|
26
|
Shaker Financial Services
Arlington,
Virginia
|
$362K
|
+$373K
|
+24,411
|
New
|
|
|
27
|
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
$343K
|
+$354K
|
+23,201
|
New
|
|
|
28
|
Oppenheimer & Co
New York
|
$338K
|
+$6.9K
|
+452
|
+2%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$313K
|
-$180K
|
-11,770
|
-36%
|
|
|
30
|
Rockefeller Capital Management
New York
|
$282K
|
-$15.3K
|
-1,000
|
-5%
|
|
|
31
|
Almitas Capital
Santa Monica,
California
|
$202K
|
+$118K
|
+7,734
|
+131%
|
|
|
32
|
Wedbush Securities
Los Angeles,
California
|
$200K
|
–
|
–
|
–
|
|
|
33
|
Atria Wealth Solutions
New York
|
$189K
|
–
|
–
|
–
|
|
|
34
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$158K
|
-$14.3K
|
-938
|
-8%
|
|
|
35
|
Modera Wealth Management
Westwood,
New Jersey
|
$154K
|
+$1.71K
|
+112
|
+1%
|
|
|
36
|
Bank of America
Charlotte,
North Carolina
|
$148K
|
-$313K
|
-20,500
|
-67%
|
|
|
37
|
Steward Partners Investment Advisory
New York
|
$135K
|
-$38.3K
|
-2,506
|
-22%
|
|
|
38
|
Advisory Services Network
Atlanta,
Georgia
|
$132K
|
-$196K
|
-12,861
|
-59%
|
|
|
39
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$40.9K
|
–
|
–
|
–
|
|
|
40
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$17.5K
|
–
|
–
|
–
|
|
|
41
|
WhitTier Trust Company
Reno,
Nevada
|
$8K
|
-$2.37K
|
-155
|
-22%
|
|
|
42
|
Whittier Trust
South Pasadena,
California
|
$5.19K
|
–
|
–
|
–
|
|
|
43
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$267
|
–
|
–
|
–
|
|
|
44
|
Mariner Investment Group
Harrison,
New York
|
–
|
-$471K
|
-32,071
|
Closed
|
|
|
45
|
Weiss Asset Management
Boston,
Massachusetts
|
–
|
-$244K
|
-16,622
|
Closed
|
|
|
46
|
Envestnet Asset Management
Chicago,
Illinois
|
–
|
-$199K
|
-13,520
|
Closed
|
|
|
47
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$9.18K
|
-625
|
Closed
|
|
|
48
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
–
|
-$5.88K
|
-400
|
Closed
|
|
|
49
|
IFP Advisors
Tampa,
Florida
|
–
|
-$6K
|
-98
|
Closed
|
|
|
50
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$15
|
-1
|
Closed
|
|
