|
51
|
Verus Financial Partners
Richmond,
Virginia
|
$399K
|
–
|
–
|
–
|
|
|
52
|
South Texas Money Management
San Antonio,
Texas
|
$372K
|
+$369K
|
+7,244
|
New
|
|
|
53
|
Mosaic Financial Partners
San Francisco,
California
|
$335K
|
–
|
–
|
–
|
|
|
54
|
Cerity Partners OCIO
New York
|
$307K
|
+$305K
|
+5,976
|
New
|
|
|
55
|
Tradewinds Capital Management
Bellingham,
Washington
|
$306K
|
+$151K
|
+2,955
|
+99%
|
|
|
56
|
Stratford Consulting
Addison,
Texas
|
$276K
|
-$235K
|
-4,620
|
-46%
|
|
|
57
|
Founders Financial Securities
Towson,
Maryland
|
$253K
|
-$27.6K
|
-541
|
-10%
|
|
|
58
|
Horizon Investments
Charlotte,
North Carolina
|
$252K
|
-$40.2K
|
-789
|
-14%
|
|
|
59
|
Choreo LLC
Rockford,
Illinois
|
$227K
|
+$225K
|
+4,412
|
New
|
|
|
60
|
North Star Investment Management
Chicago,
Illinois
|
$153K
|
+$204
|
+4
|
+0.1%
|
|
|
61
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$118K
|
–
|
–
|
–
|
|
|
62
|
QS Legg Mason Global Asset Allocation
New York
|
$51K
|
+$408
|
+8
|
+0.8%
|
|
|
63
|
|
$45K
|
+$27.9K
|
+548
|
+170%
|
|
|
64
|
Private Trust Company
Cleveland,
Ohio
|
$30K
|
+$102
|
+2
|
+0.3%
|
|
|
65
|
New England Securities
New York
|
$29K
|
-$5.1K
|
-100
|
-15%
|
|
|
66
|
MSI Financial Services
Springfield,
Massachusetts
|
$17K
|
–
|
–
|
–
|
|
|
67
|
Colony Group
Boston,
Massachusetts
|
$16K
|
-$153
|
-3
|
-0.9%
|
|
|
68
|
Gradient Investments
Arden Hills,
Minnesota
|
$12K
|
+$11.8K
|
+232
|
New
|
|
|
69
|
American International Group
New York
|
$8.38K
|
+$7.54K
|
+148
|
+987%
|
|
|
70
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.14K
|
+$5.1K
|
+100
|
New
|
|
|
71
|
VSR Financial Services
Overland Park,
Kansas
|
–
|
-$554K
|
-10,949
|
Closed
|
|
|
72
|
Fagan Associates
Troy,
New York
|
–
|
-$459K
|
-9,056
|
Closed
|
|
|
73
|
Howe & Rusling
Rochester,
New York
|
–
|
-$15K
|
-300
|
Closed
|
|
