|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$203K
|
+$30.2K
|
+2,617
|
+17%
|
|
|
27
|
Atria Wealth Solutions
New York
|
$194K
|
+$197K
|
+17,049
|
New
|
|
|
28
|
MGO One Seven
Beachwood,
Ohio
|
$176K
|
–
|
–
|
–
|
|
|
29
|
Tortoise Investment Management
White Plains,
New York
|
$172K
|
-$460K
|
-39,850
|
-73%
|
|
|
30
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$170K
|
+$172K
|
+14,908
|
New
|
|
|
31
|
LPL Financial
San Diego,
California
|
$167K
|
+$169K
|
+14,674
|
New
|
|
|
32
|
Ameriprise
Minneapolis,
Minnesota
|
$165K
|
-$23K
|
-1,995
|
-12%
|
|
|
33
|
Stephens Inc
Little Rock,
Arkansas
|
$162K
|
+$164K
|
+14,226
|
New
|
|
|
34
|
Stifel Financial
St. Louis,
Missouri
|
$151K
|
+$8.95K
|
+775
|
+6%
|
|
|
35
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$130K
|
–
|
–
|
–
|
|
|
36
|
Seelaus Asset Management
Chatham,
New Jersey
|
$129K
|
+$131K
|
+11,306
|
New
|
|
|
37
|
Opal Wealth Advisors
Jericho,
New York
|
$121K
|
-$5.15K
|
-446
|
-4%
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$115K
|
–
|
–
|
–
|
|
|
39
|
Broyhill Asset Management
Charlotte,
North Carolina
|
$114K
|
+$115K
|
+10,000
|
New
|
|
|
40
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$114K
|
+$115K
|
+10,000
|
New
|
|
|
41
|
Steward Partners Investment Advisory
New York
|
$96.9K
|
–
|
–
|
–
|
|
|
42
|
Tompkins Financial
Ithaca,
New York
|
$96.4K
|
–
|
–
|
–
|
|
|
43
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$76.1K
|
–
|
–
|
–
|
|
|
44
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$72K
|
–
|
–
|
–
|
|
|
45
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$33.1K
|
–
|
–
|
–
|
|
|
46
|
Allworth Financial
Folsom,
California
|
$5.15K
|
–
|
–
|
–
|
|
|
47
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5K
|
–
|
–
|
–
|
|
|
48
|
Logan Stone Capital
Chicago,
Illinois
|
–
|
-$3.39M
|
-287,257
|
Closed
|
|
|
49
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$3.18M
|
-269,531
|
Closed
|
|
|
50
|
Ashton Thomas Securities
Rochester,
New York
|
–
|
-$1.26M
|
-106,816
|
Closed
|
|
