|
201
|
Sandy Spring Bank
Olney,
Maryland
|
$39K
|
–
|
–
|
–
|
|
|
202
|
SEI Investments
Oaks,
Pennsylvania
|
$33K
|
-$6.26K
|
-128
|
-16%
|
|
|
203
|
Versant Capital Management
Phoenix,
Arizona
|
$29K
|
–
|
–
|
–
|
|
|
204
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$27K
|
–
|
–
|
–
|
|
|
205
|
WFG Advisors
Dallas,
Texas
|
$26K
|
+$4.94K
|
+101
|
+24%
|
|
|
206
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$20K
|
–
|
–
|
–
|
|
|
207
|
Clean Yield Group
Norwich,
Vermont
|
$20K
|
+$19.8K
|
+405
|
New
|
|
|
208
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$16K
|
–
|
–
|
–
|
|
|
209
|
City Holding Co
Charleston,
West Virginia
|
$12K
|
–
|
–
|
–
|
|
|
210
|
Grove Bank & Trust
Miami,
Florida
|
$12K
|
–
|
–
|
–
|
|
|
211
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$12K
|
+$12.2K
|
+250
|
New
|
|
|
212
|
Oakworth Capital
Birmingham,
Alabama
|
$10K
|
–
|
–
|
–
|
|
|
213
|
TCI Wealth Advisors
Tucson,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
214
|
Alpha Windward
Westwood,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
215
|
IFP Advisors
Tampa,
Florida
|
$8K
|
-$57.2K
|
-1,170
|
-88%
|
|
|
216
|
Evercore Wealth Management
New York
|
$8K
|
–
|
–
|
–
|
|
|
217
|
Private Ocean
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
218
|
WealthPLAN Partners
Omaha,
Nebraska
|
$6.28K
|
+$6.26K
|
+128
|
New
|
|
|
219
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$5K
|
–
|
–
|
–
|
|
|
220
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
221
|
INR Advisory Services
Media,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
222
|
Advisory Services Network
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
223
|
USA Financial Formulas
Ada,
Michigan
|
–
|
-$15.7M
|
-321,213
|
Closed
|
|
|
224
|
Crestwood Advisors Group
Boston,
Massachusetts
|
–
|
-$15M
|
-306,689
|
Closed
|
|
|
225
|
WealthSource Partners
San Luis Obispo,
California
|
–
|
-$7.71M
|
-157,997
|
Closed
|
|
