|
26
|
United Capital Financial Advisors
Irving,
Texas
|
$195K
|
+$197K
|
+10,863
|
New
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$189K
|
+$100K
|
+5,508
|
+109%
|
|
|
28
|
Meridian Investment Counsel
Lafayette,
California
|
$183K
|
-$36.3K
|
-2,000
|
-16%
|
|
|
29
|
IFP Advisors
Tampa,
Florida
|
$135K
|
-$79.1K
|
-4,355
|
-35%
|
|
|
30
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$58K
|
–
|
–
|
–
|
|
|
31
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$56K
|
-$26K
|
-1,431
|
-32%
|
|
|
32
|
US Bancorp
Minneapolis,
Minnesota
|
$31K
|
–
|
–
|
–
|
|
|
33
|
North Star Investment Management
Chicago,
Illinois
|
$21K
|
+$1.16K
|
+64
|
+6%
|
|
|
34
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$21K
|
+$20.9K
|
+1,150
|
New
|
|
|
35
|
Next Financial Group
Houston,
Texas
|
$19K
|
–
|
–
|
–
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18K
|
+$18.3K
|
+1,010
|
+25,250%
|
|
|
37
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$17K
|
–
|
–
|
–
|
|
|
38
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$12K
|
+$3.69K
|
+203
|
+44%
|
|
|
39
|
Barnett & Company
Chattanooga,
Tennessee
|
$9K
|
–
|
–
|
–
|
|
|
40
|
Arcadia Investment Management
Kalamazoo,
Michigan
|
$7K
|
–
|
–
|
–
|
|
|
41
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$5K
|
–
|
–
|
–
|
|
|
42
|
Advisory Services Network
Atlanta,
Georgia
|
$1K
|
-$29K
|
-1,600
|
-96%
|
|
|
43
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
44
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$1K
|
+$18
|
+1
|
+2%
|
|
|
45
|
Credit Suisse
Zurich,
Switzerland
|
–
|
-$1.23M
|
-52,108
|
Closed
|
|
|
46
|
|
–
|
-$848K
|
-35,879
|
Closed
|
|
|
47
|
Wedbush Securities
Los Angeles,
California
|
–
|
-$285K
|
-12,059
|
Closed
|
|
|
48
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
–
|
-$196K
|
-10,800
|
-100%
|
|
|
49
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$247K
|
-10,451
|
Closed
|
|
|
50
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$237K
|
-10,036
|
Closed
|
|
