|
51
|
Sandy Spring Bank
Olney,
Maryland
|
$163K
|
–
|
–
|
–
|
|
|
52
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$150K
|
–
|
–
|
–
|
|
|
53
|
Whittier Trust
South Pasadena,
California
|
$142K
|
–
|
–
|
–
|
|
|
54
|
New England Securities
New York
|
$89K
|
+$120
|
+5
|
+0.1%
|
|
|
55
|
People's United Financial
Bridgeport,
Connecticut
|
$73K
|
–
|
–
|
–
|
|
|
56
|
Advisory Services Network
Atlanta,
Georgia
|
$50K
|
+$51.4K
|
+2,135
|
New
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$49K
|
+$50K
|
+2,080
|
+104,000%
|
|
|
58
|
D.A. Davidson & Co
Great Falls,
Montana
|
$47K
|
–
|
–
|
–
|
|
|
59
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$44K
|
+$44.5K
|
+1,850
|
New
|
|
|
60
|
US Bancorp
Minneapolis,
Minnesota
|
$42K
|
–
|
–
|
–
|
|
|
61
|
Shamrock Asset Management
Dallas,
Texas
|
$41K
|
–
|
–
|
–
|
|
|
62
|
Bessemer Group
Woodbridge,
New Jersey
|
$38K
|
–
|
–
|
–
|
|
|
63
|
WFG Advisors
Dallas,
Texas
|
$35K
|
-$15.4K
|
-639
|
-30%
|
|
|
64
|
Canada Life
Winnipeg,
Manitoba, Canada
|
$35K
|
+$28.9K
|
+1,200
|
+400%
|
|
|
65
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$32K
|
+$2.86K
|
+119
|
+9%
|
|
|
66
|
Gemmer Asset Management
Walnut Creek,
California
|
$27K
|
–
|
–
|
–
|
|
|
67
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$24K
|
–
|
–
|
–
|
|
|
68
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$24K
|
+$24.1K
|
+1,000
|
New
|
|
|
69
|
Regal Investment Advisors
Kentwood,
Michigan
|
$15K
|
+$3.49K
|
+145
|
+29%
|
|
|
70
|
Klingman & Associates
New York
|
$14K
|
+$14.8K
|
+615
|
New
|
|
|
71
|
Next Financial Group
Houston,
Texas
|
$12K
|
-$84.4K
|
-3,510
|
-88%
|
|
|
72
|
Intersect Capital
San Ramon,
California
|
$10K
|
+$9.72K
|
+404
|
New
|
|
|
73
|
First Foundation Advisors
Irvine,
California
|
–
|
-$1.72M
|
-70,527
|
Closed
|
|
|
74
|
VSR Financial Services
Overland Park,
Kansas
|
–
|
-$1.65M
|
-67,921
|
Closed
|
|
|
75
|
|
–
|
-$1.07M
|
-44,024
|
Closed
|
|
