|
51
|
Rockefeller Capital Management
New York
|
$154K
|
+$2.98K
|
+160
|
+2%
|
|
|
52
|
West Oak Capital
Westlake Village,
California
|
$120K
|
-$22.3K
|
-1,200
|
-15%
|
|
|
53
|
Steward Partners Investment Advisory
New York
|
$116K
|
-$7.44K
|
-400
|
-6%
|
|
|
54
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$84K
|
–
|
–
|
–
|
|
|
55
|
American Portfolios Advisors
Holbrook,
New York
|
$52.9K
|
+$9.3K
|
+500
|
+21%
|
|
|
56
|
Webster Bank
Waterbury,
Connecticut
|
$41K
|
–
|
–
|
–
|
|
|
57
|
Geneos Wealth Management
Englewood,
Colorado
|
$40K
|
–
|
–
|
–
|
|
|
58
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$39K
|
+$781
|
+42
|
+2%
|
|
|
59
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$34K
|
–
|
–
|
–
|
|
|
60
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$28K
|
+$9.84K
|
+529
|
+51%
|
|
|
61
|
Next Financial Group
Houston,
Texas
|
$25K
|
–
|
–
|
–
|
|
|
62
|
Covington Capital Management
Los Angeles,
California
|
$24K
|
+$25.1K
|
+1,350
|
New
|
|
|
63
|
Harbour Investments
Madison,
Wisconsin
|
$23K
|
-$9.3K
|
-500
|
-28%
|
|
|
64
|
Edge Wealth Management
New York
|
$21K
|
–
|
–
|
–
|
|
|
65
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$18K
|
–
|
–
|
–
|
|
|
66
|
Estabrook Capital Management
New York
|
$10.9K
|
–
|
–
|
–
|
|
|
67
|
Allworth Financial
Folsom,
California
|
$2K
|
–
|
–
|
–
|
|
|
68
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$2K
|
–
|
–
|
–
|
|
|
69
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
–
|
-$374K
|
-20,000
|
Closed
|
|
|
70
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$228K
|
-12,185
|
Closed
|
|
|
71
|
Lindbrook Capital
Calabasas,
California
|
–
|
-$40K
|
-2,115
|
Closed
|
|
|
72
|
|
–
|
-$37K
|
-1,995
|
Closed
|
|
|
73
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
–
|
-$19K
|
-1,000
|
Closed
|
|
|
74
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
–
|
-$9K
|
-505
|
Closed
|
|
|
75
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
–
|
-$6K
|
-300
|
Closed
|
|
