|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$135K
|
-$1.33M
|
-56,090
|
-89%
|
|
|
27
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$92K
|
+$81.2K
|
+3,418
|
+232%
|
|
|
28
|
WhitTier Trust Company
Reno,
Nevada
|
$91K
|
+$6.32K
|
+266
|
+6%
|
|
|
29
|
D.A. Davidson & Co
Great Falls,
Montana
|
$79K
|
+$95K
|
+4,000
|
+2,000%
|
|
|
30
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$55K
|
-$9.5K
|
-400
|
-12%
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$53K
|
+$66.5K
|
+2,800
|
New
|
|
|
32
|
Cordasco Financial Network
Naples,
Florida
|
$43K
|
-$43.6K
|
-1,835
|
-45%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$42K
|
–
|
–
|
–
|
|
|
34
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$27K
|
–
|
–
|
–
|
|
|
35
|
BlackRock Investment Management
Wilmington,
Delaware
|
$21K
|
+$26.1K
|
+1,097
|
New
|
|
|
36
|
MSI Financial Services
Springfield,
Massachusetts
|
$15K
|
-$495K
|
-20,826
|
-96%
|
|
|
37
|
SignatureFD
Atlanta,
Georgia
|
$11K
|
–
|
–
|
–
|
|
|
38
|
AllSquare Wealth Management
Albany,
New York
|
$8K
|
–
|
–
|
–
|
|
|
39
|
Gupta Wealth Management
San Diego,
California
|
$8K
|
+$9.91K
|
+417
|
New
|
|
|
40
|
American International Group
New York
|
$5K
|
+$475
|
+20
|
+9%
|
|
|
41
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4K
|
–
|
–
|
–
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
43
|
Joel Isaacson & Co
New York
|
$1K
|
–
|
–
|
–
|
|
|
44
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$2.61M
|
-88,460
|
Closed
|
|
|
45
|
United Capital Financial Advisors
Irving,
Texas
|
–
|
-$1.75M
|
-63,048
|
Closed
|
|
|
46
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
–
|
-$1.73M
|
-58,628
|
Closed
|
|
|
47
|
Northeast Financial Consultants
Westport,
Connecticut
|
–
|
-$511K
|
-17,300
|
Closed
|
|
|
48
|
HighTower Advisors
Chicago,
Illinois
|
–
|
-$389K
|
-13,152
|
Closed
|
|
|
49
|
Lebenthal Holdings
New York
|
–
|
-$261K
|
-10,406
|
Closed
|
|
|
50
|
Bard Associates
Chicago,
Illinois
|
–
|
-$275K
|
-9,305
|
Closed
|
|
