|
26
|
ProVise Management Group
Clearwater,
Florida
|
$229K
|
+$9.13K
|
+1,000
|
+4%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$217K
|
+$78.2K
|
+8,561
|
+50%
|
|
|
28
|
Ackerman Capital Advisors
Dallas,
Texas
|
$198K
|
-$1.8M
|
-196,907
|
-89%
|
|
|
29
|
Horizon Kinetics Asset Management
New York
|
$195K
|
-$29.6K
|
-3,239
|
-12%
|
|
|
30
|
Tortoise Investment Management
White Plains,
New York
|
$174K
|
–
|
–
|
–
|
|
|
31
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$128K
|
–
|
–
|
–
|
|
|
32
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$127K
|
–
|
–
|
–
|
|
|
33
|
Stratford Consulting
Addison,
Texas
|
$120K
|
+$639
|
+70
|
+0.5%
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$103K
|
+$112K
|
+12,233
|
New
|
|
|
35
|
Matisse Capital
Portland,
Oregon
|
$102K
|
-$25.4K
|
-2,777
|
-19%
|
|
|
36
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$101K
|
+$18.3K
|
+2,000
|
+20%
|
|
|
37
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$101K
|
+$45.7K
|
+5,000
|
+71%
|
|
|
38
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$93K
|
–
|
–
|
–
|
|
|
39
|
Mission Creek Capital Partners
San Francisco,
California
|
$88K
|
–
|
–
|
–
|
|
|
40
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$22K
|
–
|
–
|
–
|
|
|
41
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$19K
|
+$100
|
+11
|
+0.5%
|
|
|
42
|
Anchor Investment Management
Columbia,
South Carolina
|
$16.9K
|
–
|
–
|
–
|
|
|
43
|
|
$8K
|
+$1.89K
|
+207
|
+29%
|
|
|
44
|
HM Payson & Co
Portland,
Maine
|
$6K
|
+$6.21K
|
+680
|
New
|
|
|
45
|
US Bancorp
Minneapolis,
Minnesota
|
$4K
|
–
|
–
|
–
|
|
|
46
|
Northern Trust
Chicago,
Illinois
|
$3K
|
–
|
–
|
–
|
|
|
47
|
Geneos Wealth Management
Englewood,
Colorado
|
$2K
|
–
|
–
|
–
|
|
|
48
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
–
|
-$441K
|
-48,535
|
Closed
|
|
|
49
|
Park Avenue Securities
New York
|
–
|
-$412K
|
-45,397
|
Closed
|
|
|
50
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$163K
|
-17,950
|
Closed
|
|
