|
51
|
Global Endowment Management
Charlotte,
North Carolina
|
$190K
|
+$18.7K
|
+1,040
|
+10%
|
|
|
52
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$144K
|
–
|
–
|
–
|
|
|
53
|
Centaurus Financial
Anaheim,
California
|
$85K
|
+$93.7K
|
+5,200
|
New
|
|
|
54
|
Fiduciary Group
Savannah,
Georgia
|
$37K
|
–
|
–
|
–
|
|
|
55
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$34K
|
–
|
–
|
–
|
|
|
56
|
Advisor Group
Phoenix,
Arizona
|
$33K
|
–
|
–
|
–
|
|
|
57
|
Highlander Capital Management
Short Hills,
New Jersey
|
$33K
|
–
|
–
|
–
|
|
|
58
|
Sandy Spring Bank
Olney,
Maryland
|
$33K
|
+$36K
|
+2,000
|
New
|
|
|
59
|
Brown Brothers Harriman & Co
New York
|
$23K
|
+$7.7K
|
+427
|
+43%
|
|
|
60
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$16K
|
+$18K
|
+1,000
|
New
|
|
|
61
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$13K
|
–
|
–
|
–
|
|
|
62
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$11K
|
–
|
–
|
–
|
|
|
63
|
Parallel Advisors
San Francisco,
California
|
$9K
|
–
|
–
|
–
|
|
|
64
|
Bruderman Asset Management
Locust Valley,
New York
|
$8K
|
+$9.01K
|
+500
|
New
|
|
|
65
|
Red Cedar Capital
Omaha,
Nebraska
|
$7K
|
–
|
–
|
–
|
|
|
66
|
SignatureFD
Atlanta,
Georgia
|
$5K
|
–
|
–
|
–
|
|
|
67
|
IFP Advisors
Tampa,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
68
|
Carlson Capital
Dallas,
Texas
|
–
|
-$5.58M
|
-307,000
|
Closed
|
|
|
69
|
Homrich & Berg
Atlanta,
Georgia
|
–
|
-$727K
|
-40,000
|
Closed
|
|
|
70
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$490K
|
-26,975
|
Closed
|
|
|
71
|
Brave Asset Management
Summit,
New Jersey
|
–
|
-$240K
|
-13,218
|
Closed
|
|
|
72
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$189K
|
-10,400
|
Closed
|
|
|
73
|
Steamboat Capital Partners
Rye,
New York
|
–
|
-$151K
|
-8,297
|
Closed
|
|
|
74
|
William Blair & Company
Chicago,
Illinois
|
–
|
-$27K
|
-1,500
|
Closed
|
|
