|
26
|
Freestone Capital Holdings
Seattle,
Washington
|
$229K
|
+$244K
|
+7,600
|
New
|
|
|
27
|
Lazard Asset Management
New York
|
$210K
|
–
|
–
|
–
|
|
|
28
|
Focused Wealth Management
Newburgh,
New York
|
$139K
|
+$148K
|
+4,607
|
New
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$89K
|
+$39.9K
|
+1,243
|
+73%
|
|
|
30
|
MSI Financial Services
Springfield,
Massachusetts
|
$33K
|
+$6.42K
|
+200
|
+23%
|
|
|
31
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$33K
|
+$35.2K
|
+1,097
|
New
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$33K
|
+$35.3K
|
+1,100
|
New
|
|
|
33
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$19K
|
+$450
|
+14
|
+2%
|
|
|
34
|
|
$15K
|
+$482
|
+15
|
+3%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$12K
|
+$9.48K
|
+295
|
+286%
|
|
|
36
|
|
$12K
|
+$12.8K
|
+400
|
New
|
|
|
37
|
American International Group
New York
|
$7K
|
-$2.35K
|
-73
|
-23%
|
|
|
38
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$6K
|
–
|
–
|
–
|
|
|
39
|
CapWealth Advisors
Franklin,
Tennessee
|
$3K
|
–
|
–
|
–
|
|
|
40
|
Klingman & Associates
New York
|
$2K
|
+$1.61K
|
+50
|
New
|
|
|
41
|
|
–
|
-$2.97M
|
-96,218
|
Closed
|
|
|
42
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
–
|
-$543K
|
-17,595
|
Closed
|
|
|
43
|
Gupta Wealth Management
San Diego,
California
|
–
|
-$69K
|
-2,235
|
Closed
|
|
|
44
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
–
|
-$22K
|
-725
|
Closed
|
|
|
45
|
Regal Investment Advisors
Kentwood,
Michigan
|
–
|
-$16K
|
-550
|
Closed
|
|
|
46
|
Tower Research Capital (TRC)
New York
|
–
|
-$14K
|
-456
|
Closed
|
|
