|
26
|
Wells Fargo
San Francisco,
California
|
$473K
|
-$237K
|
-9,864
|
-34%
|
|
|
27
|
Placemark Investments
Chicago,
Illinois
|
$404K
|
+$95.1K
|
+3,964
|
+33%
|
|
|
28
|
Winfield Associates
Cleveland,
Ohio
|
$333K
|
+$318K
|
+13,250
|
New
|
|
|
29
|
Raymond James & Associates
St Petersburg,
Florida
|
$313K
|
+$299K
|
+12,453
|
New
|
|
|
30
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$272K
|
+$260K
|
+10,847
|
New
|
|
|
31
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$268K
|
+$257K
|
+10,700
|
New
|
|
|
32
|
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
$206K
|
+$197K
|
+8,220
|
New
|
|
|
33
|
Partnervest Advisory Services
Santa Barbara,
California
|
$198K
|
+$1.97K
|
+82
|
+1%
|
|
|
34
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$62K
|
+$3.93K
|
+164
|
+7%
|
|
|
35
|
Howe & Rusling
Rochester,
New York
|
$46K
|
-$3.48K
|
-145
|
-7%
|
|
|
36
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$27K
|
+$25.5K
|
+1,064
|
New
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$26K
|
+$12K
|
+500
|
+91%
|
|
|
38
|
|
$21K
|
+$19.8K
|
+825
|
New
|
|
|
39
|
New England Securities
New York
|
$15K
|
–
|
–
|
–
|
|
|
40
|
Lenox Wealth Advisors
New York
|
$10K
|
+$9.62K
|
+401
|
New
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
$7K
|
+$2.06K
|
+86
|
+48%
|
|
|
42
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$7K
|
+$7K
|
+292
|
New
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$3K
|
+$2.61K
|
+109
|
New
|
|
|
44
|
MSI Financial Services
Springfield,
Massachusetts
|
$3K
|
+$2.93K
|
+122
|
New
|
|
|
45
|
|
–
|
-$1.13M
|
-49,499
|
Closed
|
|
|
46
|
Bluefin Capital Management
New York
|
–
|
-$1.1M
|
-47,766
|
Closed
|
|
|
47
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$293K
|
-12,884
|
Closed
|
|
|
48
|
D.A. Davidson & Co
Great Falls,
Montana
|
–
|
-$25K
|
-1,127
|
Closed
|
|
|
49
|
WealthTrust Fairport
Cleveland,
Ohio
|
–
|
-$7K
|
-316
|
Closed
|
|
