|
26
|
Independent Financial Group
San Diego,
California
|
$195K
|
+$195K
|
+10,182
|
New
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$194K
|
+$194K
|
+10,139
|
New
|
|
|
28
|
HighTower Advisors
Chicago,
Illinois
|
$191K
|
-$219K
|
-11,450
|
-53%
|
|
|
29
|
FNY Investment Advisers
New York
|
$147K
|
-$30.7K
|
-1,604
|
-17%
|
|
|
30
|
Osaic Holdings
Scottsdale,
Arizona
|
$144K
|
-$72.5K
|
-3,792
|
-33%
|
|
|
31
|
Crewe Advisors
Salt Lake City,
Utah
|
$144K
|
+$143K
|
+7,500
|
New
|
|
|
32
|
Rockefeller Capital Management
New York
|
$132K
|
+$103K
|
+5,391
|
+355%
|
|
|
33
|
FourThought Financial
Venice,
Florida
|
$59K
|
–
|
–
|
–
|
|
|
34
|
Westside Investment Management
Santa Monica,
California
|
$47.9K
|
+$47.8K
|
+2,500
|
New
|
|
|
35
|
Central Trust Company
Jefferson City,
Missouri
|
$24K
|
+$23.9K
|
+1,250
|
New
|
|
|
36
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$8K
|
+$689
|
+36
|
+9%
|
|
|
37
|
Millennium Management
New York
|
–
|
-$4.85M
|
-262,116
|
Closed
|
|
|
38
|
Old Mission Capital
Chicago,
Illinois
|
–
|
-$484K
|
-26,200
|
Closed
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$267K
|
-14,424
|
Closed
|
|
|
40
|
Pathstone Family Office
Englewood,
New Jersey
|
–
|
-$96K
|
-5,193
|
Closed
|
|
|
41
|
TFO Wealth Partners
Maumee,
Ohio
|
–
|
-$46K
|
-2,500
|
Closed
|
|
