|
26
|
Prospera Financial Services
Dallas,
Texas
|
$1.41M
|
-$160K
|
-15,833
|
-10%
|
|
|
27
|
Rockefeller Capital Management
New York
|
$1.37M
|
+$255K
|
+25,222
|
+24%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.31M
|
+$97.6K
|
+9,643
|
+8%
|
|
|
29
|
Park Avenue Securities
New York
|
$1.3M
|
+$103K
|
+10,212
|
+9%
|
|
|
30
|
Nuveen
Charlotte,
North Carolina
|
$1.28M
|
–
|
–
|
–
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.14M
|
+$92.3K
|
+9,114
|
+9%
|
|
|
32
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$1.13M
|
+$921
|
+91
|
+0.1%
|
|
|
33
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.1M
|
-$164K
|
-16,244
|
-13%
|
|
|
34
|
Alpine Global Management
New York
|
$1.09M
|
–
|
–
|
–
|
|
|
35
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$1.05M
|
+$911K
|
+90,000
|
+767%
|
|
|
36
|
Fort Point Capital Partners
San Francisco,
California
|
$964K
|
+$136K
|
+13,417
|
+17%
|
|
|
37
|
Ameriprise
Minneapolis,
Minnesota
|
$942K
|
+$21.7K
|
+2,145
|
+2%
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$920K
|
-$10.7K
|
-1,054
|
-1%
|
|
|
39
|
Steward Partners Investment Advisory
New York
|
$895K
|
+$49.7K
|
+4,912
|
+6%
|
|
|
40
|
Rothschild Investment LLC
Chicago,
Illinois
|
$798K
|
–
|
–
|
–
|
|
|
41
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$795K
|
+$581K
|
+57,418
|
+303%
|
|
|
42
|
Nine Masts Capital
Central,
Hong Kong
|
$764K
|
-$437K
|
-43,158
|
-37%
|
|
|
43
|
Freestone Capital Holdings
Seattle,
Washington
|
$703K
|
–
|
–
|
–
|
|
|
44
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$668K
|
–
|
–
|
–
|
|
|
45
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$645K
|
-$30.6K
|
-3,024
|
-5%
|
|
|
46
|
Landscape Capital Management
Englewood,
New Jersey
|
$615K
|
-$270K
|
-26,689
|
-31%
|
|
|
47
|
Stifel Financial
St. Louis,
Missouri
|
$516K
|
-$31.5K
|
-3,114
|
-6%
|
|
|
48
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$485K
|
+$186K
|
+18,338
|
+64%
|
|
|
49
|
Rock Point Advisors
Burlington,
Vermont
|
$483K
|
–
|
–
|
–
|
|
|
50
|
Ackerman Capital Advisors
Dallas,
Texas
|
$466K
|
+$455K
|
+44,987
|
New
|
|
