|
51
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$118K
|
–
|
–
|
–
|
|
|
52
|
Sonora Investment Management
Tucson,
Arizona
|
$114K
|
–
|
–
|
–
|
|
|
53
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$95K
|
–
|
–
|
–
|
|
|
54
|
Advisor Group
Phoenix,
Arizona
|
$86K
|
+$87.1K
|
+7,500
|
New
|
|
|
55
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$83K
|
–
|
–
|
–
|
|
|
56
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$72K
|
–
|
–
|
–
|
|
|
57
|
Tradewinds Capital Management
Bellingham,
Washington
|
$66K
|
–
|
–
|
–
|
|
|
58
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$65K
|
–
|
–
|
–
|
|
|
59
|
Geneos Wealth Management
Englewood,
Colorado
|
$62K
|
–
|
–
|
–
|
|
|
60
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$53K
|
–
|
–
|
–
|
|
|
61
|
US Bancorp
Minneapolis,
Minnesota
|
$52K
|
–
|
–
|
–
|
|
|
62
|
1607 Capital Partners
Richmond,
Virginia
|
$50K
|
+$51.1K
|
+4,400
|
New
|
|
|
63
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$47.9K
|
–
|
–
|
–
|
|
|
64
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$43K
|
-$7.05M
|
-607,535
|
-99%
|
|
|
65
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$20K
|
–
|
–
|
–
|
|
|
66
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$17K
|
+$17.8K
|
+1,530
|
New
|
|
|
67
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$9K
|
–
|
–
|
–
|
|
|
68
|
Private Capital Group
West Hartford,
Connecticut
|
$8K
|
–
|
–
|
–
|
|
|
69
|
|
$5K
|
–
|
–
|
–
|
|
|
70
|
IFP Advisors
Tampa,
Florida
|
$4K
|
-$49K
|
-4,220
|
-92%
|
|
|
71
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$3K
|
–
|
–
|
–
|
|
|
72
|
FNY Investment Advisers
New York
|
$3K
|
–
|
–
|
–
|
|
|
73
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$2K
|
+$2.44K
|
+210
|
New
|
|
|
74
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
–
|
-$298K
|
-25,502
|
Closed
|
|
|
75
|
Ionic Capital Management
New York
|
–
|
-$294K
|
-25,188
|
Closed
|
|
