|
26
|
American International Group
New York
|
$124K
|
+$104K
|
+4,072
|
+452%
|
|
|
27
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$109K
|
–
|
–
|
–
|
|
|
28
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$88K
|
+$90K
|
+3,520
|
New
|
|
|
29
|
Edmond de Rothschild (Suisse)
Geneva,
Switzerland
|
$88K
|
+$90K
|
+3,520
|
New
|
|
|
30
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$87K
|
+$10.1K
|
+396
|
+13%
|
|
|
31
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$60K
|
+$4.7K
|
+184
|
+8%
|
|
|
32
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$43K
|
–
|
–
|
–
|
|
|
33
|
US Bancorp
Minneapolis,
Minnesota
|
$30K
|
–
|
–
|
–
|
|
|
34
|
Evercore Wealth Management
New York
|
$25K
|
–
|
–
|
–
|
|
|
35
|
Colony Group
Boston,
Massachusetts
|
$22K
|
–
|
–
|
–
|
|
|
36
|
MSI Financial Services
Springfield,
Massachusetts
|
$9K
|
–
|
–
|
–
|
|
|
37
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$8K
|
–
|
–
|
–
|
|
|
38
|
SignatureFD
Atlanta,
Georgia
|
$8K
|
–
|
–
|
–
|
|
|
39
|
Formidable Asset Management
Cincinnati,
Ohio
|
$4K
|
–
|
–
|
–
|
|
|
40
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$27.8M
|
-1,093,208
|
Closed
|
|
|
41
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$27.2M
|
-1,085,012
|
Closed
|
|
|
42
|
|
–
|
-$469K
|
-18,664
|
Closed
|
|
|
43
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
–
|
-$371K
|
-14,784
|
Closed
|
|
|
44
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
–
|
-$268K
|
-10,684
|
Closed
|
|
|
45
|
BB&T Securities
Richmond,
Virginia
|
–
|
-$2.08M
|
-8,268
|
Closed
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
–
|
-$81K
|
-3,236
|
Closed
|
|
