|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.52M
|
–
|
–
|
–
|
|
|
27
|
Mission Wealth Management
Santa Barbara,
California
|
$1.5M
|
–
|
–
|
–
|
|
|
28
|
Relative Value Partners Group
|
$1.45M
|
+$1.38M
|
+76,289
|
New
|
|
|
29
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.24M
|
+$48.6K
|
+2,695
|
+4%
|
|
|
30
|
Parallel Advisors
San Francisco,
California
|
$1.2M
|
-$499K
|
-27,659
|
-30%
|
|
|
31
|
Glovista Investments
Jersey City,
New Jersey
|
$1.2M
|
+$1.16M
|
+64,315
|
New
|
|
|
32
|
Guggenheim Capital
Chicago,
Illinois
|
$1.13M
|
+$441K
|
+24,467
|
+68%
|
|
|
33
|
Stephens Inc
Little Rock,
Arkansas
|
$1.12M
|
+$581K
|
+32,254
|
+117%
|
|
|
34
|
Virtus ETF Advisers
New York
|
$956K
|
+$925K
|
+51,335
|
New
|
|
|
35
|
CFO4Life Group
Coppell,
Texas
|
$868K
|
-$69K
|
-3,828
|
-8%
|
|
|
36
|
William Blair & Company
Chicago,
Illinois
|
$725K
|
-$4.09M
|
-226,661
|
-85%
|
|
|
37
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$611K
|
-$374K
|
-20,772
|
-39%
|
|
|
38
|
Raymond James & Associates
St Petersburg,
Florida
|
$532K
|
–
|
–
|
–
|
|
|
39
|
SVB Wealth
Boston,
Massachusetts
|
$532K
|
+$127K
|
+7,042
|
+33%
|
|
|
40
|
Stifel Financial
St. Louis,
Missouri
|
$504K
|
+$24.6K
|
+1,367
|
+5%
|
|
|
41
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$392K
|
+$380K
|
+21,078
|
New
|
|
|
42
|
Financial Management Professionals
Austin,
Texas
|
$327K
|
–
|
–
|
–
|
|
|
43
|
MAI Capital Management
Independence,
Ohio
|
$304K
|
–
|
–
|
–
|
|
|
44
|
California Public Employees Retirement System
Sacramento,
California
|
$298K
|
+$289K
|
+16,014
|
New
|
|
|
45
|
FCG Advisors
Chatham,
New Jersey
|
$290K
|
+$4.81K
|
+267
|
+2%
|
|
|
46
|
Inscription Capital
Houston,
Texas
|
$267K
|
–
|
–
|
–
|
|
|
47
|
PagnatoKarp Partners
Reston,
Virginia
|
$260K
|
–
|
–
|
–
|
|
|
48
|
Arete Wealth Advisors
Chicago,
Illinois
|
$255K
|
+$247K
|
+13,695
|
New
|
|
|
49
|
Northern Trust
Chicago,
Illinois
|
$227K
|
-$718K
|
-39,847
|
-77%
|
|
|
50
|
ExodusPoint Capital Management
New York
|
$225K
|
+$218K
|
+12,093
|
New
|
|
