|
26
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$166K
|
–
|
–
|
–
|
|
|
27
|
Shaker Financial Services
Arlington,
Virginia
|
$162K
|
+$164K
|
+10,946
|
New
|
|
|
28
|
Steward Partners Investment Advisory
New York
|
$132K
|
–
|
–
|
–
|
|
|
29
|
Crewe Advisors
Salt Lake City,
Utah
|
$108K
|
–
|
–
|
–
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$103K
|
-$14.5K
|
-965
|
-12%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$42K
|
+$4.15K
|
+277
|
+11%
|
|
|
32
|
Geneos Wealth Management
Englewood,
Colorado
|
$41K
|
–
|
–
|
–
|
|
|
33
|
Lindbrook Capital
Calabasas,
California
|
$39K
|
+$464
|
+31
|
+1%
|
|
|
34
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$36K
|
-$2.02K
|
-135
|
-5%
|
|
|
35
|
Winmill & Co
Walpole,
New Hampshire
|
$31K
|
–
|
–
|
–
|
|
|
36
|
Gemmer Asset Management
Walnut Creek,
California
|
$19K
|
+$19.6K
|
+1,309
|
New
|
|
|
37
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$17K
|
+$974
|
+65
|
+6%
|
|
|
38
|
Crescent Capital Consulting
New Orleans,
Louisiana
|
$15K
|
–
|
–
|
–
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$14K
|
–
|
–
|
–
|
|
|
40
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$8K
|
+$7.84K
|
+523
|
New
|
|
|
41
|
TFC Financial Management
Boston,
Massachusetts
|
$3K
|
–
|
–
|
–
|
|
|
42
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1K
|
+$1.18K
|
+79
|
New
|
|
|
43
|
Saba Capital Management
New York
|
–
|
-$3.16M
|
-215,112
|
Closed
|
|
|
44
|
Landscape Capital Management
Englewood,
New Jersey
|
–
|
-$354K
|
-24,143
|
Closed
|
|
|
45
|
FNY Investment Advisers
New York
|
–
|
-$76K
|
-5,234
|
Closed
|
|
|
46
|
CVA Family Office
Denver,
Colorado
|
–
|
+$464
|
+31
|
New
|
|
