|
26
|
First United Bank & Trust
Oakland,
Maryland
|
$555K
|
–
|
–
|
–
|
|
|
27
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$443K
|
+$444K
|
+3,778
|
New
|
|
|
28
|
|
$407K
|
-$38K
|
-324
|
-9%
|
|
|
29
|
Citadel Advisors
Miami,
Florida
|
$313K
|
+$313K
|
+2,668
|
New
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$305K
|
+$23.5K
|
+200
|
+8%
|
|
|
31
|
LVZ Inc
Holland,
Michigan
|
$300K
|
-$3.17K
|
-27
|
-1%
|
|
|
32
|
Ameriprise
Minneapolis,
Minnesota
|
$277K
|
+$278K
|
+2,364
|
New
|
|
|
33
|
Oppenheimer & Co
New York
|
$222K
|
+$222K
|
+1,892
|
New
|
|
|
34
|
SteelBridge Private Wealth Advisors
Naples,
Florida
|
$210K
|
–
|
–
|
–
|
|
|
35
|
Next Financial Group
Houston,
Texas
|
$200K
|
+$200K
|
+1,702
|
New
|
|
|
36
|
MSI Financial Services
Springfield,
Massachusetts
|
$131K
|
-$47.9K
|
-408
|
-27%
|
|
|
37
|
Forward Management
San Francisco,
California
|
$85K
|
–
|
–
|
–
|
|
|
38
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$50K
|
–
|
–
|
–
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$47K
|
–
|
–
|
–
|
|
|
40
|
IFP Advisors
Tampa,
Florida
|
$47K
|
+$1.06K
|
+9
|
+2%
|
|
|
41
|
Tower Research Capital (TRC)
New York
|
$47K
|
+$47K
|
+400
|
New
|
|
|
42
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$46K
|
+$41.1K
|
+350
|
+13%
|
|
|
43
|
Advisor Group
Phoenix,
Arizona
|
$9K
|
-$10.3K
|
-88
|
-52%
|
|
|
44
|
Focused Wealth Management
Newburgh,
New York
|
$7K
|
–
|
–
|
–
|
|
|
45
|
WFG Advisors
Dallas,
Texas
|
$3K
|
–
|
–
|
–
|
|
|
46
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
–
|
-$23K
|
-197
|
Closed
|
|
|
47
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$7K
|
-63
|
Closed
|
|
|
48
|
Gradient Investments
Arden Hills,
Minnesota
|
–
|
-$4K
|
-32
|
Closed
|
|
