|
26
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$534K
|
–
|
–
|
–
|
|
|
27
|
Vivaldi Capital Management
Chicago,
Illinois
|
$528K
|
-$6.49K
|
-744
|
-1%
|
|
|
28
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$305K
|
-$549
|
-63
|
-0.2%
|
|
|
29
|
Fort Point Capital Partners
San Francisco,
California
|
$290K
|
+$140K
|
+16,004
|
+81%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$258K
|
-$47.2K
|
-5,416
|
-15%
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$253K
|
+$12K
|
+1,372
|
+6%
|
|
|
32
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$240K
|
+$1.32K
|
+151
|
+0.5%
|
|
|
33
|
MKT Advisors
Escondido,
California
|
$226K
|
–
|
–
|
–
|
|
|
34
|
Diligent Investors
Redlands,
California
|
$162K
|
–
|
–
|
–
|
|
|
35
|
Matisse Capital
Portland,
Oregon
|
$148K
|
–
|
–
|
–
|
|
|
36
|
Raymond James & Associates
St Petersburg,
Florida
|
$144K
|
+$67.2K
|
+7,706
|
+77%
|
|
|
37
|
SteelPeak Wealth
Woodland Hills,
California
|
$140K
|
–
|
–
|
–
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$122K
|
+$131K
|
+15,052
|
New
|
|
|
39
|
Envestnet Asset Management
Chicago,
Illinois
|
$121K
|
+$130K
|
+14,960
|
New
|
|
|
40
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$111K
|
-$12K
|
-1,374
|
-9%
|
|
|
41
|
Tortoise Investment Management
White Plains,
New York
|
$97.4K
|
–
|
–
|
–
|
|
|
42
|
Alethea Capital Management
Mercer Island,
Washington
|
$86.5K
|
-$21.5K
|
-2,471
|
-19%
|
|
|
43
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$81.2K
|
–
|
–
|
–
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$73.9K
|
+$13K
|
+1,486
|
+20%
|
|
|
45
|
|
$48.3K
|
+$46.9K
|
+5,379
|
+949%
|
|
|
46
|
Steward Partners Investment Advisory
New York
|
$29.6K
|
–
|
–
|
–
|
|
|
47
|
Hollencrest Capital Management
Newport Beach,
California
|
$22.5K
|
–
|
–
|
–
|
|
|
48
|
UMB Bank
Kansas City,
Missouri
|
$15K
|
–
|
–
|
–
|
|
|
49
|
Albion Financial Group
Salt Lake City,
Utah
|
$4.36K
|
–
|
–
|
–
|
|
|
50
|
Snowden Capital Advisors
New York
|
–
|
-$748K
|
-84,027
|
Closed
|
|
