|
26
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$228K
|
-$65.4K
|
-1,699
|
-23%
|
|
|
27
|
Norris Perne & French
Grand Rapids,
Michigan
|
$227K
|
+$223K
|
+5,800
|
New
|
|
|
28
|
Partnervest Advisory Services
Santa Barbara,
California
|
$209K
|
-$188K
|
-4,886
|
-48%
|
|
|
29
|
Avior Wealth Management
Omaha,
Nebraska
|
$148K
|
+$146K
|
+3,789
|
New
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$129K
|
–
|
–
|
–
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$103K
|
+$102K
|
+2,641
|
New
|
|
|
32
|
Archford Capital Strategies
Swansea,
Illinois
|
$98K
|
+$96.3K
|
+2,503
|
New
|
|
|
33
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$92K
|
+$25.4K
|
+660
|
+39%
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$88K
|
+$87K
|
+2,261
|
New
|
|
|
35
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$81K
|
–
|
–
|
–
|
|
|
36
|
CKW Financial Group
Honolulu,
Hawaii
|
$71K
|
+$3.73K
|
+97
|
+6%
|
|
|
37
|
American International Group
New York
|
$47.2K
|
–
|
–
|
–
|
|
|
38
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$29K
|
+$28.7K
|
+747
|
New
|
|
|
39
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$17K
|
–
|
–
|
–
|
|
|
40
|
Focused Wealth Management
Newburgh,
New York
|
$10K
|
–
|
–
|
–
|
|
|
41
|
Tower Research Capital (TRC)
New York
|
$5K
|
+$4.85K
|
+126
|
New
|
|
|
42
|
Managed Account Advisors
Jersey City,
New Jersey
|
–
|
-$2.13M
|
-55,240
|
Closed
|
|
|
43
|
Cahill Financial Advisors
Edina,
Minnesota
|
–
|
-$358K
|
-9,280
|
Closed
|
|
|
44
|
CPWM LLC
Seattle,
Washington
|
–
|
-$333K
|
-8,647
|
Closed
|
|
|
45
|
Detwiler Fenton Investment Management
Boston,
Massachusetts
|
–
|
-$211K
|
-5,486
|
Closed
|
|
|
46
|
First Allied Asset Management
San Diego,
California
|
–
|
-$205K
|
-5,319
|
Closed
|
|
|
47
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$3K
|
-80
|
Closed
|
|
