|
26
|
Cresset Asset Management
Chicago,
Illinois
|
$247K
|
-$265K
|
-8,228
|
-53%
|
|
|
27
|
Commerce Advisors
Memphis,
Tennessee
|
$244K
|
+$229K
|
+7,100
|
New
|
|
|
28
|
Mariner
Overland Park,
Kansas
|
$240K
|
+$225K
|
+6,988
|
New
|
|
|
29
|
Omega Financial Group
Santa Barbara,
California
|
$240K
|
–
|
–
|
–
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$233K
|
-$27.6K
|
-857
|
-11%
|
|
|
31
|
MGO One Seven
Beachwood,
Ohio
|
$220K
|
+$206K
|
+6,400
|
New
|
|
|
32
|
Raymond James Financial
St Petersburg,
Florida
|
$219K
|
-$144K
|
-4,461
|
-41%
|
|
|
33
|
Commerce Bank
Kansas City,
Missouri
|
$201K
|
+$188K
|
+5,848
|
New
|
|
|
34
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$107K
|
–
|
–
|
–
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$57K
|
–
|
–
|
–
|
|
|
36
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$10.3K
|
–
|
–
|
–
|
|
|
37
|
|
$7.86K
|
+$7.25K
|
+225
|
New
|
|
|
38
|
CVA Family Office
Denver,
Colorado
|
$551
|
+$515
|
+16
|
New
|
|
|
39
|
Aureus Asset Management
Boston,
Massachusetts
|
–
|
-$476K
|
-16,528
|
Closed
|
|
|
40
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
–
|
-$248K
|
-8,620
|
Closed
|
|
|
41
|
Ballentine Partners
Waltham,
Massachusetts
|
–
|
-$204K
|
-7,100
|
Closed
|
|
