|
76
|
BB&T Investment Services
Charlotte,
North Carolina
|
$19K
|
–
|
–
|
–
|
|
|
77
|
|
$19K
|
+$19.2K
|
+665
|
New
|
|
|
78
|
Simon Quick Advisors
Morristown,
New Jersey
|
$17K
|
+$17.2K
|
+596
|
New
|
|
|
79
|
Patten Group
Chattanooga,
Tennessee
|
$14K
|
–
|
–
|
–
|
|
|
80
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$12K
|
-$6.36K
|
-220
|
-35%
|
|
|
81
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$11K
|
-$347
|
-12
|
-3%
|
|
|
82
|
Central Trust Company
Jefferson City,
Missouri
|
$10K
|
+$9.77K
|
+338
|
New
|
|
|
83
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8.53K
|
-$5.65M
|
-195,456
|
-100%
|
|
|
84
|
Next Financial Group
Houston,
Texas
|
$6K
|
+$5.96K
|
+206
|
New
|
|
|
85
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
86
|
Asset Dedication LLC
San Francisco,
California
|
$4K
|
+$202
|
+7
|
+5%
|
|
|
87
|
Creative Financial Designs
Kokomo,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
88
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$2K
|
–
|
–
|
–
|
|
|
89
|
WFG Advisors
Dallas,
Texas
|
$2K
|
–
|
–
|
–
|
|
|
90
|
YorkBridge Wealth Partners
New York
|
$2K
|
–
|
–
|
–
|
|
|
91
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$1.25K
|
–
|
–
|
–
|
|
|
92
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
93
|
Grimes & Company
Westborough,
Massachusetts
|
–
|
-$12.9M
|
-448,556
|
Closed
|
|
|
94
|
|
–
|
-$10.5M
|
-364,543
|
Closed
|
|
|
95
|
Omnia Family Wealth
Aventura,
Florida
|
–
|
-$7.93M
|
-276,732
|
Closed
|
|
|
96
|
Aspiriant LLC
Los Angeles,
California
|
–
|
-$1.44M
|
-50,136
|
Closed
|
|
|
97
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
–
|
-$683K
|
-23,834
|
Closed
|
|
|
98
|
Telemus Capital
Southfield,
Michigan
|
–
|
-$338K
|
-11,784
|
Closed
|
|
|
99
|
Aveo Capital Partners
Englewood,
Colorado
|
–
|
-$288K
|
-10,049
|
Closed
|
|
|
100
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$244K
|
-8,518
|
Closed
|
|
