|
26
|
HM Payson & Co
Portland,
Maine
|
$150K
|
–
|
–
|
–
|
|
|
27
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$124K
|
–
|
–
|
–
|
|
|
28
|
Bank of America
Charlotte,
North Carolina
|
$118K
|
-$18.3K
|
-276
|
-14%
|
|
|
29
|
Next Financial Group
Houston,
Texas
|
$95K
|
+$89.7K
|
+1,355
|
New
|
|
|
30
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$66K
|
–
|
–
|
–
|
|
|
31
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$43K
|
-$52.9K
|
-800
|
-56%
|
|
|
32
|
Rockefeller Capital Management
New York
|
$42K
|
+$39.7K
|
+600
|
New
|
|
|
33
|
William Blair & Company
Chicago,
Illinois
|
$31K
|
–
|
–
|
–
|
|
|
34
|
|
$21K
|
–
|
–
|
–
|
|
|
35
|
Fidelity Investments
Boston,
Massachusetts
|
$19K
|
+$8.07K
|
+122
|
+83%
|
|
|
36
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$16K
|
–
|
–
|
–
|
|
|
37
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
38
|
Advisory Services Network
Atlanta,
Georgia
|
$9K
|
+$8.27K
|
+125
|
New
|
|
|
39
|
Meeder Asset Management
Dublin,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
40
|
Prospera Financial Services
Dallas,
Texas
|
$7K
|
+$6.75K
|
+102
|
New
|
|
|
41
|
Valeo Financial Advisors
Carmel,
Indiana
|
$5K
|
–
|
–
|
–
|
|
|
42
|
Asset Dedication LLC
San Francisco,
California
|
$4K
|
–
|
–
|
–
|
|
|
43
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4K
|
–
|
–
|
–
|
|
|
44
|
American Portfolios Advisors
Holbrook,
New York
|
$2.22K
|
–
|
–
|
–
|
|
|
45
|
|
$2K
|
–
|
–
|
–
|
|
|
46
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$249K
|
-3,900
|
Closed
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$211K
|
-3,298
|
Closed
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$17K
|
-265
|
Closed
|
|
|
49
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$12K
|
-180
|
Closed
|
|
|
50
|
Global Financial Private Client
Sarasota,
Florida
|
–
|
-$11K
|
-173
|
Closed
|
|
