|
51
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$26K
|
+$25.3K
|
+1,620
|
New
|
|
|
52
|
North Star Investment Management
Chicago,
Illinois
|
$24K
|
–
|
–
|
–
|
|
|
53
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$17K
|
–
|
–
|
–
|
|
|
54
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$16K
|
+$750
|
+48
|
+5%
|
|
|
55
|
Penserra Capital Management
Orinda,
California
|
$15K
|
+$5.18K
|
+332
|
+53%
|
|
|
56
|
First Interstate Bank
Billings,
Montana
|
$10K
|
–
|
–
|
–
|
|
|
57
|
|
$10K
|
+$9.37K
|
+600
|
New
|
|
|
58
|
Glassman Wealth Services
Vienna,
Virginia
|
$10K
|
+$9.74K
|
+624
|
New
|
|
|
59
|
West Oak Capital
Westlake Village,
California
|
$6.39K
|
+$6.25K
|
+400
|
New
|
|
|
60
|
Parallel Advisors
San Francisco,
California
|
$5K
|
+$4.68K
|
+300
|
New
|
|
|
61
|
|
–
|
-$210K
|
-14,200
|
Closed
|
|
|
62
|
Suntrust Banks
Atlanta,
Georgia
|
–
|
-$166K
|
-11,270
|
Closed
|
|
|
63
|
Bank of New York Mellon
New York
|
–
|
-$152K
|
-10,298
|
Closed
|
|
|
64
|
Bruderman Asset Management
Locust Valley,
New York
|
–
|
-$24K
|
-1,590
|
Closed
|
|
|
65
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
–
|
-$19K
|
-1,314
|
Closed
|
|
|
66
|
TCI Wealth Advisors
Tucson,
Arizona
|
–
|
-$2K
|
-165
|
Closed
|
|
