|
26
|
Strategic Investment Management
Arlington,
Virginia
|
$155K
|
+$154K
|
+12,000
|
New
|
|
|
27
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$126K
|
-$19.2K
|
-1,504
|
-13%
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$71K
|
+$1.56K
|
+122
|
+2%
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$49K
|
-$13K
|
-1,015
|
-21%
|
|
|
30
|
Next Financial Group
Houston,
Texas
|
$44K
|
–
|
–
|
–
|
|
|
31
|
D.A. Davidson & Co
Great Falls,
Montana
|
$24K
|
–
|
–
|
–
|
|
|
32
|
Gradient Investments
Arden Hills,
Minnesota
|
$21K
|
–
|
–
|
–
|
|
|
33
|
MSI Financial Services
Springfield,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
34
|
Huntington National Bank
Columbus,
Ohio
|
$18K
|
–
|
–
|
–
|
|
|
35
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13K
|
-$15.4K
|
-1,206
|
-55%
|
|
|
36
|
Advisor Group
Phoenix,
Arizona
|
$12K
|
–
|
–
|
–
|
|
|
37
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$12K
|
+$10.2K
|
+800
|
+1,096%
|
|
|
38
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$10K
|
–
|
–
|
–
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7K
|
–
|
–
|
–
|
|
|
40
|
Focused Wealth Management
Newburgh,
New York
|
$6K
|
–
|
–
|
–
|
|
|
41
|
IFP Advisors
Tampa,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
42
|
SEI Investments
Oaks,
Pennsylvania
|
$2K
|
+$205
|
+16
|
+9%
|
|
|
43
|
Zions Bancorporation
Salt Lake City,
Utah
|
$2K
|
+$2.11K
|
+165
|
New
|
|
|
44
|
Tradewinds Capital Management
Bellingham,
Washington
|
$1K
|
–
|
–
|
–
|
|
|
45
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$629K
|
-49,937
|
Closed
|
|
|
46
|
Mariner Investment Group
Harrison,
New York
|
–
|
-$288K
|
-22,884
|
Closed
|
|
|
47
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$242K
|
-19,189
|
Closed
|
|
|
48
|
TFS Capital
West Chester,
Pennsylvania
|
–
|
-$166K
|
-13,203
|
Closed
|
|
|
49
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$4K
|
-309
|
Closed
|
|
|
50
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
–
|
-$1K
|
-67
|
Closed
|
|
