|
26
|
Oxbow Advisors
Austin,
Texas
|
$144K
|
–
|
–
|
–
|
|
|
27
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$141K
|
–
|
–
|
–
|
|
|
28
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$138K
|
+$13K
|
+1,005
|
+11%
|
|
|
29
|
Poehling Capital Management
Madison,
Wisconsin
|
$132K
|
–
|
–
|
–
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$122K
|
+$55.5K
|
+4,296
|
+86%
|
|
|
31
|
S.A. Mason
Holland,
Michigan
|
$92K
|
–
|
–
|
–
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71K
|
–
|
–
|
–
|
|
|
33
|
Steward Partners Investment Advisory
New York
|
$53.9K
|
+$52.9K
|
+4,095
|
New
|
|
|
34
|
American Portfolios Advisors
Holbrook,
New York
|
$49K
|
+$10.5K
|
+814
|
+28%
|
|
|
35
|
Harbour Investments
Madison,
Wisconsin
|
$18K
|
+$17.4K
|
+1,350
|
New
|
|
|
36
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$17.1K
|
–
|
–
|
–
|
|
|
37
|
Firestone Capital Management
Coral Gables,
Florida
|
$13K
|
–
|
–
|
–
|
|
|
38
|
Geneos Wealth Management
Englewood,
Colorado
|
$12K
|
–
|
–
|
–
|
|
|
39
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$9K
|
–
|
–
|
–
|
|
|
40
|
Atlas Private Wealth Management
Albany,
New York
|
$1K
|
+$1.11K
|
+86
|
New
|
|
|
41
|
Quaker Wealth Management
Moorestown,
New Jersey
|
–
|
-$175K
|
-13,320
|
Closed
|
|
|
42
|
Kestra Advisory Services
Austin,
Texas
|
–
|
-$152K
|
-11,745
|
Closed
|
|
|
43
|
Perigon Wealth Management
San Francisco,
California
|
–
|
-$43K
|
-3,290
|
Closed
|
|
|
44
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$13
|
+1
|
New
|
|
