|
26
|
CPWM LLC
Seattle,
Washington
|
$179K
|
–
|
–
|
–
|
|
|
27
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$148K
|
–
|
–
|
–
|
|
|
28
|
|
$148K
|
+$148K
|
+28,258
|
New
|
|
|
29
|
PDS Planning
Dublin,
Ohio
|
$147K
|
–
|
–
|
–
|
|
|
30
|
Citadel Advisors
Miami,
Florida
|
$141K
|
+$47.5K
|
+9,052
|
+50%
|
|
|
31
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$125K
|
-$21K
|
-4,000
|
-14%
|
|
|
32
|
Advisor Group
Phoenix,
Arizona
|
$117K
|
-$3.68K
|
-701
|
-3%
|
|
|
33
|
Relative Value Partners Group
|
$115K
|
–
|
–
|
–
|
|
|
34
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$115K
|
+$26.3K
|
+5,000
|
+29%
|
|
|
35
|
Two Sigma Securities
New York
|
$93K
|
+$10.6K
|
+2,010
|
+13%
|
|
|
36
|
Eaton Vance Management
Boston,
Massachusetts
|
$92K
|
–
|
–
|
–
|
|
|
37
|
|
$89K
|
-$9.56K
|
-1,821
|
-10%
|
|
|
38
|
Freedom Investment Management
Hartford,
Connecticut
|
$72K
|
-$13K
|
-2,484
|
-15%
|
|
|
39
|
Old Mission Capital
Chicago,
Illinois
|
$55K
|
+$1.69K
|
+321
|
+3%
|
|
|
40
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$14K
|
+$14K
|
+2,664
|
New
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12K
|
-$9.76K
|
-1,858
|
-45%
|
|
|
42
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$6K
|
+$6.56K
|
+1,250
|
New
|
|
|
43
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4K
|
–
|
–
|
–
|
|
|
44
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2K
|
+$2.42K
|
+461
|
New
|
|
|
45
|
Highlander Capital Management
Short Hills,
New Jersey
|
$1K
|
–
|
–
|
–
|
|
|
46
|
TD Capital Management
Memphis,
Tennessee
|
$1K
|
–
|
–
|
–
|
|
|
47
|
Tower Research Capital (TRC)
New York
|
$1K
|
–
|
–
|
–
|
|
|
48
|
Smith, Moore & Co
Clayton,
Missouri
|
–
|
-$250K
|
-47,000
|
Closed
|
|
|
49
|
One Wealth Advisors
San Francisco,
California
|
–
|
-$49K
|
-9,321
|
Closed
|
|
|
50
|
Kore Private Wealth
New York
|
–
|
-$12K
|
-2,200
|
Closed
|
|
