|
301
|
Howe & Rusling
Rochester,
New York
|
$35K
|
+$35.3K
|
+400
|
New
|
|
|
302
|
Reilly Financial Advisors
La Mesa,
California
|
$33K
|
+$32.5K
|
+368
|
New
|
|
|
303
|
SignatureFD
Atlanta,
Georgia
|
$29K
|
+$28.8K
|
+327
|
New
|
|
|
304
|
Financial Management Professionals
Austin,
Texas
|
$26K
|
–
|
–
|
–
|
|
|
305
|
Compass Efficient Model Portfolios
Brentwood,
Tennessee
|
$24K
|
-$31.4K
|
-356
|
-57%
|
|
|
306
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$21K
|
+$17.6K
|
+200
|
+455%
|
|
|
307
|
Lehman Financial Resources
Media,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
308
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$19K
|
+$7.94K
|
+90
|
+73%
|
|
|
309
|
BlackRock Investment Management
Wilmington,
Delaware
|
$18K
|
-$5.48M
|
-62,145
|
-100%
|
|
|
310
|
Bessemer Group
Woodbridge,
New Jersey
|
$18K
|
–
|
–
|
–
|
|
|
311
|
Lenox Wealth Advisors
New York
|
$17K
|
+$17.4K
|
+197
|
New
|
|
|
312
|
Institute for Wealth Management
Denver,
Colorado
|
$14K
|
-$22.2K
|
-252
|
-61%
|
|
|
313
|
Gradient Investments
Arden Hills,
Minnesota
|
$14K
|
+$13.8K
|
+156
|
New
|
|
|
314
|
ETrade Capital Management
Arlington,
Virginia
|
$13K
|
+$12.9K
|
+146
|
New
|
|
|
315
|
Cowen Prime Advisors
New York
|
$11K
|
+$10.6K
|
+120
|
New
|
|
|
316
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$11K
|
+$10.6K
|
+120
|
New
|
|
|
317
|
Apriem Advisors
Irvine,
California
|
$9K
|
+$441
|
+5
|
+5%
|
|
|
318
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
319
|
Pathstone Family Office
Englewood,
New Jersey
|
$5K
|
–
|
–
|
–
|
|
|
320
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$4K
|
–
|
–
|
–
|
|
|
321
|
Essex Financial Services
Essex,
Connecticut
|
$919
|
-$107K
|
-1,217
|
-10%
|
|
|
322
|
Archer Capital Management
New York
|
–
|
-$23.8M
|
-266,231
|
Closed
|
|
|
323
|
FBR & Co
Arlington,
Virginia
|
–
|
-$5.12M
|
-58,865
|
Closed
|
|
|
324
|
|
–
|
-$4.84M
|
-54,209
|
Closed
|
|
|
325
|
Natixis Advisors
Boston,
Massachusetts
|
–
|
-$2.68M
|
-30,038
|
Closed
|
|
