|
101
|
Telemus Capital
Southfield,
Michigan
|
$43K
|
–
|
–
|
–
|
|
|
102
|
Altium Wealth Management
Purchase,
New York
|
$43K
|
+$43.1K
|
+10,000
|
New
|
|
|
103
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$37K
|
–
|
–
|
–
|
|
|
104
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$30K
|
+$30.2K
|
+7,000
|
New
|
|
|
105
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$20K
|
–
|
–
|
–
|
|
|
106
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$17.3K
|
–
|
–
|
–
|
|
|
107
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$11K
|
–
|
–
|
–
|
|
|
108
|
Monetary Management Group
St Louis,
Missouri
|
$9K
|
–
|
–
|
–
|
|
|
109
|
JBF Capital
Aspen,
Colorado
|
$9K
|
+$9.49K
|
+2,200
|
New
|
|
|
110
|
IFP Advisors
Tampa,
Florida
|
$8K
|
–
|
–
|
–
|
|
|
111
|
Brown Brothers Harriman & Co
New York
|
$6K
|
–
|
–
|
–
|
|
|
112
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$6K
|
–
|
–
|
–
|
|
|
113
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
114
|
Truvestments Capital
Sarasota,
Florida
|
$4K
|
+$4.31K
|
+1,000
|
New
|
|
|
115
|
American Portfolios Advisors
Holbrook,
New York
|
$3.14K
|
-$2.16K
|
-500
|
-41%
|
|
|
116
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$2K
|
–
|
–
|
–
|
|
|
117
|
SeaCrest Wealth Management
Purchase,
New York
|
$1K
|
–
|
–
|
–
|
|
|
118
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
–
|
-$43K
|
-10,000
|
Closed
|
|
|
119
|
Centaurus Financial
Anaheim,
California
|
–
|
-$5K
|
-1,126
|
Closed
|
|
|
120
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$5K
|
-1,115
|
Closed
|
|
|
121
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$3K
|
-667
|
Closed
|
|
