|
26
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$180K
|
–
|
–
|
–
|
|
|
27
|
|
$178K
|
+$178K
|
+12,231
|
New
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$176K
|
+$176K
|
+12,083
|
New
|
|
|
29
|
Williams Jones Wealth Management
New York
|
$174K
|
–
|
–
|
–
|
|
|
30
|
Comerica Bank
Dallas,
Texas
|
$166K
|
-$15.3K
|
-1,053
|
-8%
|
|
|
31
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$146K
|
–
|
–
|
–
|
|
|
32
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$143K
|
+$33.3K
|
+2,285
|
+30%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$137K
|
-$352K
|
-24,150
|
-72%
|
|
|
34
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$132K
|
+$40.8K
|
+2,800
|
+44%
|
|
|
35
|
Westchester Capital Management (New York)
Valhalla,
New York
|
$117K
|
-$44.5K
|
-3,059
|
-27%
|
|
|
36
|
|
$89.1K
|
–
|
–
|
–
|
|
|
37
|
Avior Wealth Management
Omaha,
Nebraska
|
$45.2K
|
-$45.7K
|
-3,138
|
-50%
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$44.3K
|
–
|
–
|
–
|
|
|
39
|
Anchor Investment Management
Columbia,
South Carolina
|
$39.3K
|
–
|
–
|
–
|
|
|
40
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$29.1K
|
–
|
–
|
–
|
|
|
41
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$27.6K
|
–
|
–
|
–
|
|
|
42
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$27.2K
|
–
|
–
|
–
|
|
|
43
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.5K
|
+$19.5K
|
+1,340
|
New
|
|
|
44
|
Allworth Financial
Folsom,
California
|
$13.4K
|
–
|
–
|
–
|
|
|
45
|
NewEdge Advisors
New Orleans,
Louisiana
|
$4.36K
|
–
|
–
|
–
|
|
|
46
|
AssetMark Inc
Concord,
California
|
$567
|
–
|
–
|
–
|
|
|
47
|
Principal Securities
Des Moines,
Iowa
|
$145
|
–
|
–
|
–
|
|
|
48
|
Zazove Associates
Incline Village,
Nevada
|
–
|
-$207K
|
-14,507
|
Closed
|
|
|
49
|
Jones Road Capital Management
New York
|
–
|
-$200K
|
-14,014
|
Closed
|
|
|
50
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$195K
|
-13,694
|
Closed
|
|
