|
26
|
Cerity Partners OCIO
New York
|
$530K
|
+$510K
|
+28,251
|
New
|
|
|
27
|
VSR Financial Services
Overland Park,
Kansas
|
$517K
|
-$20.7K
|
-1,146
|
-4%
|
|
|
28
|
|
$496K
|
-$202K
|
-11,208
|
-30%
|
|
|
29
|
American International Group
New York
|
$370K
|
+$82.5K
|
+4,569
|
+30%
|
|
|
30
|
New England Securities
New York
|
$271K
|
+$5.63K
|
+312
|
+2%
|
|
|
31
|
Oppenheimer & Co
New York
|
$260K
|
–
|
–
|
–
|
|
|
32
|
Private Advisor Group
Morristown,
New Jersey
|
$253K
|
+$244K
|
+13,494
|
New
|
|
|
33
|
American Financial Group
Cincinnati,
Ohio
|
$250K
|
–
|
–
|
–
|
|
|
34
|
Westport Resources Management
Westport,
Connecticut
|
$208K
|
–
|
–
|
–
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$128K
|
+$121K
|
+6,696
|
+4,464%
|
|
|
36
|
Cordasco Financial Network
Naples,
Florida
|
$112K
|
–
|
–
|
–
|
|
|
37
|
BlackRock Institutional Trust
San Francisco,
California
|
$90K
|
+$81.2K
|
+4,500
|
+1,500%
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$63K
|
–
|
–
|
–
|
|
|
39
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$45K
|
+$17.6K
|
+975
|
+68%
|
|
|
40
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37K
|
–
|
–
|
–
|
|
|
41
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$22K
|
+$21.1K
|
+1,170
|
New
|
|
|
42
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$11K
|
–
|
–
|
–
|
|
|
43
|
Elite Wealth Management
Kirkland,
Washington
|
$11K
|
+$10.8K
|
+600
|
New
|
|
|
44
|
Manchester Capital Management
Manchester,
Vermont
|
$11K
|
+$10.8K
|
+600
|
New
|
|
|
45
|
Sandy Spring Bank
Olney,
Maryland
|
$11K
|
+$10.8K
|
+600
|
New
|
|
|
46
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$9.85K
|
–
|
–
|
–
|
|
|
47
|
Next Financial Group
Houston,
Texas
|
$2K
|
+$1.73K
|
+96
|
New
|
|
|
48
|
Scotia Capital
Toronto,
Ontario, Canada
|
–
|
-$1.69M
|
-92,547
|
Closed
|
|
|
49
|
Advisors Preferred
Rockville,
Maryland
|
–
|
-$947K
|
-51,963
|
Closed
|
|
|
50
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$66K
|
-3,600
|
Closed
|
|
