|
26
|
Whittier Trust
South Pasadena,
California
|
$241K
|
–
|
–
|
–
|
|
|
27
|
Southport Capital Management
Chattanooga,
Tennessee
|
$231K
|
-$89.2K
|
-1,413
|
-28%
|
|
|
28
|
Bristlecone Advisors
Bellevue,
Washington
|
$212K
|
+$208K
|
+3,289
|
New
|
|
|
29
|
William Blair & Company
Chicago,
Illinois
|
$173K
|
–
|
–
|
–
|
|
|
30
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$168K
|
+$22.2K
|
+351
|
+16%
|
|
|
31
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$137K
|
–
|
–
|
–
|
|
|
32
|
US Bancorp
Minneapolis,
Minnesota
|
$116K
|
–
|
–
|
–
|
|
|
33
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$109K
|
-$3.22K
|
-51
|
-3%
|
|
|
34
|
4Thought Financial Group
Syosset,
New York
|
$55K
|
-$442
|
-7
|
-0.8%
|
|
|
35
|
Strategic Asset Management
Rochester,
Minnesota
|
$51K
|
+$63
|
+1
|
+0.1%
|
|
|
36
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$44K
|
+$43.8K
|
+694
|
New
|
|
|
37
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$43K
|
+$42.4K
|
+672
|
New
|
|
|
38
|
|
$13K
|
+$12.3K
|
+195
|
New
|
|
|
39
|
Clean Yield Group
Norwich,
Vermont
|
$10K
|
–
|
–
|
–
|
|
|
40
|
Spire Wealth Management
Mclean,
Virginia
|
$5K
|
+$4.92K
|
+78
|
New
|
|
|
41
|
Arax Advisory Partners
Denver,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
42
|
Newton One Investments
Newark,
Delaware
|
$3K
|
–
|
–
|
–
|
|
|
43
|
Clearstead Advisors
Cleveland,
Ohio
|
$1K
|
–
|
–
|
–
|
|
|
44
|
Westside Investment Management
Santa Monica,
California
|
$32
|
–
|
–
|
–
|
|
|
45
|
Flow Traders U.S.
New York
|
–
|
-$1.44M
|
-24,239
|
Closed
|
|
|
46
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$209K
|
-3,512
|
Closed
|
|
|
47
|
Global Retirement Partners
San Rafael,
California
|
–
|
-$33K
|
-556
|
Closed
|
|
|
48
|
Private Capital Group
West Hartford,
Connecticut
|
–
|
-$18K
|
-300
|
Closed
|
|
|
49
|
Glen Eagle Advisors
Kingston,
New Jersey
|
–
|
-$1.43K
|
-24
|
Closed
|
|
|
50
|
Wells Fargo
San Francisco,
California
|
–
|
+$63
|
+1
|
New
|
|
