|
26
|
XML Financial
Bethesda,
Maryland
|
$200K
|
–
|
–
|
–
|
|
|
27
|
Sandy Spring Bank
Olney,
Maryland
|
$195K
|
–
|
–
|
–
|
|
|
28
|
Steward Partners Investment Advisory
New York
|
$190K
|
-$14K
|
-1,172
|
-7%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$176K
|
+$27.5K
|
+2,301
|
+21%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$163K
|
+$1.35K
|
+113
|
+0.9%
|
|
|
31
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$154K
|
-$92.1K
|
-7,720
|
-40%
|
|
|
32
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$130K
|
–
|
–
|
–
|
|
|
33
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$114K
|
–
|
–
|
–
|
|
|
34
|
Spire Wealth Management
Mclean,
Virginia
|
$91.3K
|
+$59.7K
|
+5,000
|
+249%
|
|
|
35
|
New Potomac Partners
Bethesda,
Maryland
|
$31.9K
|
+$29.3K
|
+2,452
|
New
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.2K
|
–
|
–
|
–
|
|
|
37
|
Salomon & Ludwin
Richmond,
Virginia
|
$16.9K
|
–
|
–
|
–
|
|
|
38
|
Main Street Group
Glen Allen,
Virginia
|
$16K
|
–
|
–
|
–
|
|
|
39
|
Geneos Wealth Management
Englewood,
Colorado
|
$13K
|
–
|
–
|
–
|
|
|
40
|
UMB Bank
Kansas City,
Missouri
|
$10.5K
|
–
|
–
|
–
|
|
|
41
|
Harbour Investments
Madison,
Wisconsin
|
$10.3K
|
–
|
–
|
–
|
|
|
42
|
Blue Trust Inc
Alpharetta,
Georgia
|
$6.51K
|
–
|
–
|
–
|
|
|
43
|
FNY Investment Advisers
New York
|
$2K
|
+$2.39K
|
+200
|
New
|
|
|
44
|
Matisse Capital
Portland,
Oregon
|
–
|
-$1.73M
|
-150,000
|
Closed
|
|
|
45
|
Logan Stone Capital
Chicago,
Illinois
|
–
|
-$562K
|
-48,878
|
Closed
|
|
|
46
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
–
|
-$529K
|
-46,002
|
Closed
|
|
|
47
|
Sit Investment Associates
Minneapolis,
Minnesota
|
–
|
-$402K
|
-35,000
|
Closed
|
|
|
48
|
Nomura Holdings
Tokyo,
Japan
|
–
|
-$261K
|
-22,700
|
Closed
|
|
|
49
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$205K
|
-17,795
|
Closed
|
|
|
50
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
–
|
-$155
|
-14
|
Closed
|
|
