|
26
|
Cerity Partners OCIO
New York
|
$230K
|
+$291K
|
+4,928
|
New
|
|
|
27
|
Shufro Rose & Co
New York
|
$204K
|
+$258K
|
+4,371
|
New
|
|
|
28
|
55I LLC
Boston,
Massachusetts
|
$203K
|
+$234K
|
+3,968
|
New
|
|
|
29
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$203K
|
+$257K
|
+4,351
|
New
|
|
|
30
|
Regal Wealth Group
Seal Beach,
California
|
$201K
|
+$1.3K
|
+22
|
+0.5%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$166K
|
+$188K
|
+3,184
|
+821%
|
|
|
32
|
Pflug Koory
Omaha,
Nebraska
|
$151K
|
–
|
–
|
–
|
|
|
33
|
Advisory Services Network
Atlanta,
Georgia
|
$55K
|
+$39.5K
|
+670
|
+133%
|
|
|
34
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$46K
|
–
|
–
|
–
|
|
|
35
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$46K
|
+$58.6K
|
+994
|
New
|
|
|
36
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$19K
|
+$23.6K
|
+400
|
New
|
|
|
37
|
Cordasco Financial Network
Naples,
Florida
|
$7K
|
–
|
–
|
–
|
|
|
38
|
American Portfolios Advisors
Holbrook,
New York
|
$3.08K
|
–
|
–
|
–
|
|
|
39
|
|
$1K
|
–
|
–
|
–
|
|
|
40
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
41
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
–
|
-$23.4M
|
-365,582
|
Closed
|
|
|
42
|
United Services Automobile Association
San Antonio,
Texas
|
–
|
-$19.2M
|
-300,000
|
Closed
|
|
|
43
|
Victory Capital Management
San Antonio,
Texas
|
–
|
-$19.2M
|
-300,000
|
Closed
|
|
|
44
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
–
|
-$2.49M
|
-38,911
|
Closed
|
|
|
45
|
|
–
|
-$1.21M
|
-18,939
|
Closed
|
|
|
46
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
–
|
-$693K
|
-10,830
|
Closed
|
|
|
47
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$539K
|
-8,429
|
Closed
|
|
|
48
|
Raymond James & Associates
St Petersburg,
Florida
|
–
|
-$363K
|
-5,673
|
Closed
|
|
|
49
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
–
|
-$299K
|
-4,681
|
Closed
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$240K
|
-3,746
|
Closed
|
|
