|
51
|
Tilia Fiduciary Partners
Wilmington,
North Carolina
|
$90.8K
|
–
|
–
|
–
|
|
|
52
|
Wolff Wiese Magana
Carslbad,
California
|
$83.5K
|
–
|
–
|
–
|
|
|
53
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$47K
|
–
|
–
|
–
|
|
|
54
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43.9K
|
-$28.7K
|
-1,462
|
-40%
|
|
|
55
|
|
$42K
|
+$42.2K
|
+2,154
|
New
|
|
|
56
|
|
$41K
|
-$24.9K
|
-1,272
|
-38%
|
|
|
57
|
Venturi Wealth Management
Austin,
Texas
|
$34.7K
|
+$34.6K
|
+1,768
|
New
|
|
|
58
|
ICA Group Wealth Management
Denver,
Colorado
|
$29.5K
|
–
|
–
|
–
|
|
|
59
|
Cedar Wealth Management
Walnut Creek,
California
|
$29.4K
|
–
|
–
|
–
|
|
|
60
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$28.1K
|
+$28K
|
+1,431
|
New
|
|
|
61
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$15K
|
–
|
–
|
–
|
|
|
62
|
Westside Investment Management
Santa Monica,
California
|
$6.88K
|
–
|
–
|
–
|
|
|
63
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$6K
|
–
|
–
|
–
|
|
|
64
|
Geneos Wealth Management
Englewood,
Colorado
|
$2.95K
|
–
|
–
|
–
|
|
|
65
|
Ridgewood Investments
Springfield,
New Jersey
|
$2.56K
|
+$2.55K
|
+130
|
New
|
|
|
66
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.3K
|
–
|
–
|
–
|
|
|
67
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$236
|
–
|
–
|
–
|
|
|
68
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$5.08M
|
-278,904
|
Closed
|
|
|
69
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$306K
|
-16,795
|
Closed
|
|
|
70
|
Logan Stone Capital
Chicago,
Illinois
|
–
|
-$268K
|
-14,706
|
Closed
|
|
|
71
|
Saba Capital Management
New York
|
–
|
-$263K
|
-14,454
|
Closed
|
|
|
72
|
|
–
|
-$252K
|
-13,820
|
Closed
|
|
|
73
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
–
|
-$198K
|
-10,868
|
Closed
|
|
|
74
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
–
|
-$68.3K
|
-3,748
|
Closed
|
|
|
75
|
Rockefeller Capital Management
New York
|
–
|
-$9K
|
-533
|
Closed
|
|
