|
51
|
Capstone Asset Management
Houston,
Texas
|
$421K
|
–
|
–
|
–
|
|
|
52
|
Kingfisher Capital
Charlotte,
North Carolina
|
$384K
|
-$3.18M
|
-68,060
|
-89%
|
|
|
53
|
Independent Portfolio Consultants
Boca Raton,
Florida
|
$371K
|
–
|
–
|
–
|
|
|
54
|
Windham Capital Management
Boston,
Massachusetts
|
$236K
|
–
|
–
|
–
|
|
|
55
|
Cetera Advisors
Denver,
Colorado
|
$228K
|
+$233K
|
+4,990
|
New
|
|
|
56
|
Stifel Financial
St. Louis,
Missouri
|
$209K
|
+$214K
|
+4,574
|
New
|
|
|
57
|
Bison Wealth
Atlanta,
Georgia
|
$202K
|
+$207K
|
+4,424
|
New
|
|
|
58
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$140K
|
-$15.4K
|
-330
|
-10%
|
|
|
59
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$110K
|
+$113K
|
+2,412
|
New
|
|
|
60
|
Avior Wealth Management
Omaha,
Nebraska
|
$107K
|
+$93
|
+2
|
+0.1%
|
|
|
61
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$102K
|
-$180K
|
-3,862
|
-64%
|
|
|
62
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$102K
|
+$48.4K
|
+1,036
|
+86%
|
|
|
63
|
AllSquare Wealth Management
Albany,
New York
|
$75K
|
-$19.2K
|
-412
|
-20%
|
|
|
64
|
American International Group
New York
|
$74.2K
|
-$1.07M
|
-22,868
|
-93%
|
|
|
65
|
FolioMetrix
Omaha,
Nebraska
|
$72K
|
-$18.2K
|
-390
|
-20%
|
|
|
66
|
MSI Financial Services
Springfield,
Massachusetts
|
$64K
|
+$48K
|
+1,028
|
+278%
|
|
|
67
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$38K
|
+$38K
|
+814
|
New
|
|
|
68
|
AssetMark Inc
Concord,
California
|
$35K
|
-$7.93K
|
-170
|
-18%
|
|
|
69
|
Alerus Investment Advisors
Wayzata,
Minnesota
|
$33K
|
-$18.9K
|
-404
|
-36%
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$27K
|
-$107K
|
-2,292
|
-80%
|
|
|
71
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$25K
|
+$93
|
+2
|
+0.4%
|
|
|
72
|
Tower Research Capital (TRC)
New York
|
$19K
|
+$19.2K
|
+412
|
New
|
|
|
73
|
Ironwood Financial
Tucson,
Arizona
|
$18K
|
–
|
–
|
–
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17K
|
-$92K
|
-1,970
|
-84%
|
|
|
75
|
Optimum Investment Advisors
Chicago,
Illinois
|
$11K
|
–
|
–
|
–
|
|
