|
26
|
Rockefeller Capital Management
New York
|
$164K
|
–
|
–
|
–
|
|
|
27
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$161K
|
–
|
–
|
–
|
|
|
28
|
D'Orazio & Associates
Falls Church,
Virginia
|
$112K
|
–
|
–
|
–
|
|
|
29
|
US Bancorp
Minneapolis,
Minnesota
|
$74K
|
+$72.3K
|
+4,967
|
New
|
|
|
30
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$54K
|
–
|
–
|
–
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$50K
|
–
|
–
|
–
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$45K
|
–
|
–
|
–
|
|
|
33
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$44K
|
+$160
|
+11
|
+0.4%
|
|
|
34
|
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
$37K
|
–
|
–
|
–
|
|
|
35
|
FSA Wealth Management
Needham,
Massachusetts
|
$24K
|
–
|
–
|
–
|
|
|
36
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$22K
|
–
|
–
|
–
|
|
|
37
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$19K
|
–
|
–
|
–
|
|
|
38
|
Advisornet Financial
Minnetonka,
Minnesota
|
$8K
|
+$7.54K
|
+518
|
New
|
|
|
39
|
Geneos Wealth Management
Englewood,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
40
|
North Star Investment Management
Chicago,
Illinois
|
$4K
|
–
|
–
|
–
|
|
|
41
|
Cetera Advisor Networks
El Segundo,
California
|
$3K
|
+$3.16K
|
+217
|
New
|
|
|
42
|
Tower Research Capital (TRC)
New York
|
$2K
|
+$2.13K
|
+146
|
New
|
|
|
43
|
Altium Wealth Management
Purchase,
New York
|
–
|
-$398K
|
-25,573
|
Closed
|
|
|
44
|
Essex Financial Services
Essex,
Connecticut
|
–
|
-$167K
|
-10,700
|
Closed
|
|
|
45
|
Hollencrest Capital Management
Newport Beach,
California
|
–
|
-$162K
|
-10,370
|
Closed
|
|
|
46
|
Caldwell Trust
Venice,
Florida
|
–
|
-$26.9K
|
-1,725
|
Closed
|
|
