|
26
|
TSP Capital Management Group
Summit,
New Jersey
|
$253K
|
–
|
–
|
–
|
|
|
27
|
Jones Financial Companies
Des Peres,
Missouri
|
$207K
|
+$201K
|
+10,652
|
New
|
|
|
28
|
First Foundation Advisors
Irvine,
California
|
$201K
|
–
|
–
|
–
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$190K
|
+$15K
|
+794
|
+9%
|
|
|
30
|
D.A. Davidson & Co
Great Falls,
Montana
|
$153K
|
-$15.1K
|
-800
|
-9%
|
|
|
31
|
Prelude Capital Management
New York
|
$103K
|
+$43.3K
|
+2,300
|
+77%
|
|
|
32
|
Next Financial Group
Houston,
Texas
|
$77K
|
-$659
|
-35
|
-0.9%
|
|
|
33
|
Westside Investment Management
Santa Monica,
California
|
$45.2K
|
+$49.5K
|
+2,627
|
New
|
|
|
34
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$38K
|
–
|
–
|
–
|
|
|
35
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$26K
|
+$5.65K
|
+300
|
+30%
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$21K
|
–
|
–
|
–
|
|
|
37
|
Huntington National Bank
Columbus,
Ohio
|
$19K
|
–
|
–
|
–
|
|
|
38
|
Monetary Management Group
St Louis,
Missouri
|
$19K
|
–
|
–
|
–
|
|
|
39
|
|
$16K
|
-$5.24K
|
-278
|
-26%
|
|
|
40
|
TCI Wealth Advisors
Tucson,
Arizona
|
$16K
|
+$15.1K
|
+800
|
New
|
|
|
41
|
MSI Financial Services
Springfield,
Massachusetts
|
$15K
|
-$15.5K
|
-823
|
-51%
|
|
|
42
|
BB&T Investment Services
Charlotte,
North Carolina
|
$13K
|
+$12.4K
|
+660
|
New
|
|
|
43
|
First Interstate Bank
Billings,
Montana
|
$10K
|
+$9.59K
|
+509
|
New
|
|
|
44
|
Penserra Capital Management
Orinda,
California
|
$3K
|
+$358
|
+19
|
+12%
|
|
|
45
|
Sonora Investment Management
Tucson,
Arizona
|
$2.12K
|
–
|
–
|
–
|
|
|
46
|
Atria Investments
Charlotte,
North Carolina
|
–
|
-$767K
|
-40,461
|
Closed
|
|
|
47
|
Clough Capital Partners
Boston,
Massachusetts
|
–
|
-$265K
|
-13,983
|
Closed
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
–
|
-$210K
|
-11,078
|
Closed
|
|
