|
Antonetti Capital Management
Naples,
Florida
|
$15K
|
+$14.9K
|
+4,000
|
New
|
|
|
179
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14K
|
–
|
–
|
–
|
|
|
180
|
Kelly Financial Services
Braintree,
Massachusetts
|
$12.4K
|
-$38.6K
|
-10,361
|
-75%
|
|
|
181
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$10K
|
–
|
–
|
–
|
|
|
182
|
Clean Yield Group
Norwich,
Vermont
|
$9K
|
–
|
–
|
–
|
|
|
183
|
Moser Wealth Advisors
Bellevue,
Washington
|
$9K
|
–
|
–
|
–
|
|
|
184
|
SignatureFD
Atlanta,
Georgia
|
$7K
|
+$3K
|
+807
|
+68%
|
|
|
185
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
186
|
Eaton Vance Management
Boston,
Massachusetts
|
$4K
|
-$2.5K
|
-673
|
-36%
|
|
|
187
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
188
|
Lindbrook Capital
Calabasas,
California
|
$4K
|
–
|
–
|
–
|
|
|
189
|
|
$3K
|
–
|
–
|
–
|
|
|
190
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
191
|
TCI Wealth Advisors
Tucson,
Arizona
|
$3K
|
+$3.13K
|
+840
|
New
|
|
|
192
|
Montag & Associates
Atlanta,
Georgia
|
$2K
|
–
|
–
|
–
|
|
|
193
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$2K
|
–
|
–
|
–
|
|
|
194
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$2K
|
+$1.86K
|
+500
|
New
|
|
|
195
|
Firestone Capital Management
Coral Gables,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
196
|
IFP Advisors
Tampa,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
197
|
Parallel Advisors
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
198
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
199
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$81
|
–
|
–
|
–
|
|
|
200
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$4.1M
|
-1,013,011
|
Closed
|
|
