|
26
|
Atria Investments
Charlotte,
North Carolina
|
$777K
|
+$765K
|
+36,052
|
New
|
|
|
27
|
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
$708K
|
–
|
–
|
–
|
|
|
28
|
American International Group
New York
|
$561K
|
+$534K
|
+25,196
|
+3,103%
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$554K
|
+$19.3K
|
+912
|
+4%
|
|
|
30
|
Westport Resources Management
Westport,
Connecticut
|
$431K
|
+$50.9K
|
+2,400
|
+14%
|
|
|
31
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$416K
|
+$409K
|
+19,272
|
New
|
|
|
32
|
Millennium Management
New York
|
$412K
|
+$405K
|
+19,096
|
New
|
|
|
33
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$300K
|
+$21.5K
|
+1,012
|
+8%
|
|
|
34
|
Bank of America
Charlotte,
North Carolina
|
$279K
|
-$449K
|
-21,188
|
-62%
|
|
|
35
|
HighTower Advisors
Chicago,
Illinois
|
$259K
|
–
|
–
|
–
|
|
|
36
|
|
$251K
|
-$3.01M
|
-141,812
|
-92%
|
|
|
37
|
D. Scott Neal
Lexington,
Kentucky
|
$224K
|
–
|
–
|
–
|
|
|
38
|
Cerity Partners OCIO
New York
|
$222K
|
+$218K
|
+10,284
|
New
|
|
|
39
|
|
$219K
|
+$216K
|
+10,176
|
New
|
|
|
40
|
First Allied Asset Management
San Diego,
California
|
$216K
|
+$212K
|
+10,012
|
New
|
|
|
41
|
KMS Financial Services
Seattle,
Washington
|
$214K
|
+$211K
|
+9,940
|
New
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$107K
|
+$105K
|
+4,948
|
New
|
|
|
43
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$96K
|
+$94.3K
|
+4,444
|
New
|
|
|
44
|
CapWealth Advisors
Franklin,
Tennessee
|
$70K
|
–
|
–
|
–
|
|
|
45
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$60K
|
+$59.4K
|
+2,800
|
New
|
|
|
46
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$48K
|
+$47.5K
|
+2,240
|
New
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$38K
|
+$17K
|
+800
|
+83%
|
|
|
48
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$38K
|
+$36.9K
|
+1,740
|
New
|
|
|
49
|
Bessemer Group
Woodbridge,
New Jersey
|
$28K
|
–
|
–
|
–
|
|
|
50
|
US Bancorp
Minneapolis,
Minnesota
|
$26K
|
+$25.9K
|
+1,220
|
New
|
|
