|
51
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$241K
|
–
|
–
|
–
|
|
|
52
|
Baystate Wealth Management
Boston,
Massachusetts
|
$230K
|
–
|
–
|
–
|
|
|
53
|
|
$200K
|
+$202K
|
+5,895
|
New
|
|
|
54
|
|
$191K
|
-$40.2K
|
-1,173
|
-17%
|
|
|
55
|
Strategic Capital Alternatives
Gig Harbor,
United States
|
$168K
|
+$170K
|
+4,948
|
New
|
|
|
56
|
MSI Financial Services
Springfield,
Massachusetts
|
$126K
|
-$3.84K
|
-112
|
-3%
|
|
|
57
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$105K
|
+$106K
|
+3,091
|
New
|
|
|
58
|
Community Financial Services Group
Newport,
Vermont
|
$57K
|
–
|
–
|
–
|
|
|
59
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$49.3K
|
+$49.7K
|
+1,450
|
New
|
|
|
60
|
FMA Advisory
Harrisburg,
Pennsylvania
|
$48K
|
+$48.9K
|
+1,425
|
New
|
|
|
61
|
Community Bank
Dewitt,
New York
|
$34K
|
-$17.1K
|
-500
|
-33%
|
|
|
62
|
WFG Advisors
Dallas,
Texas
|
$11K
|
+$11.5K
|
+336
|
New
|
|
|
63
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$8K
|
–
|
–
|
–
|
|
|
64
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
65
|
Northern Trust
Chicago,
Illinois
|
$4K
|
-$6.86K
|
-200
|
-2%
|
|
|
66
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
67
|
WhitTier Trust Company
Reno,
Nevada
|
$1K
|
–
|
–
|
–
|
|
|
68
|
|
–
|
-$1.21M
|
-35,053
|
Closed
|
|
|
69
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
–
|
-$233K
|
-6,745
|
Closed
|
|
|
70
|
IFC Holdings
Tampa,
Florida
|
–
|
-$206K
|
-5,941
|
Closed
|
|
|
71
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
–
|
-$148K
|
-4,277
|
Closed
|
|
|
72
|
Tortoise Investment Management
White Plains,
New York
|
–
|
-$62K
|
-1,800
|
Closed
|
|
|
73
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
–
|
-$15K
|
-440
|
Closed
|
|
|
74
|
Wealthfront
Palo Alto,
California
|
–
|
+$69
|
+2
|
New
|
|
