|
26
|
Sterneck Capital Management
Kansas City,
Missouri
|
$380K
|
–
|
–
|
–
|
|
|
27
|
Latash Investments
Anchorage,
Alaska
|
$283K
|
–
|
–
|
–
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$277K
|
-$108K
|
-10,941
|
-26%
|
|
|
29
|
Curi RMB Capital
Chicago,
Illinois
|
$275K
|
+$304K
|
+30,755
|
New
|
|
|
30
|
Matisse Capital
Portland,
Oregon
|
$273K
|
-$19.8K
|
-2,000
|
-6%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$262K
|
-$346
|
-35
|
-0.1%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$207K
|
-$102K
|
-10,369
|
-31%
|
|
|
33
|
Landscape Capital Management
Englewood,
New Jersey
|
$202K
|
+$223K
|
+22,587
|
New
|
|
|
34
|
|
$200K
|
+$220K
|
+22,318
|
New
|
|
|
35
|
Steward Partners Investment Advisory
New York
|
$195K
|
-$151K
|
-15,300
|
-41%
|
|
|
36
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$193K
|
-$8.37K
|
-847
|
-4%
|
|
|
37
|
RGT Wealth Advisors
Dallas,
Texas
|
$179K
|
+$198K
|
+20,000
|
New
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$160K
|
-$150K
|
-15,233
|
-46%
|
|
|
39
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$84K
|
+$1.49K
|
+151
|
+2%
|
|
|
40
|
Advisornet Financial
Minnetonka,
Minnesota
|
$16K
|
-$9.88K
|
-1,000
|
-36%
|
|
|
41
|
First Horizon Advisors
Memphis,
Tennessee
|
$13K
|
–
|
–
|
–
|
|
|
42
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
43
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$5K
|
+$5.93K
|
+600
|
New
|
|
|
44
|
Washington Trust
Westerly,
Rhode Island
|
$3K
|
+$3.21K
|
+325
|
New
|
|
|
45
|
Anchor Investment Management
Columbia,
South Carolina
|
$2.86K
|
–
|
–
|
–
|
|
|
46
|
American Portfolios Advisors
Holbrook,
New York
|
$2.01K
|
–
|
–
|
–
|
|
|
47
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$2K
|
–
|
–
|
–
|
|
|
48
|
Parallel Advisors
San Francisco,
California
|
$2K
|
–
|
–
|
–
|
|
|
49
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
–
|
-$203K
|
-20,305
|
Closed
|
|
|
50
|
Prospera Financial Services
Dallas,
Texas
|
–
|
-$177K
|
-17,650
|
Closed
|
|
