|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$234K
|
+$42K
|
+2,762
|
+22%
|
|
|
27
|
United Capital Financial Advisors
Irving,
Texas
|
$215K
|
–
|
–
|
–
|
|
|
28
|
Secure Asset Management
Troy,
Michigan
|
$215K
|
+$30.4K
|
+2,000
|
+17%
|
|
|
29
|
Steward Partners Investment Advisory
New York
|
$214K
|
–
|
–
|
–
|
|
|
30
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$209K
|
–
|
–
|
–
|
|
|
31
|
|
$209K
|
+$206K
|
+13,564
|
New
|
|
|
32
|
Apriem Advisors
Irvine,
California
|
$200K
|
-$15.2K
|
-1,000
|
-7%
|
|
|
33
|
Raymond James & Associates
St Petersburg,
Florida
|
$195K
|
-$81.5K
|
-5,353
|
-30%
|
|
|
34
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$166K
|
–
|
–
|
–
|
|
|
35
|
Woodward Diversified Capital
Bakersfield,
California
|
$154K
|
–
|
–
|
–
|
|
|
36
|
Rockefeller Capital Management
New York
|
$147K
|
+$24.4K
|
+1,600
|
+20%
|
|
|
37
|
Next Financial Group
Houston,
Texas
|
$146K
|
-$4.57K
|
-300
|
-3%
|
|
|
38
|
Allworth Financial
Folsom,
California
|
$108K
|
+$107K
|
+7,000
|
New
|
|
|
39
|
Reilly Financial Advisors
La Mesa,
California
|
$87K
|
+$730
|
+48
|
+0.9%
|
|
|
40
|
Wolverine Asset Management
Chicago,
Illinois
|
$40K
|
+$40K
|
+2,627
|
New
|
|
|
41
|
US Bancorp
Minneapolis,
Minnesota
|
$3K
|
–
|
–
|
–
|
|
|
42
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$465K
|
-31,546
|
Closed
|
|
|
43
|
Cypress Wealth Services
Palm Desert,
California
|
–
|
-$166K
|
-11,281
|
Closed
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$75K
|
-5,069
|
Closed
|
|
|
45
|
Jones Financial Companies
Des Peres,
Missouri
|
–
|
-$2K
|
-143
|
Closed
|
|
