|
26
|
McRae Capital Management
Morristown,
New Jersey
|
$316K
|
+$5.24K
|
+349
|
+2%
|
|
|
27
|
Lido Advisors
Los Angeles,
California
|
$315K
|
–
|
–
|
–
|
|
|
28
|
UBS Group
Zurich,
Switzerland
|
$286K
|
+$38.8K
|
+2,587
|
+16%
|
|
|
29
|
Caldwell Sutter Capital
Sausalito,
California
|
$249K
|
–
|
–
|
–
|
|
|
30
|
MML Investors Services
Springfield,
Massachusetts
|
$229K
|
-$45K
|
-2,999
|
-17%
|
|
|
31
|
IFG Advisory
Atlanta,
Georgia
|
$224K
|
–
|
–
|
–
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$223K
|
-$1.09M
|
-72,663
|
-83%
|
|
|
33
|
J.W. Cole Advisors
Tampa,
Florida
|
$218K
|
+$15.5K
|
+1,031
|
+8%
|
|
|
34
|
Barings
Charlotte,
North Carolina
|
$207K
|
+$6.87K
|
+458
|
+3%
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$203K
|
–
|
–
|
–
|
|
|
36
|
Comerica Bank
Dallas,
Texas
|
$182K
|
–
|
–
|
–
|
|
|
37
|
Bay Colony Advisors
Concord,
Massachusetts
|
$163K
|
+$161K
|
+10,747
|
New
|
|
|
38
|
Transcend Capital Advisors
Madison,
New Jersey
|
$152K
|
–
|
–
|
–
|
|
|
39
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$65K
|
–
|
–
|
–
|
|
|
40
|
SOA Wealth Advisors
New York
|
$37.2K
|
+$765
|
+51
|
+2%
|
|
|
41
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$25.8K
|
–
|
–
|
–
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$16.2K
|
–
|
–
|
–
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$15K
|
–
|
–
|
–
|
|
|
44
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$12.1K
|
+$12K
|
+800
|
New
|
|
|
45
|
FNY Investment Advisers
New York
|
$12K
|
+$12K
|
+800
|
New
|
|
|
46
|
Asset Dedication LLC
San Francisco,
California
|
$1.2K
|
-$5.36K
|
-357
|
-82%
|
|
|
47
|
Creekmur Asset Management
Morton,
Illinois
|
$124
|
–
|
–
|
–
|
|
|
48
|
Vivaldi Capital Management
Chicago,
Illinois
|
–
|
-$1.13M
|
-78,224
|
Closed
|
|
|
49
|
Park Avenue Securities
New York
|
–
|
-$1.02M
|
-70,311
|
Closed
|
|
|
50
|
Pathstone Holdings
Englewood,
New Jersey
|
–
|
-$576K
|
-39,860
|
Closed
|
|
