|
1
|
Creative Planning
Overland Park,
Kansas
|
$3.18M
|
+$375K
|
+19,350
|
+11%
|
|
|
2
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.5M
|
+$2.9M
|
+150,000
|
New
|
|
|
3
|
Aviance Capital Partners
Naples,
Florida
|
$777K
|
+$30.6K
|
+1,579
|
+4%
|
|
|
4
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$409K
|
+$467K
|
+24,100
|
+6,025%
|
|
|
5
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$270K
|
+$110K
|
+5,700
|
+54%
|
|
|
6
|
|
$206K
|
-$290K
|
-14,972
|
-55%
|
|
|
7
|
|
$107K
|
+$124K
|
+6,400
|
New
|
|
|
8
|
BlackRock Advisors
Wilmington,
Delaware
|
$75K
|
+$87.1K
|
+4,500
|
New
|
|
|
9
|
American International Group
New York
|
$20.6K
|
+$19.3K
|
+996
|
+415%
|
|
|
10
|
Prelude Capital Management
New York
|
$17K
|
+$19.4K
|
+1,000
|
New
|
|
|
11
|
Evercore Wealth Management
New York
|
$13K
|
+$15.4K
|
+796
|
New
|
|
|
12
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$5K
|
+$5.81K
|
+300
|
New
|
|
|
14
|
Central Trust Company
Jefferson City,
Missouri
|
$2K
|
–
|
–
|
–
|
|
|
15
|
Tower Research Capital (TRC)
New York
|
$1K
|
+$639
|
+33
|
New
|
|
|
16
|
CAZ Investments
Houston,
Texas
|
–
|
-$1.15M
|
-55,299
|
Closed
|
|
