|
26
|
Destination Wealth Management
Walnut Creek,
California
|
$1.06M
|
+$1.07M
|
+37,164
|
New
|
|
|
27
|
Atria Investments
Charlotte,
North Carolina
|
$790K
|
-$446K
|
-15,524
|
-36%
|
|
|
28
|
KeyBank National Association
Cleveland,
Ohio
|
$775K
|
–
|
–
|
–
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$612K
|
-$38K
|
-1,320
|
-6%
|
|
|
30
|
Stifel Financial
St. Louis,
Missouri
|
$582K
|
+$218K
|
+7,592
|
+59%
|
|
|
31
|
Virtu KCG Holdings
New York
|
$424K
|
+$427K
|
+14,850
|
New
|
|
|
32
|
Parametric Portfolio Associates
Seattle,
Washington
|
$368K
|
-$7.65K
|
-266
|
-2%
|
|
|
33
|
Yorktown Management & Research Company
Forest,
Virginia
|
$342K
|
+$345K
|
+12,000
|
New
|
|
|
34
|
Freestone Capital Holdings
Seattle,
Washington
|
$330K
|
-$90.6K
|
-3,150
|
-21%
|
|
|
35
|
Calamos Wealth Management
Naperville,
Illinois
|
$243K
|
–
|
–
|
–
|
|
|
36
|
National Planning Corporation
El Segundo,
California
|
$227K
|
+$226K
|
+7,866
|
New
|
|
|
37
|
American International Group
New York
|
$126K
|
–
|
–
|
–
|
|
|
38
|
MSI Financial Services
Springfield,
Massachusetts
|
$100K
|
+$95.9K
|
+3,334
|
+2,084%
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$82K
|
+$288
|
+10
|
+0.3%
|
|
|
40
|
Ausdal Financial Partners
Davenport,
Iowa
|
$58K
|
+$58.7K
|
+2,040
|
New
|
|
|
41
|
SEI Investments
Oaks,
Pennsylvania
|
$56K
|
-$920
|
-32
|
-2%
|
|
|
42
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$38K
|
-$122K
|
-4,250
|
-76%
|
|
|
43
|
|
$36K
|
+$115
|
+4
|
+0.3%
|
|
|
44
|
First Personal Financial Services
Charlotte,
North Carolina
|
$16K
|
+$16.6K
|
+576
|
New
|
|
|
45
|
IFP Advisors
Tampa,
Florida
|
$12K
|
+$12.3K
|
+426
|
New
|
|
|
46
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$10K
|
-$21.7K
|
-756
|
-68%
|
|
|
47
|
Fidelity International
Hamilton,
Bermuda
|
–
|
-$4.9M
|
-169,476
|
Closed
|
|
|
48
|
Clal Insurance
Tel-Aviv,
Israel
|
–
|
-$654K
|
-22,616
|
Closed
|
|
|
49
|
Bank of New York Mellon
New York
|
–
|
-$416K
|
-14,396
|
Closed
|
|
|
50
|
Guggenheim Capital
Chicago,
Illinois
|
–
|
-$161K
|
-5,556
|
Closed
|
|
