|
26
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$280K
|
–
|
–
|
–
|
|
|
27
|
Fort Point Capital Partners
San Francisco,
California
|
$273K
|
+$123K
|
+11,078
|
+82%
|
|
|
28
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$262K
|
+$75.9K
|
+6,846
|
+41%
|
|
|
29
|
XML Financial
Bethesda,
Maryland
|
$257K
|
+$26.2K
|
+2,360
|
+11%
|
|
|
30
|
Bank of New York Mellon
New York
|
$215K
|
+$43.9K
|
+3,963
|
+26%
|
|
|
31
|
Almitas Capital
Santa Monica,
California
|
$198K
|
–
|
–
|
–
|
|
|
32
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$158K
|
–
|
–
|
–
|
|
|
33
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$154K
|
-$9.62K
|
-868
|
-6%
|
|
|
34
|
Catalina Capital Group
Torrance,
California
|
$126K
|
–
|
–
|
–
|
|
|
35
|
AllianceBernstein
Nashville,
Tennessee
|
$121K
|
–
|
–
|
–
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$112K
|
–
|
–
|
–
|
|
|
37
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$101K
|
+$47K
|
+4,236
|
+87%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$91.1K
|
+$56.2K
|
+5,070
|
+160%
|
|
|
39
|
American National Bank & Trust
Wichita Falls,
Texas
|
$52.4K
|
-$40K
|
-3,610
|
-43%
|
|
|
40
|
Avior Wealth Management
Omaha,
Nebraska
|
$40.8K
|
+$40.9K
|
+3,688
|
New
|
|
|
41
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11K
|
–
|
–
|
–
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4.48K
|
–
|
–
|
–
|
|
|
43
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$3.69K
|
–
|
–
|
–
|
|
|
44
|
FNY Investment Advisers
New York
|
$3K
|
–
|
–
|
–
|
|
|
45
|
IFP Advisors
Tampa,
Florida
|
$1.46K
|
+$11
|
+1
|
+0.8%
|
|
|
46
|
Comerica Bank
Dallas,
Texas
|
$317
|
-$144
|
-13
|
-31%
|
|
|
47
|
Matisse Capital
Portland,
Oregon
|
–
|
-$490K
|
-44,588
|
Closed
|
|
|
48
|
Fisher Asset Management
Camas,
Washington
|
–
|
-$239K
|
-21,727
|
Closed
|
|
|
49
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$187K
|
-17,059
|
Closed
|
|
|
50
|
|
–
|
-$102K
|
-9,261
|
Closed
|
|
