|
26
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$252K
|
+$9.3K
|
+499
|
+4%
|
|
|
27
|
Sage Capital Management
Stockton,
New Jersey
|
$241K
|
–
|
–
|
–
|
|
|
28
|
LPL Financial
San Diego,
California
|
$232K
|
+$224K
|
+12,029
|
New
|
|
|
29
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$231K
|
–
|
–
|
–
|
|
|
30
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$227K
|
–
|
–
|
–
|
|
|
31
|
Merit Financial Group
Alpharetta,
Georgia
|
$202K
|
+$195K
|
+10,489
|
New
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$170K
|
-$35.5K
|
-1,908
|
-18%
|
|
|
33
|
Geneos Wealth Management
Englewood,
Colorado
|
$119K
|
+$15.1K
|
+811
|
+15%
|
|
|
34
|
Comerica Bank
Dallas,
Texas
|
$69.3K
|
+$20.2K
|
+1,086
|
+43%
|
|
|
35
|
Raymond James Financial
St Petersburg,
Florida
|
$69.1K
|
+$66.8K
|
+3,586
|
New
|
|
|
36
|
WPG Advisers
Baltimore,
Maryland
|
$21.1K
|
-$2.03K
|
-109
|
-9%
|
|
|
37
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$19.3K
|
+$18.6K
|
+1,000
|
New
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$18.3K
|
–
|
–
|
–
|
|
|
39
|
FNY Investment Advisers
New York
|
$13K
|
–
|
–
|
–
|
|
|
40
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$12K
|
-$107K
|
-5,745
|
-90%
|
|
|
41
|
Bank of America
Charlotte,
North Carolina
|
$6.59K
|
-$7.79K
|
-418
|
-55%
|
|
|
42
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2K
|
–
|
–
|
–
|
|
|
43
|
AssetMark Inc
Concord,
California
|
$848
|
–
|
–
|
–
|
|
|
44
|
Pathstone Holdings
Englewood,
New Jersey
|
–
|
-$882K
|
-46,670
|
Closed
|
|
|
45
|
|
–
|
-$670K
|
-35,692
|
Closed
|
|
|
46
|
Jones Road Capital Management
New York
|
–
|
-$443K
|
-23,600
|
Closed
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$255K
|
-13,612
|
Closed
|
|
|
48
|
SVB Wealth
Boston,
Massachusetts
|
–
|
-$28.7K
|
-1,531
|
Closed
|
|
|
49
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
–
|
-$25K
|
-1,335
|
Closed
|
|
|
50
|
|
–
|
-$6.01K
|
-320
|
Closed
|
|
