|
26
|
Brown Brothers Harriman & Co
New York
|
$369K
|
+$360K
|
+25,000
|
New
|
|
|
27
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$320K
|
+$15.8K
|
+1,100
|
+5%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$317K
|
+$310K
|
+21,515
|
New
|
|
|
29
|
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
$310K
|
+$303K
|
+21,035
|
New
|
|
|
30
|
Lido Advisors
Los Angeles,
California
|
$288K
|
–
|
–
|
–
|
|
|
31
|
Kingswood Wealth Advisors
San Diego,
California
|
$275K
|
+$269K
|
+18,653
|
New
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$263K
|
+$1.3K
|
+90
|
+0.5%
|
|
|
33
|
|
$214K
|
+$209K
|
+14,500
|
New
|
|
|
34
|
Atria Wealth Solutions
New York
|
$193K
|
-$1.44K
|
-100
|
-0.8%
|
|
|
35
|
Single Point Partners
Boston,
Massachusetts
|
$184K
|
–
|
–
|
–
|
|
|
36
|
Hilton Capital Management
Garden City,
New York
|
$177K
|
–
|
–
|
–
|
|
|
37
|
Capital Investment Advisors
Atlanta,
Georgia
|
$167K
|
+$163K
|
+11,300
|
New
|
|
|
38
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$148K
|
+$144K
|
+10,000
|
New
|
|
|
39
|
Versant Capital Management
Phoenix,
Arizona
|
$73.8K
|
–
|
–
|
–
|
|
|
40
|
Huntington National Bank
Columbus,
Ohio
|
$28.9K
|
–
|
–
|
–
|
|
|
41
|
FNY Investment Advisers
New York
|
$11K
|
–
|
–
|
–
|
|
|
42
|
Raleigh Capital Management
Cary,
North Carolina
|
$10.5K
|
+$1.01K
|
+70
|
+11%
|
|
|
43
|
Tompkins Financial
Ithaca,
New York
|
$9.96K
|
–
|
–
|
–
|
|
|
44
|
Tortoise Investment Management
White Plains,
New York
|
$8.82K
|
–
|
–
|
–
|
|
|
45
|
|
–
|
-$613K
|
-41,303
|
Closed
|
|
|
46
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$88.9K
|
-5,984
|
Closed
|
|
