|
26
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$267K
|
-$30.7K
|
-2,389
|
-10%
|
|
|
27
|
United Capital Financial Advisors
Irving,
Texas
|
$260K
|
–
|
–
|
–
|
|
|
28
|
Raymond James & Associates
St Petersburg,
Florida
|
$253K
|
–
|
–
|
–
|
|
|
29
|
|
$212K
|
–
|
–
|
–
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$201K
|
-$4.45K
|
-346
|
-2%
|
|
|
31
|
Roundview Capital
Princeton,
New Jersey
|
$191K
|
–
|
–
|
–
|
|
|
32
|
NWAM LLC
Mercer Island,
Washington
|
$168K
|
-$219K
|
-17,000
|
-56%
|
|
|
33
|
Platform Technology Partners
New York
|
$145K
|
–
|
–
|
–
|
|
|
34
|
QP Wealth Management
Eatontown,
New Jersey
|
$137K
|
–
|
–
|
–
|
|
|
35
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$136K
|
–
|
–
|
–
|
|
|
36
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$129K
|
–
|
–
|
–
|
|
|
37
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$106K
|
–
|
–
|
–
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$60K
|
–
|
–
|
–
|
|
|
39
|
Advisory Services Network
Atlanta,
Georgia
|
$53K
|
+$53.4K
|
+4,151
|
New
|
|
|
40
|
Rockefeller Capital Management
New York
|
$52K
|
–
|
–
|
–
|
|
|
41
|
HM Payson & Co
Portland,
Maine
|
$44K
|
–
|
–
|
–
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28K
|
+$28.7K
|
+2,229
|
New
|
|
|
43
|
SVB Wealth
Boston,
Massachusetts
|
$15K
|
–
|
–
|
–
|
|
|
44
|
Steward Partners Investment Advisory
New York
|
$13K
|
-$6.71K
|
-522
|
-34%
|
|
|
45
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$13K
|
–
|
–
|
–
|
|
|
46
|
|
$8K
|
–
|
–
|
–
|
|
|
47
|
Panagora Asset Management
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
48
|
Advisors Asset Management
Monument,
Colorado
|
–
|
-$412K
|
-33,270
|
Closed
|
|
|
49
|
Mariner Investment Group
Harrison,
New York
|
–
|
-$232K
|
-18,704
|
Closed
|
|
|
50
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$71K
|
-5,760
|
Closed
|
|
