|
51
|
WMS Partners
Towson,
Maryland
|
$346K
|
–
|
–
|
–
|
|
|
52
|
Private Advisor Group
Morristown,
New Jersey
|
$300K
|
+$305K
|
+12,007
|
New
|
|
|
53
|
Segment Wealth Management
Houston,
Texas
|
$278K
|
-$25.4K
|
-1,000
|
-8%
|
|
|
54
|
Parasol Investment Management
Westmont,
Illinois
|
$272K
|
-$41.7K
|
-1,640
|
-13%
|
|
|
55
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$245K
|
+$213K
|
+8,380
|
+570%
|
|
|
56
|
Credit Suisse
Zurich,
Switzerland
|
$239K
|
+$24.6K
|
+966
|
+11%
|
|
|
57
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$226K
|
+$231K
|
+9,069
|
New
|
|
|
58
|
Cetera Advisor Networks
El Segundo,
California
|
$223K
|
+$227K
|
+8,933
|
New
|
|
|
59
|
Investment Centers of America
Bismarck,
North Dakota
|
$217K
|
-$20.4K
|
-800
|
-8%
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$174K
|
-$11.1K
|
-435
|
-6%
|
|
|
61
|
Alexandria Capital
Arlington,
Virginia
|
$163K
|
–
|
–
|
–
|
|
|
62
|
MSI Financial Services
Springfield,
Massachusetts
|
$140K
|
+$140K
|
+5,512
|
+5,512%
|
|
|
63
|
Community Bank
Dewitt,
New York
|
$130K
|
+$38.2K
|
+1,500
|
+40%
|
|
|
64
|
Next Financial Group
Houston,
Texas
|
$78K
|
–
|
–
|
–
|
|
|
65
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$25K
|
–
|
–
|
–
|
|
|
66
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$20K
|
–
|
–
|
–
|
|
|
67
|
Wealthcare Capital Management
Richmond,
Virginia
|
$20K
|
–
|
–
|
–
|
|
|
68
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12K
|
–
|
–
|
–
|
|
|
69
|
|
$6K
|
–
|
–
|
–
|
|
|
70
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$4.45M
|
-175,504
|
Closed
|
|
|
71
|
Ashfield Capital Partners
San Francisco,
California
|
–
|
-$1.55M
|
-60,974
|
Closed
|
|
|
72
|
Verity Asset Management
Durham,
North Carolina
|
–
|
-$833K
|
-32,805
|
Closed
|
|
|
73
|
Yorktown Management & Research Company
Forest,
Virginia
|
–
|
-$274K
|
-10,800
|
Closed
|
|
|
74
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$42K
|
-1,650
|
Closed
|
|
|
75
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$34K
|
-1,324
|
Closed
|
|
