|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$294K
|
+$130K
|
+1,885
|
+79%
|
|
|
27
|
Core Wealth Partners
Santa Rosa,
California
|
$241K
|
–
|
–
|
–
|
|
|
28
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$236K
|
–
|
–
|
–
|
|
|
29
|
E&G Advisors
Houston,
Texas
|
$222K
|
–
|
–
|
–
|
|
|
30
|
Meitav Investment House
Bene-Beraq,
Israel
|
$219K
|
–
|
–
|
–
|
|
|
31
|
Wells Fargo
San Francisco,
California
|
$133K
|
-$3.52K
|
-51
|
-3%
|
|
|
32
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$131K
|
–
|
–
|
–
|
|
|
33
|
Main Management
San Francisco,
California
|
$87K
|
–
|
–
|
–
|
|
|
34
|
HM Payson & Co
Portland,
Maine
|
$69K
|
–
|
–
|
–
|
|
|
35
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$65K
|
–
|
–
|
–
|
|
|
36
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$43K
|
–
|
–
|
–
|
|
|
37
|
Private Trust Company
Cleveland,
Ohio
|
$33.3K
|
+$33.4K
|
+483
|
New
|
|
|
38
|
Global Retirement Partners
San Rafael,
California
|
$31.8K
|
+$33.4K
|
+483
|
New
|
|
|
39
|
William Blair & Company
Chicago,
Illinois
|
$30.2K
|
–
|
–
|
–
|
|
|
40
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$21.8K
|
+$21.8K
|
+316
|
New
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$15K
|
+$15.1K
|
+219
|
New
|
|
|
42
|
Cardiff Park Advisors
Carlsbad,
California
|
$11.7K
|
+$11.7K
|
+170
|
New
|
|
|
43
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
44
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$7.72K
|
-$23.6K
|
-341
|
-75%
|
|
|
45
|
Lindbrook Capital
Calabasas,
California
|
$6.34K
|
–
|
–
|
–
|
|
|
46
|
Asset Dedication LLC
San Francisco,
California
|
$6K
|
–
|
–
|
–
|
|
|
47
|
|
$1.03K
|
–
|
–
|
–
|
|
|
48
|
Tower Research Capital (TRC)
New York
|
$207
|
–
|
–
|
–
|
|
|
49
|
Huntington National Bank
Columbus,
Ohio
|
$69
|
–
|
–
|
–
|
|
|
50
|
Bank of New York Mellon
New York
|
–
|
-$1.29M
|
-19,401
|
Closed
|
|
