|
26
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$129K
|
–
|
–
|
–
|
|
|
27
|
Arax Advisory Partners
Denver,
Colorado
|
$104K
|
–
|
–
|
–
|
|
|
28
|
Fidelity Investments
Boston,
Massachusetts
|
$80.7K
|
-$45.5K
|
-414
|
-36%
|
|
|
29
|
AE Wealth Management
Topeka,
Kansas
|
$62.3K
|
+$34K
|
+309
|
+121%
|
|
|
30
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$34K
|
+$33.9K
|
+308
|
New
|
|
|
31
|
CX Institutional
Auburn,
Indiana
|
$22K
|
-$110
|
-1
|
-0.5%
|
|
|
32
|
Sankala Group
Lyons,
Colorado
|
$20K
|
+$18.9K
|
+172
|
New
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14.3K
|
–
|
–
|
–
|
|
|
34
|
Brown Brothers Harriman & Co
New York
|
$13.9K
|
+$13.9K
|
+126
|
New
|
|
|
35
|
Global Retirement Partners
San Rafael,
California
|
$12K
|
+$12K
|
+109
|
New
|
|
|
36
|
NBT Bank
Norwich,
New York
|
$6.62K
|
–
|
–
|
–
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.3K
|
+$110
|
+1
|
+2%
|
|
|
38
|
William Blair & Company
Chicago,
Illinois
|
$5.08K
|
+$2.75K
|
+25
|
+119%
|
|
|
39
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$3.31K
|
–
|
–
|
–
|
|
|
40
|
Silver Grove Financial Group
Orchard Park,
New York
|
$2.54K
|
+$2.53K
|
+23
|
New
|
|
|
41
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.1K
|
–
|
–
|
–
|
|
|
42
|
Horizon Investments
Charlotte,
North Carolina
|
$883
|
-$880
|
-8
|
-50%
|
|
|
43
|
Private Trust Company
Cleveland,
Ohio
|
$883
|
–
|
–
|
–
|
|
|
44
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$220
|
–
|
–
|
–
|
|
|
45
|
CIBC World Market
Toronto,
Ontario, Canada
|
–
|
-$14.8M
|
-141,170
|
Closed
|
|
|
46
|
Vertex Investment Solutions
Chiyoda-Ku,
|
–
|
-$704K
|
-6,900
|
Closed
|
|
|
47
|
SIH Partners
Wilmington,
Delaware
|
–
|
-$296K
|
-2,827
|
Closed
|
|
|
48
|
RhumbLine Advisers
Boston,
Massachusetts
|
–
|
-$36.4K
|
-348
|
Closed
|
|
|
49
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
–
|
-$3K
|
-24
|
Closed
|
|
|
50
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
–
|
-$942
|
-9
|
Closed
|
|
