|
51
|
OTA Financial Group
Purchase,
New York
|
$294K
|
+$304K
|
+2,359
|
New
|
|
|
52
|
Eaton Vance Management
Boston,
Massachusetts
|
$265K
|
–
|
–
|
–
|
|
|
53
|
Raymond James Trust
St. Petersburg,
Florida
|
$259K
|
-$30.9K
|
-240
|
-10%
|
|
|
54
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$251K
|
+$2.71K
|
+21
|
+1%
|
|
|
55
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$244K
|
+$98.4K
|
+764
|
+64%
|
|
|
56
|
WMS Partners
Towson,
Maryland
|
$230K
|
+$238K
|
+1,845
|
New
|
|
|
57
|
Optimum Investment Advisors
Chicago,
Illinois
|
$225K
|
-$15.5K
|
-120
|
-6%
|
|
|
58
|
|
$225K
|
–
|
–
|
–
|
|
|
59
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$220K
|
–
|
–
|
–
|
|
|
60
|
D.A. Davidson & Co
Great Falls,
Montana
|
$211K
|
-$1.34M
|
-10,387
|
-86%
|
|
|
61
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$203K
|
+$209K
|
+1,624
|
New
|
|
|
62
|
Cable Hill Partners
Portland,
Oregon
|
$126K
|
–
|
–
|
–
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$124K
|
+$29.6K
|
+230
|
+30%
|
|
|
64
|
Kanaly Trust
Houston,
Texas
|
$97K
|
–
|
–
|
–
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$87K
|
-$112K
|
-866
|
-55%
|
|
|
66
|
SignatureFD
Atlanta,
Georgia
|
$62K
|
–
|
–
|
–
|
|
|
67
|
Gupta Wealth Management
San Diego,
California
|
$62K
|
+$63.9K
|
+496
|
New
|
|
|
68
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$50K
|
–
|
–
|
–
|
|
|
69
|
Joel Isaacson & Co
New York
|
$50K
|
–
|
–
|
–
|
|
|
70
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$39K
|
-$18K
|
-140
|
-31%
|
|
|
71
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
72
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$31K
|
+$32.7K
|
+254
|
New
|
|
|
73
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$30.7K
|
–
|
–
|
–
|
|
|
74
|
Risk Paradigm Group
Austin,
Texas
|
$28.8K
|
+$29.8K
|
+231
|
New
|
|
|
75
|
Lehman Financial Resources
Media,
Pennsylvania
|
$26K
|
+$26.5K
|
+206
|
New
|
|
