|
201
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
$26K
|
–
|
–
|
–
|
|
|
202
|
Raffa Wealth Management
Washington,
District of Columbia
|
$20.9K
|
–
|
–
|
–
|
|
|
203
|
Legal & General Group
London,
United Kingdom
|
$20K
|
–
|
–
|
–
|
|
|
204
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$17K
|
–
|
–
|
–
|
|
|
205
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$17K
|
+$370
|
+4
|
+2%
|
|
|
206
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$15K
|
+$16.3K
|
+176
|
New
|
|
|
207
|
Patten Group
Chattanooga,
Tennessee
|
$14.9K
|
+$15.3K
|
+165
|
New
|
|
|
208
|
Bessemer Group
Woodbridge,
New Jersey
|
$14K
|
+$13.9K
|
+150
|
New
|
|
|
209
|
Kings Point Capital Management
Great Neck,
New York
|
$12K
|
–
|
–
|
–
|
|
|
210
|
SignatureFD
Atlanta,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
211
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$7K
|
-$7.59K
|
-82
|
-50%
|
|
|
212
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$7K
|
+$7.13K
|
+77
|
New
|
|
|
213
|
Country Trust Bank
Bloomington,
Illinois
|
$6K
|
–
|
–
|
–
|
|
|
214
|
Evercore Wealth Management
New York
|
$6K
|
–
|
–
|
–
|
|
|
215
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$4K
|
+$93
|
+1
|
+2%
|
|
|
216
|
Wealthfront
Palo Alto,
California
|
$3K
|
+$833
|
+9
|
+45%
|
|
|
217
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.01K
|
-$530K
|
-5,723
|
-21%
|
|
|
218
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$96
|
+$35.1K
|
+379
|
+56%
|
|
|
219
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
–
|
-$8.82M
|
-94,717
|
Closed
|
|
|
220
|
Concorde Asset Management
Ann Arbor,
Michigan
|
–
|
-$1.23M
|
-13,363
|
Closed
|
|
|
221
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$1.17M
|
-12,715
|
Closed
|
|
|
222
|
Madison Investment Holdings
Madison,
Wisconsin
|
–
|
-$929K
|
-10,103
|
Closed
|
|
|
223
|
Argent Trust Company
Ruston,
Louisiana
|
–
|
-$642K
|
-6,988
|
Closed
|
|
|
224
|
|
–
|
-$504K
|
-5,476
|
Closed
|
|
|
225
|
Investors Capital Advisory Services
Lynnfield,
Massachusetts
|
–
|
-$248K
|
-2,706
|
Closed
|
|
