|
26
|
Northern Trust
Chicago,
Illinois
|
$540K
|
–
|
–
|
–
|
|
|
27
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$478K
|
-$18.3K
|
-546
|
-4%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$454K
|
-$128K
|
-3,813
|
-23%
|
|
|
29
|
MAI Capital Management
Independence,
Ohio
|
$368K
|
-$24.9K
|
-744
|
-7%
|
|
|
30
|
Corient Private Wealth
Miami,
Florida
|
$365K
|
–
|
–
|
–
|
|
|
31
|
Snowden Capital Advisors
New York
|
$325K
|
+$313K
|
+9,345
|
New
|
|
|
32
|
Total Investment Management
Scottsdale,
Arizona
|
$300K
|
+$100
|
+3
|
+0%
|
|
|
33
|
GTS Securities
Miami,
Florida
|
$292K
|
+$281K
|
+8,397
|
New
|
|
|
34
|
Insight Folios
Charlotte,
North Carolina
|
$256K
|
-$28.3K
|
-846
|
-10%
|
|
|
35
|
Private Advisor Group
Morristown,
New Jersey
|
$241K
|
-$502
|
-15
|
-0.2%
|
|
|
36
|
Ritholtz Wealth Management
New York
|
$202K
|
+$195K
|
+5,814
|
New
|
|
|
37
|
Fidelity Investments
Boston,
Massachusetts
|
$181K
|
–
|
–
|
–
|
|
|
38
|
Ancora Advisors
Cleveland,
Ohio
|
$105K
|
–
|
–
|
–
|
|
|
39
|
Crewe Advisors
Salt Lake City,
Utah
|
$62.6K
|
–
|
–
|
–
|
|
|
40
|
Jones Financial Companies
Des Peres,
Missouri
|
$61.7K
|
+$59.4K
|
+1,773
|
New
|
|
|
41
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$45.5K
|
–
|
–
|
–
|
|
|
42
|
BOK Financial Private Wealth
Denver,
Colorado
|
$41.7K
|
–
|
–
|
–
|
|
|
43
|
SOA Wealth Advisors
New York
|
$16.4K
|
–
|
–
|
–
|
|
|
44
|
WealthPLAN Partners
Omaha,
Nebraska
|
$5.22K
|
–
|
–
|
–
|
|
|
45
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2.61K
|
+$2.51K
|
+75
|
New
|
|
|
46
|
Beaumont Capital Management
Boston,
Massachusetts
|
–
|
-$14.2M
|
-427,407
|
Closed
|
|
|
47
|
Personal CFO Solutions
Chester,
New Jersey
|
–
|
-$2.71M
|
-81,642
|
Closed
|
|
|
48
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$2.05M
|
-61,914
|
Closed
|
|
|
49
|
Axxcess Wealth Management
Carlsbad,
California
|
–
|
-$1.56M
|
-47,079
|
Closed
|
|
|
50
|
Atria Wealth Solutions
New York
|
–
|
-$836K
|
-25,185
|
Closed
|
|
