|
26
|
Patten Group
Chattanooga,
Tennessee
|
$529K
|
–
|
–
|
–
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$427K
|
-$54.8K
|
-1,009
|
-11%
|
|
|
28
|
Cabot Wealth Management
Salem,
Massachusetts
|
$404K
|
–
|
–
|
–
|
|
|
29
|
MSI Financial Services
Springfield,
Massachusetts
|
$362K
|
-$20.6K
|
-379
|
-5%
|
|
|
30
|
Tortoise Investment Management
White Plains,
New York
|
$342K
|
–
|
–
|
–
|
|
|
31
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$341K
|
–
|
–
|
–
|
|
|
32
|
Old National Bancorp
Evansville,
Indiana
|
$332K
|
-$185K
|
-3,400
|
-36%
|
|
|
33
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$325K
|
–
|
–
|
–
|
|
|
34
|
|
$310K
|
-$83.4K
|
-1,536
|
-21%
|
|
|
35
|
Pinnacle Advisory Group
Columbia,
Maryland
|
$308K
|
+$8.58K
|
+158
|
+3%
|
|
|
36
|
Peak Asset Management
Louisville,
Colorado
|
$306K
|
+$306K
|
+5,642
|
New
|
|
|
37
|
Carnick & Kubik
Colorado Springs,
Colorado
|
$304K
|
–
|
–
|
–
|
|
|
38
|
Hilltop Holdings
Dallas,
Texas
|
$303K
|
–
|
–
|
–
|
|
|
39
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$284K
|
+$76.9K
|
+1,416
|
+37%
|
|
|
40
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$277K
|
-$5.16K
|
-95
|
-2%
|
|
|
41
|
Moors & Cabot
Boston,
Massachusetts
|
$272K
|
-$92.5K
|
-1,703
|
-25%
|
|
|
42
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$233K
|
–
|
–
|
–
|
|
|
43
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$225K
|
+$13.9K
|
+256
|
+7%
|
|
|
44
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$214K
|
+$212K
|
+3,913
|
New
|
|
|
45
|
Argent Trust Co
Nashville,
Tennessee
|
$202K
|
–
|
–
|
–
|
|
|
46
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$150K
|
–
|
–
|
–
|
|
|
47
|
American International Group
New York
|
$145K
|
–
|
–
|
–
|
|
|
48
|
Anchor Investment Management
Columbia,
South Carolina
|
$54.2K
|
+$54.3K
|
+1,000
|
New
|
|
|
49
|
Bartlett & Co
Cincinnati,
Ohio
|
$50K
|
–
|
–
|
–
|
|
|
50
|
US Bancorp
Minneapolis,
Minnesota
|
$35K
|
–
|
–
|
–
|
|
