|
51
|
Wharton Business Group
Malvern,
Pennsylvania
|
$575K
|
–
|
–
|
–
|
|
|
52
|
Geneva Advisors
Chicago,
Illinois
|
$565K
|
+$93.7K
|
+16,000
|
+22%
|
|
|
53
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$536K
|
-$98K
|
-16,736
|
-17%
|
|
|
54
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$531K
|
+$485K
|
+82,768
|
New
|
|
|
55
|
Aviance Capital Partners
Naples,
Florida
|
$475K
|
+$33.3K
|
+5,680
|
+8%
|
|
|
56
|
D. Scott Neal
Lexington,
Kentucky
|
$458K
|
+$419K
|
+71,520
|
New
|
|
|
57
|
F-Squared Investment Management
Wellesley,
Massachusetts
|
$442K
|
+$404K
|
+68,928
|
New
|
|
|
58
|
Prelude Capital Management
New York
|
$436K
|
–
|
–
|
–
|
|
|
59
|
Concert Wealth Management
San Jose,
California
|
$434K
|
+$396K
|
+67,536
|
New
|
|
|
60
|
|
$372K
|
+$313K
|
+53,424
|
+1,151%
|
|
|
61
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$329K
|
+$300K
|
+51,312
|
New
|
|
|
62
|
First Allied Asset Management
San Diego,
California
|
$321K
|
+$293K
|
+50,064
|
New
|
|
|
63
|
|
$318K
|
–
|
–
|
–
|
|
|
64
|
William Blair & Company
Chicago,
Illinois
|
$310K
|
-$37.5K
|
-6,400
|
-12%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$284K
|
+$15.3K
|
+2,608
|
+6%
|
|
|
66
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$229K
|
+$209K
|
+35,664
|
New
|
|
|
67
|
KMS Financial Services
Seattle,
Washington
|
$229K
|
+$210K
|
+35,856
|
New
|
|
|
68
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$205K
|
+$187K
|
+32,000
|
New
|
|
|
69
|
Peregrine Asset Advisers
Portland,
Oregon
|
$205K
|
+$187K
|
+32,000
|
New
|
|
|
70
|
Advisory Services Network
Atlanta,
Georgia
|
$168K
|
+$154K
|
+26,256
|
New
|
|
|
71
|
|
$143K
|
-$412K
|
-70,336
|
-76%
|
|
|
72
|
Wolverine Asset Management
Chicago,
Illinois
|
$135K
|
-$2.22M
|
-378,784
|
-95%
|
|
|
73
|
Bank of America
Charlotte,
North Carolina
|
$126K
|
-$335K
|
-57,136
|
-74%
|
|
|
74
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$117K
|
+$11.2K
|
+1,920
|
+12%
|
|
|
75
|
Kings Point Capital Management
Great Neck,
New York
|
$113K
|
–
|
–
|
–
|
|
