|
51
|
Cypress Wealth Services
Palm Desert,
California
|
$205K
|
+$201K
|
+8,477
|
New
|
|
|
52
|
Eagle Strategies
New York
|
$203K
|
+$199K
|
+8,408
|
New
|
|
|
53
|
MYeCFO
La Jolla,
California
|
$203K
|
+$199K
|
+8,400
|
New
|
|
|
54
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$191K
|
-$9.01K
|
-380
|
-5%
|
|
|
55
|
Main Management
San Francisco,
California
|
$179K
|
–
|
–
|
–
|
|
|
56
|
US Bancorp
Minneapolis,
Minnesota
|
$176K
|
+$173K
|
+7,305
|
New
|
|
|
57
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$98.7K
|
+$97K
|
+4,089
|
New
|
|
|
58
|
Brown Brothers Harriman & Co
New York
|
$82.1K
|
–
|
–
|
–
|
|
|
59
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$69.5K
|
+$23.2K
|
+977
|
+51%
|
|
|
60
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$48.3K
|
–
|
–
|
–
|
|
|
61
|
Private Trust Company
Cleveland,
Ohio
|
$44K
|
+$43.3K
|
+1,824
|
New
|
|
|
62
|
Rockefeller Capital Management
New York
|
$42K
|
-$201K
|
-8,495
|
-83%
|
|
|
63
|
Bartlett & Co
Cincinnati,
Ohio
|
$35K
|
–
|
–
|
–
|
|
|
64
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$34.5K
|
–
|
–
|
–
|
|
|
65
|
S.A. Mason
Holland,
Michigan
|
$33.8K
|
–
|
–
|
–
|
|
|
66
|
|
$24.1K
|
-$23.7K
|
-1,000
|
-50%
|
|
|
67
|
Tower Research Capital (TRC)
New York
|
$7K
|
–
|
–
|
–
|
|
|
68
|
Running Point Capital Advisors
El Segundo,
California
|
$3.26K
|
-$538K
|
-22,670
|
-99%
|
|
|
69
|
Harbour Investments
Madison,
Wisconsin
|
$24
|
+$24
|
+1
|
New
|
|
|
70
|
EP Wealth Advisors
Torrance,
California
|
–
|
-$3.39M
|
-146,399
|
Closed
|
|
|
71
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
–
|
-$1.48M
|
-63,819
|
Closed
|
|
|
72
|
Citadel Advisors
Miami,
Florida
|
–
|
-$1.22M
|
-52,665
|
Closed
|
|
|
73
|
SimpliFi Inc
San Diego,
California
|
–
|
-$597K
|
-25,787
|
Closed
|
|
|
74
|
Lincoln National Corp
Radnor,
Pennsylvania
|
–
|
-$528K
|
-22,809
|
Closed
|
|
|
75
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$519K
|
-22,400
|
Closed
|
|
