|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$313K
|
–
|
–
|
–
|
|
|
27
|
Proficio Capital Partners
Newton,
Massachusetts
|
$263K
|
+$84.5K
|
+6,000
|
+49%
|
|
|
28
|
Hollencrest Capital Management
Newport Beach,
California
|
$256K
|
–
|
–
|
–
|
|
|
29
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$249K
|
+$30K
|
+2,129
|
+14%
|
|
|
30
|
|
$238K
|
+$3.07K
|
+218
|
+1%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$232K
|
–
|
–
|
–
|
|
|
32
|
Westport Resources Management
Westport,
Connecticut
|
$216K
|
+$46.3K
|
+3,290
|
+28%
|
|
|
33
|
Pine River Capital Management
Minnetonka,
Minnesota
|
$213K
|
–
|
–
|
–
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$210K
|
+$197K
|
+14,000
|
+2,806%
|
|
|
35
|
Segment Wealth Management
Houston,
Texas
|
$207K
|
-$28.2K
|
-2,000
|
-12%
|
|
|
36
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$204K
|
–
|
–
|
–
|
|
|
37
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$203K
|
+$28K
|
+1,990
|
+16%
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$185K
|
–
|
–
|
–
|
|
|
39
|
Oppenheimer & Co
New York
|
$175K
|
-$38K
|
-2,700
|
-18%
|
|
|
40
|
American International Group
New York
|
$137K
|
-$14.1K
|
-1,000
|
-10%
|
|
|
41
|
SRH Advisors
Salina,
Kansas
|
$116K
|
–
|
–
|
–
|
|
|
42
|
Geneos Wealth Management
Englewood,
Colorado
|
$101K
|
+$99.4K
|
+7,060
|
New
|
|
|
43
|
WhitTier Trust Company
Reno,
Nevada
|
$61K
|
+$4.22K
|
+300
|
+8%
|
|
|
44
|
Gradient Investments
Arden Hills,
Minnesota
|
$45K
|
–
|
–
|
–
|
|
|
45
|
MCF Advisors
Covington,
Kentucky
|
$33K
|
+$422
|
+30
|
+1%
|
|
|
46
|
Next Financial Group
Houston,
Texas
|
$20K
|
+$19.7K
|
+1,400
|
New
|
|
|
47
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13K
|
–
|
–
|
–
|
|
|
48
|
Perkins Coie Trust Company
Seattle,
Washington
|
$12K
|
–
|
–
|
–
|
|
|
49
|
Patten Group
Chattanooga,
Tennessee
|
$2
|
–
|
–
|
–
|
|
|
50
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$797K
|
-57,745
|
Closed
|
|
