|
26
|
Citadel Advisors
Miami,
Florida
|
$229K
|
+$224K
|
+3,981
|
New
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$223K
|
+$218K
|
+3,880
|
New
|
|
|
28
|
Whittier Trust
South Pasadena,
California
|
$216K
|
+$210K
|
+3,742
|
New
|
|
|
29
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$175K
|
+$48.8K
|
+868
|
+40%
|
|
|
30
|
William Blair & Company
Chicago,
Illinois
|
$154K
|
–
|
–
|
–
|
|
|
31
|
Steward Partners Investment Advisory
New York
|
$109K
|
+$107K
|
+1,900
|
New
|
|
|
32
|
US Bancorp
Minneapolis,
Minnesota
|
$104K
|
–
|
–
|
–
|
|
|
33
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$77K
|
+$17.6K
|
+314
|
+31%
|
|
|
34
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$68K
|
+$9.77K
|
+174
|
+17%
|
|
|
35
|
4Thought Financial Group
Syosset,
New York
|
$50K
|
+$49.2K
|
+876
|
New
|
|
|
36
|
Valeo Financial Advisors
Carmel,
Indiana
|
$46K
|
–
|
–
|
–
|
|
|
37
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$40K
|
–
|
–
|
–
|
|
|
38
|
Global Retirement Partners
San Rafael,
California
|
$28K
|
+$2.64K
|
+47
|
+11%
|
|
|
39
|
Private Capital Group
West Hartford,
Connecticut
|
$17K
|
–
|
–
|
–
|
|
|
40
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$9K
|
+$8.76K
|
+156
|
New
|
|
|
41
|
New Capital Management
Houston,
Texas
|
$8K
|
–
|
–
|
–
|
|
|
42
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.38K
|
–
|
–
|
–
|
|
|
43
|
|
$1K
|
+$1.4K
|
+25
|
New
|
|
|
44
|
Westside Investment Management
Santa Monica,
California
|
$28
|
–
|
–
|
–
|
|
|
45
|
Advisory Services Network
Atlanta,
Georgia
|
–
|
-$266K
|
-5,014
|
Closed
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
–
|
+$56
|
+1
|
New
|
|
