|
51
|
IFP Advisors
Tampa,
Florida
|
$79K
|
+$78.1K
|
+5,208
|
New
|
|
|
52
|
Sandy Spring Bank
Olney,
Maryland
|
$76K
|
–
|
–
|
–
|
|
|
53
|
|
$66K
|
–
|
–
|
–
|
|
|
54
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$65K
|
–
|
–
|
–
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$52K
|
-$12.8K
|
-850
|
-20%
|
|
|
56
|
City Holding Co
Charleston,
West Virginia
|
$46K
|
–
|
–
|
–
|
|
|
57
|
SEI Investments
Oaks,
Pennsylvania
|
$38K
|
+$37.5K
|
+2,500
|
New
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$33K
|
+$22.5K
|
+1,500
|
+207%
|
|
|
59
|
First Interstate Bank
Billings,
Montana
|
$26K
|
–
|
–
|
–
|
|
|
60
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$20K
|
–
|
–
|
–
|
|
|
61
|
Avior Wealth Management
Omaha,
Nebraska
|
$15K
|
–
|
–
|
–
|
|
|
62
|
D.A. Davidson & Co
Great Falls,
Montana
|
$14K
|
–
|
–
|
–
|
|
|
63
|
|
$12K
|
+$12K
|
+800
|
New
|
|
|
64
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$9K
|
–
|
–
|
–
|
|
|
65
|
Advisory Services Network
Atlanta,
Georgia
|
$9K
|
+$9K
|
+600
|
New
|
|
|
66
|
Penserra Capital Management
Orinda,
California
|
$6K
|
–
|
–
|
–
|
|
|
67
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.57K
|
+$5.47K
|
+365
|
New
|
|
|
68
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
69
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
70
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3K
|
+$3K
|
+200
|
New
|
|
|
71
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2K
|
+$2.25K
|
+150
|
New
|
|
|
72
|
AQR Arbitrage
Greenwich,
Connecticut
|
–
|
-$1.08M
|
-73,134
|
Closed
|
|
|
73
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$809K
|
-54,742
|
Closed
|
|
|
74
|
Financial & Investment Management Group
Traverse City,
Michigan
|
–
|
-$515K
|
-34,875
|
Closed
|
|
|
75
|
American International Group
New York
|
–
|
-$302K
|
-20,431
|
Closed
|
|
