|
401
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$132K
|
–
|
–
|
–
|
|
|
402
|
North Star Investment Management
Chicago,
Illinois
|
$122K
|
–
|
–
|
–
|
|
|
403
|
New Potomac Partners
Bethesda,
Maryland
|
$121K
|
+$123K
|
+2,000
|
New
|
|
|
404
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$113K
|
+$112K
|
+1,826
|
+4,565%
|
|
|
405
|
Highstreet Asset Management
London,
Ontario, Canada
|
$111K
|
+$46.2K
|
+753
|
+69%
|
|
|
406
|
American Portfolios Advisors
Holbrook,
New York
|
$108K
|
+$12.2K
|
+198
|
+12%
|
|
|
407
|
Icon Wealth Partners
Houston,
Texas
|
$108K
|
–
|
–
|
–
|
|
|
408
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$107K
|
–
|
–
|
–
|
|
|
409
|
|
$102K
|
+$103K
|
+1,683
|
New
|
|
|
410
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$98K
|
+$101K
|
+1,651
|
New
|
|
|
411
|
Intellectus Partners
San Francisco,
California
|
$91K
|
–
|
–
|
–
|
|
|
412
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$86K
|
+$47.4K
|
+772
|
+120%
|
|
|
413
|
Harvest Fund Management
Beijing,
China
|
$84K
|
+$85.9K
|
+1,400
|
New
|
|
|
414
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$79.9K
|
-$4.82M
|
-78,493
|
-94%
|
|
|
415
|
City Holding Co
Charleston,
West Virginia
|
$76K
|
–
|
–
|
–
|
|
|
416
|
SEI Investments
Oaks,
Pennsylvania
|
$74K
|
-$60.6K
|
-987
|
-44%
|
|
|
417
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$73K
|
+$61.4K
|
+1,000
|
+500%
|
|
|
418
|
Pathstone Family Office
Englewood,
New Jersey
|
$63K
|
+$63.7K
|
+1,038
|
New
|
|
|
419
|
Edge Advisors
Atlanta,
Georgia
|
$60K
|
-$33.1K
|
-540
|
-35%
|
|
|
420
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$60K
|
+$40K
|
+651
|
+193%
|
|
|
421
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$60K
|
+$60.4K
|
+985
|
New
|
|
|
422
|
Private Capital Group
West Hartford,
Connecticut
|
$57K
|
-$2.8M
|
-45,708
|
-98%
|
|
|
423
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$52K
|
+$24.5K
|
+400
|
+86%
|
|
|
424
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$49K
|
+$6.57K
|
+107
|
+15%
|
|
|
425
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$45K
|
+$17.4K
|
+283
|
+62%
|
|
