|
26
|
MSI Financial Services
Springfield,
Massachusetts
|
$249K
|
-$234K
|
-12,296
|
-50%
|
|
|
27
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$249K
|
–
|
–
|
–
|
|
|
28
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$242K
|
+$24.1K
|
+1,266
|
+12%
|
|
|
29
|
OTA Financial Group
Purchase,
New York
|
$230K
|
+$221K
|
+11,588
|
New
|
|
|
30
|
M Holdings Securities
Portland,
Oregon
|
$213K
|
+$204K
|
+10,713
|
New
|
|
|
31
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$189K
|
+$181K
|
+9,500
|
New
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$114K
|
-$15.5K
|
-813
|
-12%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$97K
|
+$10.2K
|
+537
|
+12%
|
|
|
34
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$71K
|
+$2.29K
|
+120
|
+3%
|
|
|
35
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$53K
|
-$6.28K
|
-330
|
-11%
|
|
|
36
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37K
|
–
|
–
|
–
|
|
|
37
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$19K
|
–
|
–
|
–
|
|
|
38
|
Pathstone Family Office
Englewood,
New Jersey
|
$18K
|
+$19
|
+1
|
+0.1%
|
|
|
39
|
American International Group
New York
|
$17.9K
|
–
|
–
|
–
|
|
|
40
|
WFG Advisors
Dallas,
Texas
|
$13K
|
-$16.4K
|
-861
|
-56%
|
|
|
41
|
|
$12K
|
-$6.51K
|
-342
|
-37%
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$11K
|
–
|
–
|
–
|
|
|
43
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$9K
|
-$6.09K
|
-320
|
-41%
|
|
|
44
|
Envestnet Asset Management
Chicago,
Illinois
|
$6K
|
+$5.71K
|
+300
|
New
|
|
|
45
|
1919 Investment Counsel
Baltimore,
Maryland
|
$4K
|
–
|
–
|
–
|
|
|
46
|
Focused Wealth Management
Newburgh,
New York
|
$2K
|
–
|
–
|
–
|
|
|
47
|
Placemark Investments
Chicago,
Illinois
|
–
|
-$994K
|
-48,529
|
Closed
|
|
|
48
|
|
–
|
-$734K
|
-35,815
|
Closed
|
|
|
49
|
Scotia Capital
Toronto,
Ontario, Canada
|
–
|
-$357K
|
-17,408
|
Closed
|
|
|
50
|
Welch Group
Birmingham,
Alabama
|
–
|
-$295K
|
-14,410
|
Closed
|
|
