|
51
|
Choate Investment Advisors
Boston,
Massachusetts
|
$219K
|
–
|
–
|
–
|
|
|
52
|
US Bancorp
Minneapolis,
Minnesota
|
$211K
|
+$103K
|
+2,471
|
+99%
|
|
|
53
|
Darrell & King
Charlottesville,
Virginia
|
$202K
|
+$198K
|
+4,762
|
New
|
|
|
54
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$175K
|
–
|
–
|
–
|
|
|
55
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$156K
|
–
|
–
|
–
|
|
|
56
|
Wells Fargo
San Francisco,
California
|
$121K
|
-$34.1K
|
-823
|
-22%
|
|
|
57
|
Catamount Wealth Management
Westport,
Connecticut
|
$53K
|
–
|
–
|
–
|
|
|
58
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$49K
|
-$3.32K
|
-80
|
-6%
|
|
|
59
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$40K
|
–
|
–
|
–
|
|
|
60
|
Hudock Inc
Williamsport,
Pennsylvania
|
$30K
|
–
|
–
|
–
|
|
|
61
|
SEI Investments
Oaks,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
62
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24K
|
+$22.4K
|
+540
|
New
|
|
|
63
|
BOK Financial
Tulsa,
Oklahoma
|
$22K
|
+$21.8K
|
+525
|
New
|
|
|
64
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$21K
|
-$23.6K
|
-569
|
-53%
|
|
|
65
|
|
$20K
|
+$20.1K
|
+484
|
New
|
|
|
66
|
IFP Advisors
Tampa,
Florida
|
$16K
|
-$21.6K
|
-521
|
-58%
|
|
|
67
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$16K
|
-$16.6K
|
-400
|
-51%
|
|
|
68
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$15K
|
–
|
–
|
–
|
|
|
69
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12K
|
-$199K
|
-4,800
|
-94%
|
|
|
70
|
Geneos Wealth Management
Englewood,
Colorado
|
$11K
|
-$1.91K
|
-46
|
-15%
|
|
|
71
|
Simon Quick Advisors
Morristown,
New Jersey
|
$10K
|
+$9.59K
|
+231
|
New
|
|
|
72
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$6.37K
|
–
|
–
|
–
|
|
|
73
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$5K
|
+$4.61K
|
+111
|
New
|
|
|
74
|
Barclays
London,
United Kingdom
|
$4K
|
–
|
–
|
–
|
|
|
75
|
|
–
|
-$10.9M
|
-264,150
|
Closed
|
|
