|
201
|
First Personal Financial Services
Charlotte,
North Carolina
|
$28K
|
–
|
–
|
–
|
|
|
202
|
|
$25K
|
-$10.3K
|
-714
|
-29%
|
|
|
203
|
Cutler Group
San Francisco,
California
|
$16K
|
-$123K
|
-8,511
|
-88%
|
|
|
204
|
North Star Investment Management
Chicago,
Illinois
|
$15K
|
-$2.17K
|
-150
|
-13%
|
|
|
205
|
Sandy Spring Bank
Olney,
Maryland
|
$11K
|
–
|
–
|
–
|
|
|
206
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$9K
|
–
|
–
|
–
|
|
|
207
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$9K
|
+$9.94K
|
+687
|
New
|
|
|
208
|
Horrell Capital Management
Little Rock,
Arkansas
|
$7K
|
–
|
–
|
–
|
|
|
209
|
Barrett Asset Management
New York
|
$3K
|
–
|
–
|
–
|
|
|
210
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
211
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1K
|
–
|
–
|
–
|
|
|
212
|
Flow Traders U.S.
New York
|
$1K
|
+$607
|
+42
|
New
|
|
|
213
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
–
|
-$10.1M
|
-719,403
|
Closed
|
|
|
214
|
|
–
|
-$4.75M
|
-338,838
|
Closed
|
|
|
215
|
Frontier Wealth Management
Kansas City,
Missouri
|
–
|
-$1.64M
|
-117,024
|
Closed
|
|
|
216
|
Annex Advisory Services
Brookfield,
Wisconsin
|
–
|
-$466K
|
-33,306
|
Closed
|
|
|
217
|
Evensky & Katz
Coral Gables,
Florida
|
–
|
-$402K
|
-28,752
|
Closed
|
|
|
218
|
Pinnacle Advisory Group
Columbia,
Maryland
|
–
|
-$361K
|
-25,833
|
Closed
|
|
|
219
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
–
|
-$326K
|
-23,277
|
Closed
|
|
|
220
|
Howe & Rusling
Rochester,
New York
|
–
|
-$126K
|
-9,000
|
Closed
|
|
|
221
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$7K
|
-531
|
Closed
|
|
|
222
|
Carroll Financial Associates
Charlotte,
North Carolina
|
–
|
-$3K
|
-258
|
Closed
|
|
