|
1
|
State Insurance Fund
New York
|
$161M
|
+$150M
|
+2,697,658
|
New
|
|
|
2
|
|
$48M
|
+$22.3M
|
+402,000
|
+100%
|
|
|
3
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.2M
|
+$749K
|
+13,516
|
+4%
|
|
|
4
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$14.1M
|
+$1.74M
|
+31,303
|
+15%
|
|
|
5
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$2.57M
|
-$207K
|
-3,729
|
-8%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.61M
|
+$131K
|
+2,366
|
+10%
|
|
|
7
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.61M
|
+$131K
|
+2,366
|
+10%
|
|
|
8
|
|
$1.6M
|
+$1.48M
|
+26,734
|
New
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$996K
|
-$975K
|
-17,598
|
-51%
|
|
|
10
|
Gemmer Asset Management
Walnut Creek,
California
|
$262K
|
+$243K
|
+4,388
|
New
|
|
|
11
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$249K
|
+$220K
|
+3,970
|
+1,985%
|
|
|
12
|
Per Stirling Capital Management
Austin,
Texas
|
$213K
|
+$198K
|
+3,565
|
New
|
|
|
13
|
First Pacific Financial
Vancouver,
Washington
|
$50.5K
|
+$46.9K
|
+846
|
New
|
|
|
14
|
Harbour Investments
Madison,
Wisconsin
|
$16.3K
|
+$15.1K
|
+273
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$443K
|
-8,324
|
Closed
|
|
|
16
|
Mutual Advisors
Omaha,
Nebraska
|
–
|
-$262K
|
-4,925
|
Closed
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
–
|
-$124K
|
-2,333
|
Closed
|
|
