|
26
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$761K
|
+$743K
|
+23,182
|
New
|
|
|
27
|
UBS Group
Zurich,
Switzerland
|
$702K
|
+$139K
|
+4,342
|
+25%
|
|
|
28
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$658K
|
+$643K
|
+20,055
|
New
|
|
|
29
|
Martin Capital Partners
Eugene,
Oregon
|
$568K
|
+$50.9K
|
+1,589
|
+10%
|
|
|
30
|
Leavell Investment Management
Mobile,
Alabama
|
$442K
|
+$27K
|
+843
|
+7%
|
|
|
31
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$376K
|
+$367K
|
+11,461
|
New
|
|
|
32
|
Checchi Capital Advisers
Beverly Hills,
California
|
$374K
|
–
|
–
|
–
|
|
|
33
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$321K
|
–
|
–
|
–
|
|
|
34
|
Alhambra Investment Management
Palmetto Bay,
Florida
|
$280K
|
+$96
|
+3
|
+0%
|
|
|
35
|
Wells Fargo
San Francisco,
California
|
$184K
|
-$42.2K
|
-1,316
|
-19%
|
|
|
36
|
Clearstead Advisors
Cleveland,
Ohio
|
$115K
|
–
|
–
|
–
|
|
|
37
|
Bank of America
Charlotte,
North Carolina
|
$84K
|
+$17.7K
|
+552
|
+28%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$68K
|
-$26.9K
|
-839
|
-29%
|
|
|
39
|
American Portfolios Advisors
Holbrook,
New York
|
$31.1K
|
–
|
–
|
–
|
|
|
40
|
Caldwell Trust
Venice,
Florida
|
$26.9K
|
–
|
–
|
–
|
|
|
41
|
Meeder Asset Management
Dublin,
Ohio
|
$7K
|
+$6.57K
|
+205
|
New
|
|
|
42
|
Whittier Trust
South Pasadena,
California
|
$5K
|
–
|
–
|
–
|
|
|
43
|
AssetMark Inc
Concord,
California
|
$3K
|
-$2.26M
|
-70,563
|
-100%
|
|
|
44
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3K
|
–
|
–
|
–
|
|
|
45
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$241K
|
-7,687
|
Closed
|
|
|
46
|
State Street
Boston,
Massachusetts
|
–
|
-$208K
|
-6,635
|
Closed
|
|
