|
51
|
CPWM LLC
Seattle,
Washington
|
$150K
|
–
|
–
|
–
|
|
|
52
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$149K
|
+$24.5K
|
+1,833
|
+20%
|
|
|
53
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$147K
|
+$143K
|
+10,700
|
New
|
|
|
54
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$140K
|
+$136K
|
+10,203
|
New
|
|
|
55
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$128K
|
+$124K
|
+9,322
|
New
|
|
|
56
|
Avior Wealth Management
Omaha,
Nebraska
|
$41K
|
–
|
–
|
–
|
|
|
57
|
TCI Wealth Advisors
Tucson,
Arizona
|
$21K
|
+$20.2K
|
+1,512
|
New
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$20K
|
-$6.67K
|
-500
|
-25%
|
|
|
59
|
Webster Bank
Waterbury,
Connecticut
|
$16K
|
+$16K
|
+1,200
|
New
|
|
|
60
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$14K
|
–
|
–
|
–
|
|
|
61
|
Barrett Asset Management
New York
|
$11K
|
–
|
–
|
–
|
|
|
62
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$11K
|
–
|
–
|
–
|
|
|
63
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$7K
|
–
|
–
|
–
|
|
|
64
|
SEI Investments
Oaks,
Pennsylvania
|
$6K
|
–
|
–
|
–
|
|
|
65
|
Royal Fund Management
Lady Lake,
Florida
|
$6K
|
+$6.41K
|
+480
|
New
|
|
|
66
|
Barclays
London,
United Kingdom
|
$5K
|
–
|
–
|
–
|
|
|
67
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$5K
|
+$4.92K
|
+369
|
New
|
|
|
68
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4K
|
–
|
–
|
–
|
|
|
69
|
Millennium Management
New York
|
–
|
-$232K
|
-16,812
|
Closed
|
|
|
70
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$50K
|
-3,631
|
Closed
|
|
|
71
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
–
|
-$40K
|
-2,894
|
Closed
|
|
|
72
|
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
|
–
|
-$27K
|
-1,950
|
Closed
|
|
|
73
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
–
|
-$12K
|
-900
|
Closed
|
|
