|
51
|
Catawba Capital Management
Roanoke,
Virginia
|
$220K
|
+$211K
|
+6,370
|
New
|
|
|
52
|
|
$219K
|
+$16.5K
|
+500
|
+9%
|
|
|
53
|
First Allied Advisory Services
San Diego,
California
|
$215K
|
+$205K
|
+6,210
|
New
|
|
|
54
|
Concert Wealth Management
San Jose,
California
|
$213K
|
+$203K
|
+6,148
|
New
|
|
|
55
|
Manchester Capital Management
Manchester,
Vermont
|
$173K
|
–
|
–
|
–
|
|
|
56
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$166K
|
-$29.4K
|
-890
|
-16%
|
|
|
57
|
Tompkins Financial
Ithaca,
New York
|
$121K
|
+$116K
|
+3,496
|
New
|
|
|
58
|
New England Securities
New York
|
$104K
|
–
|
–
|
–
|
|
|
59
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$100K
|
-$3.92M
|
-118,530
|
-98%
|
|
|
60
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$92K
|
–
|
–
|
–
|
|
|
61
|
Howe & Rusling
Rochester,
New York
|
$90K
|
+$3.97K
|
+120
|
+5%
|
|
|
62
|
|
$85K
|
–
|
–
|
–
|
|
|
63
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$84K
|
–
|
–
|
–
|
|
|
64
|
Lenox Wealth Advisors
New York
|
$73K
|
+$529
|
+16
|
+0.8%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$55K
|
+$9.92K
|
+300
|
+23%
|
|
|
66
|
Blume Capital Management
Berkeley,
California
|
$55K
|
+$52.9K
|
+1,600
|
New
|
|
|
67
|
Pinnacle Summer Investments
Fairfax,
Virginia
|
$48K
|
–
|
–
|
–
|
|
|
68
|
MSI Financial Services
Springfield,
Massachusetts
|
$43K
|
–
|
–
|
–
|
|
|
69
|
|
$41K
|
–
|
–
|
–
|
|
|
70
|
Focused Wealth Management
Newburgh,
New York
|
$35K
|
+$66
|
+2
|
+0.2%
|
|
|
71
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$30K
|
–
|
–
|
–
|
|
|
72
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
73
|
Partnervest Advisory Services
Santa Barbara,
California
|
$9K
|
+$8.4K
|
+254
|
New
|
|
|
74
|
Formidable Asset Management
Cincinnati,
Ohio
|
$7K
|
–
|
–
|
–
|
|
|
75
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.43M
|
-77,182
|
Closed
|
|
