|
1
|
Novare Capital Management
Charlotte,
North Carolina
|
$14.2M
|
-$1.09M
|
-39,137
|
-8%
|
|
|
2
|
|
$11.1M
|
+$544K
|
+19,499
|
+6%
|
|
|
3
|
Watchman Group
Plano,
Texas
|
$3.32M
|
+$3.12M
|
+111,626
|
New
|
|
|
4
|
|
$2.79M
|
+$2.13M
|
+76,236
|
New
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.65M
|
+$2.49M
|
+89,140
|
New
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$2.64M
|
+$2.47M
|
+88,665
|
New
|
|
|
7
|
Advisory Services Network
Atlanta,
Georgia
|
$1.79M
|
+$63.9K
|
+2,289
|
+4%
|
|
|
8
|
Atwood & Palmer
Kansas City,
Missouri
|
$1.41M
|
+$173K
|
+6,205
|
+15%
|
|
|
9
|
Fulton Bank
Lancaster,
Pennsylvania
|
$1.39M
|
+$1.3M
|
+46,734
|
New
|
|
|
10
|
InTrack Investment Management
South Burlington,
Vermont
|
$1.21M
|
+$1.13M
|
+40,618
|
New
|
|
|
11
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$921K
|
+$618K
|
+22,145
|
+250%
|
|
|
12
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$845K
|
+$4.58K
|
+164
|
+0.6%
|
|
|
13
|
GTS Securities
Miami,
Florida
|
$792K
|
+$744K
|
+26,656
|
New
|
|
|
14
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$544K
|
+$83.7K
|
+3,000
|
+20%
|
|
|
15
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$513K
|
+$254K
|
+9,104
|
+112%
|
|
|
16
|
CIBC World Market
Toronto,
Ontario, Canada
|
$316K
|
-$14K
|
-500
|
-4%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$211K
|
+$198K
|
+7,092
|
New
|
|
|
18
|
Fisher Asset Management
Camas,
Washington
|
$205K
|
+$192K
|
+6,894
|
New
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$143K
|
+$134K
|
+4,806
|
New
|
|
|
20
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
–
|
-$12M
|
-446,384
|
Closed
|
|
