|
26
|
Global Endowment Management
Charlotte,
North Carolina
|
$718K
|
–
|
–
|
–
|
|
|
27
|
Yellowstone Partners
Idaho Falls,
Idaho
|
$623K
|
–
|
–
|
–
|
|
|
28
|
|
$565K
|
–
|
–
|
–
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$526K
|
+$354K
|
+25,646
|
+234%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$461K
|
–
|
–
|
–
|
|
|
31
|
AQR Arbitrage
Greenwich,
Connecticut
|
$412K
|
-$115K
|
-8,311
|
-22%
|
|
|
32
|
Cornerstone Advisors
Asheville,
North Carolina
|
$409K
|
-$267K
|
-19,351
|
-40%
|
|
|
33
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$385K
|
-$7.36K
|
-533
|
-2%
|
|
|
34
|
Sterneck Capital Management
Kansas City,
Missouri
|
$354K
|
+$340K
|
+24,638
|
New
|
|
|
35
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$345K
|
–
|
–
|
–
|
|
|
36
|
Oppenheimer & Co
New York
|
$345K
|
+$137K
|
+9,950
|
+71%
|
|
|
37
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$302K
|
+$290K
|
+21,000
|
New
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$291K
|
+$95.2K
|
+6,892
|
+52%
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$264K
|
-$40.8K
|
-2,951
|
-14%
|
|
|
40
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$245K
|
–
|
–
|
–
|
|
|
41
|
Affiance Financial
St. Louis Park,
Minnesota
|
$243K
|
–
|
–
|
–
|
|
|
42
|
Fiduciary Financial Services of The Southwest
Dallas,
Texas
|
$232K
|
–
|
–
|
–
|
|
|
43
|
Point View Wealth Management
Summit,
New Jersey
|
$211K
|
–
|
–
|
–
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$130K
|
+$608
|
+44
|
+0.5%
|
|
|
45
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$105K
|
+$2.8K
|
+203
|
+3%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$99K
|
–
|
–
|
–
|
|
|
47
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$91K
|
–
|
–
|
–
|
|
|
48
|
Wolverine Asset Management
Chicago,
Illinois
|
$84K
|
+$81.6K
|
+5,909
|
New
|
|
|
49
|
American International Group
New York
|
$66K
|
–
|
–
|
–
|
|
|
50
|
MSI Financial Services
Springfield,
Massachusetts
|
$58K
|
+$28.8K
|
+2,085
|
+106%
|
|
