|
201
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$25K
|
-$7.88K
|
-300
|
-25%
|
|
|
202
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$25K
|
–
|
–
|
–
|
|
|
203
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$21K
|
-$6.96K
|
-265
|
-28%
|
|
|
204
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$15K
|
+$13.3K
|
+507
|
New
|
|
|
205
|
Fort LP
Chevy Chase,
Maryland
|
$14K
|
-$14.7K
|
-561
|
-54%
|
|
|
206
|
Advisornet Financial
Minnetonka,
Minnesota
|
$14K
|
+$13.1K
|
+500
|
New
|
|
|
207
|
Bremer Bank National Association
St Paul,
Minnesota
|
$11K
|
+$9.19K
|
+350
|
New
|
|
|
208
|
Gemmer Asset Management
Walnut Creek,
California
|
$7K
|
–
|
–
|
–
|
|
|
209
|
Moody National Bank Trust Division
Galveston,
Texas
|
$7K
|
+$6.51K
|
+248
|
New
|
|
|
210
|
Rockefeller Capital Management
New York
|
$6K
|
+$5.43K
|
+207
|
New
|
|
|
211
|
Reilly Financial Advisors
La Mesa,
California
|
$4K
|
-$6.56K
|
-250
|
-63%
|
|
|
212
|
Advisory Services Network
Atlanta,
Georgia
|
$4K
|
–
|
–
|
–
|
|
|
213
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
214
|
1 North Wealth Services
Annapolis,
Maryland
|
$3K
|
–
|
–
|
–
|
|
|
215
|
Valeo Financial Advisors
Carmel,
Indiana
|
$3K
|
+$131
|
+5
|
+5%
|
|
|
216
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$3K
|
+$1.78K
|
+68
|
+358%
|
|
|
217
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$3K
|
+$2.34K
|
+89
|
New
|
|
|
218
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3K
|
+$2.7K
|
+103
|
New
|
|
|
219
|
Versant Capital Management
Phoenix,
Arizona
|
$2K
|
-$1.39K
|
-53
|
-40%
|
|
|
220
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$2K
|
-$788
|
-30
|
-32%
|
|
|
221
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.13K
|
–
|
–
|
–
|
|
|
222
|
Kore Private Wealth
New York
|
$1K
|
–
|
–
|
–
|
|
|
223
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$604
|
+23
|
New
|
|
|
224
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$144
|
+$53
|
+2
|
+67%
|
|
|
225
|
Janus Henderson Group
London,
|
–
|
-$25.3M
|
-1,180,626
|
Closed
|
|
