|
26
|
Fiduciary Alliance
Greenville,
South Carolina
|
$2.87M
|
+$981K
|
+34,834
|
+58%
|
|
|
27
|
Advisor OS
Chicago,
Illinois
|
$2.63M
|
-$396K
|
-14,049
|
-14%
|
|
|
28
|
Northern Trust
Chicago,
Illinois
|
$2.1M
|
–
|
–
|
–
|
|
|
29
|
Klingenstein Fields & Co
New York
|
$1.99M
|
+$772K
|
+27,431
|
+72%
|
|
|
30
|
Raymond James Financial
St Petersburg,
Florida
|
$1.89M
|
+$373K
|
+13,237
|
+27%
|
|
|
31
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.52M
|
–
|
–
|
–
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$1.25M
|
+$932K
|
+33,098
|
+405%
|
|
|
33
|
Morse Asset Management
Darien,
Connecticut
|
$1.1M
|
+$1.03M
|
+36,500
|
New
|
|
|
34
|
Lido Advisors
Los Angeles,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
35
|
Jones Financial Companies
Des Peres,
Missouri
|
$762K
|
+$664K
|
+23,586
|
+1,385%
|
|
|
36
|
Neuberger Berman Group
New York
|
$563K
|
–
|
–
|
–
|
|
|
37
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$436K
|
–
|
–
|
–
|
|
|
38
|
Bank of America
Charlotte,
North Carolina
|
$383K
|
+$358K
|
+12,704
|
New
|
|
|
39
|
|
$316K
|
+$287K
|
+10,200
|
+3,820%
|
|
|
40
|
LPL Financial
San Diego,
California
|
$282K
|
–
|
–
|
–
|
|
|
41
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
–
|
-$10.4M
|
-412,587
|
Closed
|
|
|
42
|
|
–
|
-$1.1M
|
-39,137
|
Closed
|
|
|
43
|
HB Wealth Management
Atlanta,
Georgia
|
–
|
-$343K
|
-12,250
|
Closed
|
|
|
44
|
MSA Advisors
Santa Monica,
California
|
–
|
-$308K
|
-11,000
|
Closed
|
|
|
45
|
Flow Traders U.S.
New York
|
–
|
-$219K
|
-7,801
|
Closed
|
|
