|
26
|
&Partners
Nashville,
Tennessee
|
$315K
|
-$55.7K
|
-2,945
|
-15%
|
|
|
27
|
Lido Advisors
Los Angeles,
California
|
$285K
|
–
|
–
|
–
|
|
|
28
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$255K
|
+$257K
|
+13,612
|
New
|
|
|
29
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$236K
|
+$238K
|
+12,595
|
New
|
|
|
30
|
Sage Capital Management
Stockton,
New Jersey
|
$235K
|
+$236K
|
+12,500
|
New
|
|
|
31
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$221K
|
–
|
–
|
–
|
|
|
32
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$207K
|
–
|
–
|
–
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$201K
|
+$26.9K
|
+1,422
|
+15%
|
|
|
34
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$119K
|
-$93.2K
|
-4,932
|
-44%
|
|
|
35
|
Geneos Wealth Management
Englewood,
Colorado
|
$101K
|
+$88.8K
|
+4,696
|
+710%
|
|
|
36
|
Comerica Bank
Dallas,
Texas
|
$47.1K
|
+$1.17K
|
+62
|
+3%
|
|
|
37
|
SVB Wealth
Boston,
Massachusetts
|
$28.7K
|
+$28.9K
|
+1,531
|
New
|
|
|
38
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$25K
|
+$435
|
+23
|
+2%
|
|
|
39
|
WPG Advisers
Baltimore,
Maryland
|
$22.6K
|
+$4.92K
|
+260
|
+27%
|
|
|
40
|
US Bancorp
Minneapolis,
Minnesota
|
$17.8K
|
+$17.9K
|
+947
|
New
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
$14.3K
|
-$14.6K
|
-770
|
-50%
|
|
|
42
|
FNY Investment Advisers
New York
|
$13K
|
+$13.2K
|
+700
|
New
|
|
|
43
|
|
$6.01K
|
+$6.05K
|
+320
|
New
|
|
|
44
|
Coldstream Capital Management
Bellevue,
Washington
|
$4.99K
|
+$5.03K
|
+266
|
New
|
|
|
45
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
46
|
AssetMark Inc
Concord,
California
|
$826
|
–
|
–
|
–
|
|
|
47
|
Karpus Investment Management
Pittsford,
New York
|
–
|
-$3.04M
|
-166,988
|
Closed
|
|
|
48
|
Sanctuary Advisors
Indianapolis,
Indiana
|
–
|
-$1.37M
|
-71,782
|
Closed
|
|
|
49
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$1.17M
|
-63,965
|
Closed
|
|
|
50
|
K2 Principal Fund
Toronto,
Ontario, Canada
|
–
|
-$182K
|
-10,000
|
Closed
|
|
