|
51
|
Private Ocean
San Rafael,
California
|
$38K
|
–
|
–
|
–
|
|
|
52
|
Kings Point Capital Management
Great Neck,
New York
|
$28K
|
–
|
–
|
–
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$27K
|
+$12.1K
|
+604
|
+83%
|
|
|
54
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$22.2K
|
–
|
–
|
–
|
|
|
55
|
AssetMark Inc
Concord,
California
|
$19K
|
+$140
|
+7
|
+0.7%
|
|
|
56
|
MSI Financial Services
Springfield,
Massachusetts
|
$18K
|
-$340
|
-17
|
-2%
|
|
|
57
|
Evercore Wealth Management
New York
|
$14K
|
–
|
–
|
–
|
|
|
58
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$13K
|
–
|
–
|
–
|
|
|
59
|
American International Group
New York
|
$7K
|
+$400
|
+20
|
+6%
|
|
|
60
|
Next Financial Group
Houston,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
61
|
Wealthcare Capital Management
Richmond,
Virginia
|
$5K
|
–
|
–
|
–
|
|
|
62
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$5K
|
–
|
–
|
–
|
|
|
63
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
64
|
|
$4K
|
–
|
–
|
–
|
|
|
65
|
Allworth Financial
Folsom,
California
|
$3K
|
–
|
–
|
–
|
|
|
66
|
Apriem Advisors
Irvine,
California
|
$2K
|
-$3K
|
-150
|
-60%
|
|
|
67
|
Creative Planning
Overland Park,
Kansas
|
$2K
|
-$2K
|
-100
|
-45%
|
|
|
68
|
Prentiss Smith & Co
Brattleboro,
Vermont
|
$2K
|
-$1.8K
|
-90
|
-47%
|
|
|
69
|
|
$2K
|
–
|
–
|
–
|
|
|
70
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
71
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$2K
|
+$1.6K
|
+80
|
New
|
|
|
72
|
IFP Advisors
Tampa,
Florida
|
$1K
|
-$2.54K
|
-127
|
-94%
|
|
|
73
|
American Research & Management Company
Marion,
Massachusetts
|
$1K
|
–
|
–
|
–
|
|
|
74
|
Financial Management Professionals
Austin,
Texas
|
$1K
|
–
|
–
|
–
|
|
|
75
|
Focused Wealth Management
Newburgh,
New York
|
$1K
|
–
|
–
|
–
|
|
