|
101
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$27K
|
+$26.7K
|
+500
|
New
|
|
|
102
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$25K
|
–
|
–
|
–
|
|
|
103
|
Barnett & Company
Chattanooga,
Tennessee
|
$22K
|
–
|
–
|
–
|
|
|
104
|
YorkBridge Wealth Partners
New York
|
$22K
|
+$21.3K
|
+400
|
New
|
|
|
105
|
|
$17K
|
-$2.99K
|
-56
|
-15%
|
|
|
106
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$17K
|
+$16.4K
|
+308
|
New
|
|
|
107
|
Central Trust Company
Jefferson City,
Missouri
|
$16K
|
+$15.4K
|
+288
|
New
|
|
|
108
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$13K
|
–
|
–
|
–
|
|
|
109
|
ArchPoint Investors
Coral Gables,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
110
|
BB&T Investment Services
Charlotte,
North Carolina
|
$11K
|
+$10.9K
|
+204
|
New
|
|
|
111
|
People's United Financial
Bridgeport,
Connecticut
|
$10K
|
–
|
–
|
–
|
|
|
112
|
Synovus Financial
Columbus,
Georgia
|
$10K
|
+$9.82K
|
+184
|
New
|
|
|
113
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10K
|
+$10K
|
+188
|
New
|
|
|
114
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$8.65K
|
+$8.54K
|
+160
|
New
|
|
|
115
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8K
|
+$8.54K
|
+160
|
New
|
|
|
116
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$6K
|
-$1.07K
|
-20
|
-16%
|
|
|
117
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
118
|
Ballentine Partners
Waltham,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
119
|
Transform Wealth
Greenwood Village,
Colorado
|
–
|
-$3.34M
|
-62,768
|
Closed
|
|
|
120
|
Pinnacle Family Advisors
Springfield,
Missouri
|
–
|
-$1.55M
|
-29,220
|
Closed
|
|
|
121
|
ProVise Management Group
Clearwater,
Florida
|
–
|
-$1.05M
|
-19,740
|
Closed
|
|
|
122
|
L.J. Altfest & Co
New York
|
–
|
-$394K
|
-7,408
|
Closed
|
|
|
123
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
–
|
-$240K
|
-4,504
|
Closed
|
|
|
124
|
SG Americas Securities
New York
|
–
|
-$162K
|
-3,048
|
Closed
|
|
|
125
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$38K
|
-720
|
Closed
|
|
