|
26
|
Oppenheimer & Co
New York
|
$309K
|
+$104K
|
+7,168
|
+48%
|
|
|
27
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$292K
|
+$132K
|
+9,141
|
+78%
|
|
|
28
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$291K
|
–
|
–
|
–
|
|
|
29
|
Ignite Planners
San Clemente,
California
|
$245K
|
-$3.62K
|
-250
|
-1%
|
|
|
30
|
|
$232K
|
+$241K
|
+16,660
|
New
|
|
|
31
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$188K
|
–
|
–
|
–
|
|
|
32
|
Kestra Private Wealth Services
Austin,
Texas
|
$159K
|
+$17.8K
|
+1,231
|
+12%
|
|
|
33
|
Rockefeller Capital Management
New York
|
$157K
|
-$11.4K
|
-790
|
-7%
|
|
|
34
|
Tranquility Partners
Brentwood,
Tennessee
|
$147K
|
-$1.11K
|
-77
|
-0.7%
|
|
|
35
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$91K
|
+$9.76K
|
+674
|
+12%
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$22K
|
-$59K
|
-4,078
|
-72%
|
|
|
37
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$6K
|
+$116
|
+8
|
+2%
|
|
|
38
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$4K
|
+$4.34K
|
+300
|
New
|
|
|
39
|
Clough Capital Partners
Boston,
Massachusetts
|
–
|
-$3.56M
|
-205,700
|
Closed
|
|
|
40
|
Matisse Capital
Portland,
Oregon
|
–
|
-$2.08M
|
-120,000
|
Closed
|
|
|
41
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$1.32M
|
-76,608
|
Closed
|
|
|
42
|
|
–
|
-$1.08M
|
-62,591
|
Closed
|
|
|
43
|
|
–
|
-$922K
|
-53,268
|
Closed
|
|
|
44
|
Wedbush Securities
Los Angeles,
California
|
–
|
-$801K
|
-46,274
|
Closed
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$558K
|
-32,255
|
Closed
|
|
|
46
|
Bank of New York Mellon
New York
|
–
|
-$503K
|
-29,070
|
Closed
|
|
|
47
|
Private Advisor Group
Morristown,
New Jersey
|
–
|
-$455K
|
-26,282
|
Closed
|
|
|
48
|
Marcum Wealth
Cleveland,
Ohio
|
–
|
-$260K
|
-15,000
|
Closed
|
|
|
49
|
Mariner Investment Group
Harrison,
New York
|
–
|
-$260K
|
-15,000
|
Closed
|
|
|
50
|
Nomura Holdings
Tokyo,
Japan
|
–
|
-$204K
|
-11,765
|
Closed
|
|
