|
26
|
Wells Fargo
San Francisco,
California
|
$103K
|
-$64.3K
|
-3,099
|
-38%
|
|
|
27
|
San Francisco Sentry Investment Group
San Francisco,
California
|
$91K
|
–
|
–
|
–
|
|
|
28
|
Steward Partners Investment Advisory
New York
|
$85K
|
+$86.9K
|
+4,188
|
New
|
|
|
29
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$55K
|
–
|
–
|
–
|
|
|
30
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$34K
|
+$747
|
+36
|
+2%
|
|
|
31
|
Manchester Financial
Westlake Village,
California
|
$29K
|
+$29.5K
|
+1,424
|
New
|
|
|
32
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$20K
|
+$20.7K
|
+1,000
|
New
|
|
|
33
|
Allworth Financial
Folsom,
California
|
$8K
|
–
|
–
|
–
|
|
|
34
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$8K
|
+$3.11K
|
+150
|
+75%
|
|
|
35
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$5K
|
–
|
–
|
–
|
|
|
36
|
Golden State Wealth Management
Santa Ana,
California
|
$5K
|
–
|
–
|
–
|
|
|
37
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$4K
|
+$83
|
+4
|
+2%
|
|
|
38
|
Brown Brothers Harriman & Co
New York
|
$2K
|
–
|
–
|
–
|
|
|
39
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$1K
|
+$1.29K
|
+62
|
New
|
|
|
40
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$314K
|
-15,614
|
Closed
|
|
|
41
|
Millennium Management
New York
|
–
|
-$276K
|
-13,748
|
Closed
|
|
|
42
|
First Hawaiian Bank
Honolulu,
Hawaii
|
–
|
-$21K
|
-1,040
|
Closed
|
|
|
43
|
Cribstone Capital Management
Augusta,
Maine
|
–
|
-$15K
|
-742
|
Closed
|
|
|
44
|
Sonora Investment Management
Tucson,
Arizona
|
–
|
-$6K
|
-310
|
Closed
|
|
|
45
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
–
|
-$3K
|
-144
|
Closed
|
|
|
46
|
Private Capital Group
West Hartford,
Connecticut
|
–
|
-$1K
|
-40
|
Closed
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
+$41
|
+2
|
New
|
|
