|
26
|
Segment Wealth Management
Houston,
Texas
|
$292K
|
–
|
–
|
–
|
|
|
27
|
Coldstream Capital Management
Bellevue,
Washington
|
$271K
|
+$255
|
+12
|
+0.1%
|
|
|
28
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$224K
|
+$222K
|
+10,453
|
New
|
|
|
29
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$219K
|
+$9.78K
|
+460
|
+5%
|
|
|
30
|
American International Group
New York
|
$157K
|
+$8.5K
|
+400
|
+6%
|
|
|
31
|
Pathstone Family Office
Englewood,
New Jersey
|
$59K
|
–
|
–
|
–
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$55K
|
–
|
–
|
–
|
|
|
33
|
MSI Financial Services
Springfield,
Massachusetts
|
$50K
|
+$50K
|
+2,352
|
New
|
|
|
34
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$43K
|
+$42.5K
|
+2,000
|
New
|
|
|
35
|
Ausdal Financial Partners
Davenport,
Iowa
|
$42K
|
+$42.1K
|
+1,980
|
New
|
|
|
36
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39K
|
–
|
–
|
–
|
|
|
37
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$37K
|
–
|
–
|
–
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$22K
|
+$10.2K
|
+481
|
+88%
|
|
|
39
|
Tradewinds Capital Management
Bellingham,
Washington
|
$10K
|
–
|
–
|
–
|
|
|
40
|
Tower Research Capital (TRC)
New York
|
$10K
|
+$10.4K
|
+487
|
New
|
|
|
41
|
Next Financial Group
Houston,
Texas
|
$4K
|
–
|
–
|
–
|
|
|
42
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1K
|
-$1.45K
|
-68
|
-60%
|
|
|
43
|
Guggenheim Capital
Chicago,
Illinois
|
–
|
-$1.09M
|
-52,590
|
Closed
|
|
|
44
|
Oppenheimer & Co
New York
|
–
|
-$377K
|
-18,200
|
Closed
|
|
|
45
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$253K
|
-12,205
|
Closed
|
|
