|
51
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$37K
|
–
|
–
|
–
|
|
|
52
|
North Star Investment Management
Chicago,
Illinois
|
$36K
|
-$20.8K
|
-1,035
|
-35%
|
|
|
53
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$34K
|
+$35.5K
|
+1,770
|
New
|
|
|
54
|
Creative Planning
Overland Park,
Kansas
|
$32K
|
+$9.23K
|
+460
|
+38%
|
|
|
55
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31K
|
–
|
–
|
–
|
|
|
56
|
D.A. Davidson & Co
Great Falls,
Montana
|
$24K
|
–
|
–
|
–
|
|
|
57
|
|
$23K
|
–
|
–
|
–
|
|
|
58
|
Formidable Asset Management
Cincinnati,
Ohio
|
$21K
|
–
|
–
|
–
|
|
|
59
|
Stanford Investment Group
Mountain View,
California
|
$20K
|
+$20.8K
|
+1,035
|
New
|
|
|
60
|
Hoxton Financial
Shepherdstown,
West Virginia
|
$19K
|
–
|
–
|
–
|
|
|
61
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$17K
|
–
|
–
|
–
|
|
|
62
|
Next Financial Group
Houston,
Texas
|
$17K
|
–
|
–
|
–
|
|
|
63
|
Stancorp Investment Advisers
Portland,
Oregon
|
$15K
|
+$15.6K
|
+776
|
New
|
|
|
64
|
MSI Financial Services
Springfield,
Massachusetts
|
$10K
|
+$201
|
+10
|
+2%
|
|
|
65
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$10K
|
+$10K
|
+500
|
New
|
|
|
66
|
Avior Wealth Management
Omaha,
Nebraska
|
$8K
|
–
|
–
|
–
|
|
|
67
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$7K
|
–
|
–
|
–
|
|
|
68
|
Old Second National Bank of Aurora
Aurora,
Illinois
|
$7K
|
–
|
–
|
–
|
|
|
69
|
Sandy Spring Bank
Olney,
Maryland
|
$7K
|
+$7.53K
|
+375
|
New
|
|
|
70
|
Howe & Rusling
Rochester,
New York
|
$6K
|
–
|
–
|
–
|
|
|
71
|
Washington Trust Bank
Spokane,
Washington
|
$5K
|
+$5.02K
|
+250
|
New
|
|
|
72
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$2K
|
–
|
–
|
–
|
|
|
73
|
Barclays
London,
United Kingdom
|
$1K
|
-$381
|
-19
|
-20%
|
|
|
74
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$2.56M
|
-132,740
|
Closed
|
|
|
75
|
Global Endowment Management
Charlotte,
North Carolina
|
–
|
-$193K
|
-10,000
|
Closed
|
|
