|
126
|
Joel Isaacson & Co
New York
|
$14K
|
–
|
–
|
–
|
|
|
127
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$10K
|
+$1.13K
|
+12
|
+14%
|
|
|
128
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$9.21K
|
+$8.66K
|
+92
|
New
|
|
|
129
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$9K
|
–
|
–
|
–
|
|
|
130
|
Evercore Wealth Management
New York
|
$8K
|
–
|
–
|
–
|
|
|
131
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$7K
|
-$66K
|
-701
|
-91%
|
|
|
132
|
|
$7K
|
–
|
–
|
–
|
|
|
133
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$6K
|
–
|
–
|
–
|
|
|
134
|
Apriem Advisors
Irvine,
California
|
$5K
|
-$2.07K
|
-22
|
-31%
|
|
|
135
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$5K
|
–
|
–
|
–
|
|
|
136
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
137
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
138
|
Steward Partners Investment Advisory
New York
|
$5K
|
+$5.37K
|
+57
|
New
|
|
|
139
|
Cribstone Capital Management
Augusta,
Maine
|
$4K
|
–
|
–
|
–
|
|
|
140
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$3K
|
–
|
–
|
–
|
|
|
141
|
Pacific Center for Financial Services
San Ramon,
California
|
$3K
|
+$2.92K
|
+31
|
New
|
|
|
142
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
143
|
BlackRock Investment Management
Wilmington,
Delaware
|
$2K
|
+$188
|
+2
|
+13%
|
|
|
144
|
BB&T Investment Services
Charlotte,
North Carolina
|
$2K
|
+$1.6K
|
+17
|
New
|
|
|
145
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$2K
|
+$1.6K
|
+17
|
New
|
|
|
146
|
Allworth Financial
Folsom,
California
|
$1K
|
–
|
–
|
–
|
|
|
147
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
148
|
Creative Financial Designs
Kokomo,
Indiana
|
$1K
|
+$471
|
+5
|
New
|
|
|
149
|
Royal Fund Management
Lady Lake,
Florida
|
$1K
|
+$1.7K
|
+18
|
New
|
|
|
150
|
Berkeley Capital Partners
Milton,
Georgia
|
–
|
-$6.03M
|
-63,849
|
Closed
|
|
