|
51
|
Wealth Architects
Mountain View,
California
|
$354K
|
+$363K
|
+15,890
|
New
|
|
|
52
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$323K
|
+$331K
|
+14,481
|
New
|
|
|
53
|
Stringer Asset Management
Memphis,
Tennessee
|
$312K
|
-$89.8K
|
-3,936
|
-22%
|
|
|
54
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$302K
|
+$79K
|
+3,462
|
+34%
|
|
|
55
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$297K
|
+$14.9K
|
+652
|
+5%
|
|
|
56
|
Lazard Asset Management
New York
|
$165K
|
-$895K
|
-39,204
|
-84%
|
|
|
57
|
Cornerstone Advisors (Washington)
Bellevue,
Washington
|
$63K
|
–
|
–
|
–
|
|
|
58
|
Exchange Capital Management
Ann Arbor,
Michigan
|
$62K
|
-$154K
|
-6,732
|
-70%
|
|
|
59
|
Howe & Rusling
Rochester,
New York
|
$62K
|
–
|
–
|
–
|
|
|
60
|
Envestnet Asset Management
Chicago,
Illinois
|
$59K
|
-$3.77K
|
-165
|
-6%
|
|
|
61
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$26K
|
–
|
–
|
–
|
|
|
62
|
|
$23K
|
+$24K
|
+1,050
|
New
|
|
|
63
|
WhitTier Trust Company
Reno,
Nevada
|
$17K
|
–
|
–
|
–
|
|
|
64
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$17K
|
+$17.4K
|
+764
|
New
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$10K
|
–
|
–
|
–
|
|
|
66
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$10K
|
+$10.5K
|
+462
|
New
|
|
|
67
|
MSI Financial Services
Springfield,
Massachusetts
|
$5K
|
–
|
–
|
–
|
|
|
68
|
US Bancorp
Minneapolis,
Minnesota
|
$4K
|
+$3.95K
|
+173
|
New
|
|
|
69
|
Gary Goldberg Planning Services
Suffern,
New York
|
$3K
|
–
|
–
|
–
|
|
|
70
|
|
–
|
-$4.35M
|
-185,873
|
Closed
|
|
|
71
|
Flow Traders U.S.
New York
|
–
|
-$4.14M
|
-177,257
|
Closed
|
|
|
72
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.22M
|
-52,245
|
Closed
|
|
|
73
|
Madison Investment Holdings
Madison,
Wisconsin
|
–
|
-$274K
|
-11,703
|
Closed
|
|
|
74
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$84K
|
-3,581
|
Closed
|
|
|
75
|
Next Financial Group
Houston,
Texas
|
–
|
-$12K
|
-494
|
Closed
|
|
