|
51
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$168K
|
+$165K
|
+11,660
|
New
|
|
|
52
|
Ruggie Capital Group
Tavares,
Florida
|
$146K
|
+$143K
|
+10,080
|
New
|
|
|
53
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$144K
|
–
|
–
|
–
|
|
|
54
|
D'Orazio & Associates
Falls Church,
Virginia
|
$118K
|
+$75K
|
+5,300
|
+183%
|
|
|
55
|
Sonora Investment Management
Tucson,
Arizona
|
$77.4K
|
+$72.4K
|
+5,110
|
New
|
|
|
56
|
Bessemer Group
Woodbridge,
New Jersey
|
$71K
|
–
|
–
|
–
|
|
|
57
|
Argentus Capital Management
Dallas,
Texas
|
$61K
|
-$149K
|
-10,550
|
-72%
|
|
|
58
|
Evercore Wealth Management
New York
|
$39K
|
–
|
–
|
–
|
|
|
59
|
Joel Isaacson & Co
New York
|
$33K
|
+$32.7K
|
+2,310
|
New
|
|
|
60
|
US Bancorp
Minneapolis,
Minnesota
|
$25K
|
–
|
–
|
–
|
|
|
61
|
Krilogy Financial
St. Louis,
Missouri
|
$24K
|
+$3.82K
|
+270
|
+20%
|
|
|
62
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$21K
|
+$20.1K
|
+1,420
|
New
|
|
|
63
|
|
$20K
|
+$6.37K
|
+450
|
+45%
|
|
|
64
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$19K
|
+$7.08K
|
+500
|
+59%
|
|
|
65
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$17K
|
–
|
–
|
–
|
|
|
66
|
Accurate Investment Solutions
Seven Fields,
Pennsylvania
|
$12K
|
–
|
–
|
–
|
|
|
67
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$6K
|
–
|
–
|
–
|
|
|
68
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$5K
|
–
|
–
|
–
|
|
|
69
|
Westport Resources Management
Westport,
Connecticut
|
$5K
|
–
|
–
|
–
|
|
|
70
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$2K
|
–
|
–
|
–
|
|
|
71
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
72
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$1.44K
|
–
|
–
|
–
|
|
|
73
|
Creative Planning
Overland Park,
Kansas
|
$1K
|
–
|
–
|
–
|
|
|
74
|
Gemmer Asset Management
Walnut Creek,
California
|
$1K
|
–
|
–
|
–
|
|
|
75
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
–
|
-$29.1M
|
-1,894,240
|
Closed
|
|
