|
26
|
Shaker Financial Services
Arlington,
Virginia
|
$226K
|
+$233K
|
+13,613
|
New
|
|
|
27
|
Financial Advocates Investment Management
Olympia,
Washington
|
$215K
|
+$222K
|
+12,985
|
New
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$208K
|
–
|
–
|
–
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$201K
|
+$13.7K
|
+803
|
+7%
|
|
|
30
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$201K
|
+$207K
|
+12,100
|
New
|
|
|
31
|
Advisory Services Network
Atlanta,
Georgia
|
$200K
|
-$3.85K
|
-225
|
-2%
|
|
|
32
|
Mariner Investment Group
Harrison,
New York
|
$195K
|
+$200K
|
+11,724
|
New
|
|
|
33
|
Penserra Capital Management
Orinda,
California
|
$99K
|
+$43.3K
|
+2,530
|
+73%
|
|
|
34
|
IHT Wealth Management
Chicago,
Illinois
|
$65K
|
-$2.09K
|
-122
|
-3%
|
|
|
35
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$58K
|
–
|
–
|
–
|
|
|
36
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33K
|
-$14.5K
|
-850
|
-30%
|
|
|
37
|
SEI Investments
Oaks,
Pennsylvania
|
$18K
|
+$18.8K
|
+1,100
|
New
|
|
|
38
|
Global Retirement Partners
San Rafael,
California
|
$7K
|
–
|
–
|
–
|
|
|
39
|
IFP Advisors
Tampa,
Florida
|
$4K
|
-$287K
|
-16,760
|
-99%
|
|
|
40
|
Geneos Wealth Management
Englewood,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
41
|
NWAM LLC
Mercer Island,
Washington
|
–
|
-$361K
|
-20,758
|
Closed
|
|
|
42
|
Doliver Advisors
Houston,
Texas
|
–
|
-$305K
|
-17,572
|
Closed
|
|
|
43
|
AE Wealth Management
Topeka,
Kansas
|
–
|
-$305K
|
-17,567
|
Closed
|
|
|
44
|
Stifel Financial
St. Louis,
Missouri
|
–
|
-$266K
|
-15,446
|
Closed
|
|
|
45
|
Investment Centers of America
Bismarck,
North Dakota
|
–
|
-$207K
|
-11,906
|
Closed
|
|
|
46
|
Gemmer Asset Management
Walnut Creek,
California
|
–
|
-$79K
|
-4,566
|
Closed
|
|
