|
51
|
Verus Capital Partners
Scottsdale,
Arizona
|
$33K
|
–
|
–
|
–
|
|
|
52
|
City Holding Co
Charleston,
West Virginia
|
$28K
|
–
|
–
|
–
|
|
|
53
|
Sandy Spring Bank
Olney,
Maryland
|
$21K
|
-$186K
|
-3,130
|
-89%
|
|
|
54
|
Schroder Investment Management Group
London,
United Kingdom
|
$21K
|
–
|
–
|
–
|
|
|
55
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$21K
|
–
|
–
|
–
|
|
|
56
|
Synovus Financial
Columbus,
Georgia
|
$19K
|
+$22.2K
|
+374
|
New
|
|
|
57
|
Baystate Wealth Management
Boston,
Massachusetts
|
$10K
|
–
|
–
|
–
|
|
|
58
|
Pacifica Partners
Surrey,
Canada
|
$9K
|
–
|
–
|
–
|
|
|
59
|
Bellevue Asset Management
Bellevue,
Washington
|
$6K
|
-$2.73K
|
-46
|
-29%
|
|
|
60
|
Ironwood Financial
Tucson,
Arizona
|
$5K
|
+$5.63K
|
+95
|
New
|
|
|
61
|
Valeo Financial Advisors
Carmel,
Indiana
|
$5K
|
+$5.93K
|
+100
|
New
|
|
|
62
|
American Portfolios Advisors
Holbrook,
New York
|
$4.04K
|
–
|
–
|
–
|
|
|
63
|
William Blair & Company
Chicago,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
64
|
Archer Investment Corporation
Carmel,
Indiana
|
$3K
|
–
|
–
|
–
|
|
|
65
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
66
|
Global Financial Private Capital
Sarasota,
Florida
|
$3K
|
–
|
–
|
–
|
|
|
67
|
Reilly Financial Advisors
La Mesa,
California
|
$3K
|
–
|
–
|
–
|
|
|
68
|
Next Financial Group
Houston,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
69
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
70
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.81K
|
–
|
–
|
–
|
|
|
71
|
Wealth Quarterback
Toms River,
New Jersey
|
$1.12K
|
–
|
–
|
–
|
|
|
72
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1K
|
–
|
–
|
–
|
|
|
73
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
74
|
Lenox Wealth Advisors
New York
|
$1K
|
+$652
|
+11
|
New
|
|
|
75
|
AssetMark Inc
Concord,
California
|
–
|
-$45.8M
|
-746,375
|
Closed
|
|
