|
26
|
VestGen Advisors
Inverness,
Illinois
|
$802K
|
+$598K
|
+12,798
|
New
|
|
|
27
|
|
$708K
|
+$734K
|
+15,715
|
New
|
|
|
28
|
Permanens Capital
New York
|
$462K
|
+$478K
|
+10,235
|
New
|
|
|
29
|
UBS Group
Zurich,
Switzerland
|
$399K
|
+$413K
|
+8,845
|
New
|
|
|
30
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$394K
|
+$408K
|
+8,732
|
New
|
|
|
31
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$338K
|
+$350K
|
+7,485
|
New
|
|
|
32
|
Sankala Group
Lyons,
Colorado
|
$303K
|
+$51.1K
|
+1,093
|
+19%
|
|
|
33
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$271K
|
+$281K
|
+6,017
|
New
|
|
|
34
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$207K
|
+$214K
|
+4,583
|
New
|
|
|
35
|
Private Trust Company
Cleveland,
Ohio
|
$201K
|
+$137K
|
+2,934
|
+194%
|
|
|
36
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$93K
|
+$96.4K
|
+2,063
|
New
|
|
|
37
|
Triumph Capital Management
Denver,
Colorado
|
$47.9K
|
+$49.6K
|
+1,062
|
New
|
|
|
38
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$37.7K
|
–
|
–
|
–
|
|
|
39
|
Farther Finance Advisors
San Francisco,
California
|
$21.5K
|
+$21.9K
|
+468
|
New
|
|
|
40
|
International Assets Investment Management
Orlando,
Florida
|
$6.15K
|
+$6.26K
|
+134
|
New
|
|
|
41
|
Creative Financial Designs
Kokomo,
Indiana
|
$4.92K
|
+$5.09K
|
+109
|
New
|
|
|
42
|
AssetMark Inc
Concord,
California
|
$902
|
–
|
–
|
–
|
|
|
43
|
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
–
|
-$40.2M
|
-1,000,149
|
Closed
|
|
