|
101
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$68K
|
–
|
–
|
–
|
|
|
102
|
Chevy Chase Trust
Bethesda,
Maryland
|
$40K
|
+$44.8K
|
+704
|
New
|
|
|
103
|
Global Retirement Partners
San Rafael,
California
|
$31K
|
–
|
–
|
–
|
|
|
104
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$28K
|
–
|
–
|
–
|
|
|
105
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$23K
|
–
|
–
|
–
|
|
|
106
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$21K
|
–
|
–
|
–
|
|
|
107
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$17K
|
–
|
–
|
–
|
|
|
108
|
Next Capital Management
New York
|
$15K
|
+$17.2K
|
+270
|
New
|
|
|
109
|
MCF Advisors
Covington,
Kentucky
|
$14K
|
-$6.37K
|
-100
|
-29%
|
|
|
110
|
Fidelity Investments
Boston,
Massachusetts
|
$12K
|
+$13K
|
+204
|
New
|
|
|
111
|
|
$9K
|
+$64
|
+1
|
+0.6%
|
|
|
112
|
Executive Wealth Management
Brighton,
Michigan
|
$9K
|
+$8.15K
|
+128
|
New
|
|
|
113
|
AGF Investments LLC
Toronto,
Ontario, Canada
|
$7K
|
-$13.9K
|
-218
|
-65%
|
|
|
114
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$6K
|
–
|
–
|
–
|
|
|
115
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
116
|
TrueWealth LLC
Atlanta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
117
|
Liberty Wealth Management
Oakland,
California
|
$5K
|
+$6.37K
|
+100
|
New
|
|
|
118
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$4K
|
-$2.8K
|
-44
|
-36%
|
|
|
119
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$2K
|
–
|
–
|
–
|
|
|
120
|
Asset Dedication LLC
San Francisco,
California
|
$1K
|
–
|
–
|
–
|
|
|
121
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1K
|
–
|
–
|
–
|
|
|
122
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
–
|
-$12.3M
|
-179,668
|
Closed
|
|
|
123
|
G&S Capital
Denver,
Colorado
|
–
|
-$6.82M
|
-99,401
|
Closed
|
|
|
124
|
Cumberland Advisors
Sarasota,
Florida
|
–
|
-$3.11M
|
-45,340
|
Closed
|
|
|
125
|
Davenport & Co
Richmond,
Virginia
|
–
|
-$713K
|
-10,386
|
Closed
|
|
