|
26
|
Meridian Investment Counsel
Lafayette,
California
|
$340K
|
–
|
–
|
–
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$317K
|
-$133K
|
-5,361
|
-30%
|
|
|
28
|
Diversified Trust
Memphis,
Tennessee
|
$308K
|
–
|
–
|
–
|
|
|
29
|
Cardan Capital Partners
Denver,
Colorado
|
$259K
|
+$10.5K
|
+423
|
+4%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$246K
|
+$119K
|
+4,819
|
+96%
|
|
|
31
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$241K
|
-$9.39K
|
-380
|
-4%
|
|
|
32
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$210K
|
–
|
–
|
–
|
|
|
33
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$103K
|
–
|
–
|
–
|
|
|
34
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$88K
|
+$14.6K
|
+591
|
+20%
|
|
|
35
|
IFP Advisors
Tampa,
Florida
|
$39K
|
+$24.7K
|
+1,000
|
+176%
|
|
|
36
|
Advisor Group
Phoenix,
Arizona
|
$12K
|
–
|
–
|
–
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$11K
|
–
|
–
|
–
|
|
|
38
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$5K
|
+$49
|
+2
|
+1%
|
|
|
39
|
Parallel Advisors
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
40
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3K
|
–
|
–
|
–
|
|
|
41
|
SEI Investments
Oaks,
Pennsylvania
|
$3K
|
–
|
–
|
–
|
|
|
42
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.76K
|
+$1.73K
|
+70
|
New
|
|
|
43
|
Concert Wealth Management
San Jose,
California
|
–
|
-$755K
|
-34,623
|
Closed
|
|
|
44
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
–
|
-$231K
|
-10,892
|
Closed
|
|
|
45
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$212K
|
-8,827
|
Closed
|
|
|
46
|
Ruane, Cunniff & Goldfarb
New York
|
–
|
-$205K
|
-8,564
|
Closed
|
|
|
47
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$1K
|
-70
|
Closed
|
|
