|
26
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$104K
|
+$96K
|
+4,500
|
New
|
|
|
27
|
Steward Partners Investment Advisory
New York
|
$47K
|
+$23.4K
|
+1,095
|
+118%
|
|
|
28
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$46K
|
–
|
–
|
–
|
|
|
29
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$27K
|
+$619
|
+29
|
+3%
|
|
|
30
|
Avior Wealth Management
Omaha,
Nebraska
|
$18K
|
+$3.2K
|
+150
|
+23%
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$7K
|
+$43
|
+2
|
+0.7%
|
|
|
32
|
Panagora Asset Management
Boston,
Massachusetts
|
$4K
|
–
|
–
|
–
|
|
|
33
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
–
|
–
|
–
|
|
|
34
|
Matisse Capital
Portland,
Oregon
|
–
|
-$1.57M
|
-87,091
|
Closed
|
|
|
35
|
Parametric Portfolio Associates
Seattle,
Washington
|
–
|
-$626K
|
-34,799
|
Closed
|
|
|
36
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$382K
|
-21,238
|
Closed
|
|
|
37
|
Saba Capital Management
New York
|
–
|
-$333K
|
-18,529
|
Closed
|
|
|
38
|
Synovus Financial
Columbus,
Georgia
|
–
|
-$150K
|
-8,269
|
Closed
|
|
|
39
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$100K
|
-5,560
|
Closed
|
|
|
40
|
|
–
|
-$4K
|
-209
|
Closed
|
|
|
41
|
Fortis Advisors
Wayne,
Pennsylvania
|
–
|
-$3K
|
-170
|
Closed
|
|
|
42
|
Squar Milner Financial Services
Irvine,
California
|
–
|
-$1K
|
-100
|
Closed
|
|
