|
26
|
Stifel Financial
St. Louis,
Missouri
|
$363K
|
+$124K
|
+4,564
|
+50%
|
|
|
27
|
LPL Financial
San Diego,
California
|
$340K
|
+$45K
|
+1,662
|
+15%
|
|
|
28
|
BCWM LLC
Overland Park,
Kansas
|
$331K
|
-$22.3K
|
-824
|
-6%
|
|
|
29
|
Freedom Investment Management
Hartford,
Connecticut
|
$300K
|
-$192K
|
-7,079
|
-39%
|
|
|
30
|
Prospera Financial Services
Dallas,
Texas
|
$279K
|
+$283K
|
+10,457
|
New
|
|
|
31
|
Parasol Investment Management
Westmont,
Illinois
|
$229K
|
–
|
–
|
–
|
|
|
32
|
Segment Wealth Management
Houston,
Texas
|
$211K
|
+$214K
|
+7,900
|
New
|
|
|
33
|
Colony Group
Boston,
Massachusetts
|
$202K
|
+$205K
|
+7,570
|
New
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$200K
|
-$169K
|
-6,250
|
-45%
|
|
|
35
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$200K
|
+$203K
|
+7,500
|
New
|
|
|
36
|
Private Trust Company
Cleveland,
Ohio
|
$166K
|
+$1.92K
|
+71
|
+1%
|
|
|
37
|
Private Ocean
San Rafael,
California
|
$150K
|
+$1.63K
|
+60
|
+1%
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$102K
|
+$103K
|
+3,808
|
New
|
|
|
39
|
Alexandria Capital
Arlington,
Virginia
|
$70K
|
–
|
–
|
–
|
|
|
40
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$21K
|
–
|
–
|
–
|
|
|
41
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16K
|
+$10.2K
|
+375
|
+163%
|
|
|
42
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$12K
|
+$11.8K
|
+434
|
New
|
|
|
43
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$10K
|
–
|
–
|
–
|
|
|
44
|
New England Securities
New York
|
$2K
|
–
|
–
|
–
|
|
|
45
|
|
–
|
-$1.95M
|
-70,919
|
Closed
|
|
|
46
|
Bluefin Capital Management
New York
|
–
|
-$1.2M
|
-43,384
|
Closed
|
|
|
47
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$363K
|
-13,231
|
Closed
|
|
|
48
|
Ground Swell Capital
Folly Beach,
South Carolina
|
–
|
-$3K
|
-122
|
Closed
|
|
