|
51
|
Institute for Wealth Management
Denver,
Colorado
|
$168K
|
+$171K
|
+10,619
|
New
|
|
|
52
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$162K
|
-$37.1K
|
-2,300
|
-18%
|
|
|
53
|
US Bancorp
Minneapolis,
Minnesota
|
$159K
|
–
|
–
|
–
|
|
|
54
|
Horrell Capital Management
Little Rock,
Arkansas
|
$143K
|
–
|
–
|
–
|
|
|
55
|
Ruggie Capital Group
Tavares,
Florida
|
$143K
|
+$145K
|
+9,000
|
New
|
|
|
56
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$127K
|
-$19.6K
|
-1,219
|
-13%
|
|
|
57
|
Creative Planning
Overland Park,
Kansas
|
$86K
|
-$8.17K
|
-507
|
-9%
|
|
|
58
|
Lenox Wealth Advisors
New York
|
$48K
|
–
|
–
|
–
|
|
|
59
|
YorkBridge Wealth Partners
New York
|
$48K
|
–
|
–
|
–
|
|
|
60
|
Steward Partners Investment Advisory
New York
|
$35K
|
–
|
–
|
–
|
|
|
61
|
Penserra Capital Management
Orinda,
California
|
$18K
|
+$1.71K
|
+106
|
+10%
|
|
|
62
|
Arax Advisory Partners
Denver,
Colorado
|
$5K
|
+$113
|
+7
|
+2%
|
|
|
63
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4K
|
–
|
–
|
–
|
|
|
64
|
|
$3K
|
+$16
|
+1
|
+0.5%
|
|
|
65
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$2K
|
–
|
–
|
–
|
|
|
66
|
Ameriprise
Minneapolis,
Minnesota
|
–
|
-$2.43M
|
-153,242
|
Closed
|
|
|
67
|
Yorktown Management & Research Company
Forest,
Virginia
|
–
|
-$1.43M
|
-90,000
|
Closed
|
|
|
68
|
Mariner Investment Group
Harrison,
New York
|
–
|
-$760K
|
-48,000
|
Closed
|
|
|
69
|
|
–
|
-$185K
|
-11,668
|
Closed
|
|
|
70
|
Concert Wealth Management
San Jose,
California
|
–
|
-$162K
|
-10,619
|
Closed
|
|
|
71
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$168K
|
-10,600
|
Closed
|
|
|
72
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$99K
|
-6,243
|
Closed
|
|
|
73
|
Blume Capital Management
Berkeley,
California
|
–
|
-$51K
|
-3,200
|
Closed
|
|
|
74
|
SEI Investments
Oaks,
Pennsylvania
|
–
|
-$1K
|
-79
|
Closed
|
|
