|
401
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$25K
|
–
|
–
|
–
|
|
|
402
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$24K
|
–
|
–
|
–
|
|
|
403
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$22K
|
–
|
–
|
–
|
|
|
404
|
First Horizon Advisors
Memphis,
Tennessee
|
$21K
|
–
|
–
|
–
|
|
|
405
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
406
|
VanEck Associates
New York
|
$21K
|
+$20.5K
|
+505
|
New
|
|
|
407
|
Wealthcare Capital Management
Richmond,
Virginia
|
$20K
|
–
|
–
|
–
|
|
|
408
|
JBF Capital
Aspen,
Colorado
|
$18K
|
–
|
–
|
–
|
|
|
409
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$16K
|
+$15.6K
|
+384
|
New
|
|
|
410
|
American Research & Management Company
Marion,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
411
|
Optimum Investment Advisors
Chicago,
Illinois
|
$11K
|
–
|
–
|
–
|
|
|
412
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$10K
|
+$10.1K
|
+250
|
New
|
|
|
413
|
Oakworth Capital
Birmingham,
Alabama
|
$7K
|
+$6.89K
|
+170
|
New
|
|
|
414
|
INR Advisory Services
Media,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
415
|
Horrell Capital Management
Little Rock,
Arkansas
|
$4K
|
–
|
–
|
–
|
|
|
416
|
Pathstone Family Office
Englewood,
New Jersey
|
$4K
|
–
|
–
|
–
|
|
|
417
|
Thompson Davis & Co
Richmond,
Virginia
|
$4K
|
+$3.41K
|
+84
|
New
|
|
|
418
|
Torch Wealth Management
Cincinnati,
Ohio
|
$4K
|
+$3.57K
|
+88
|
New
|
|
|
419
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$3K
|
–
|
–
|
–
|
|
|
420
|
Northwestern Mutual Life Insurance Company
Milwaukee,
Wisconsin
|
–
|
-$26.1M
|
-659,634
|
Closed
|
|
|
421
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$8.49M
|
-214,636
|
Closed
|
|
|
422
|
OTA Financial Group
Purchase,
New York
|
–
|
-$858K
|
-21,681
|
Closed
|
|
|
423
|
National Penn Investors Trust
Wyomissing,
Pennsylvania
|
–
|
-$211K
|
-5,342
|
Closed
|
|
|
424
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$112K
|
-2,832
|
Closed
|
|
|
425
|
Rockefeller Financial Services
New York
|
–
|
-$25K
|
-630
|
Closed
|
|
