|
26
|
HighTower Advisors
Chicago,
Illinois
|
$240K
|
–
|
–
|
–
|
|
|
27
|
ES4 LLC
Newport Beach,
California
|
$230K
|
+$234K
|
+12,076
|
New
|
|
|
28
|
Sunpointe
St. Louis,
Missouri
|
$203K
|
+$202K
|
+10,382
|
New
|
|
|
29
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$143K
|
-$6.19K
|
-319
|
-4%
|
|
|
30
|
Parallel Advisors
San Francisco,
California
|
$85.6K
|
+$26.8K
|
+1,382
|
+44%
|
|
|
31
|
Kestra Advisory Services
Austin,
Texas
|
$37.4K
|
+$38.1K
|
+1,962
|
New
|
|
|
32
|
Bessemer Group
Woodbridge,
New Jersey
|
$33K
|
+$33.4K
|
+1,719
|
New
|
|
|
33
|
Global Retirement Partners
San Rafael,
California
|
$29.4K
|
–
|
–
|
–
|
|
|
34
|
CX Institutional
Auburn,
Indiana
|
$21K
|
+$563
|
+29
|
+3%
|
|
|
35
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$19.1K
|
+$19.4K
|
+1,000
|
New
|
|
|
36
|
Harbour Investments
Madison,
Wisconsin
|
$16.6K
|
+$16.9K
|
+871
|
New
|
|
|
37
|
Orion Capital Management
Coronado,
California
|
$7.09K
|
–
|
–
|
–
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$781
|
-$360K
|
-18,551
|
-100%
|
|
|
39
|
Fidelity Investments
Boston,
Massachusetts
|
$472
|
–
|
–
|
–
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$14
|
+$19
|
+1
|
New
|
|
|
41
|
|
–
|
-$5.72M
|
-300,100
|
Closed
|
|
|
42
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
–
|
-$2.27M
|
-119,314
|
Closed
|
|
|
43
|
Flow Traders U.S.
New York
|
–
|
-$1.46M
|
-76,649
|
Closed
|
|
|
44
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
–
|
-$533K
|
-27,979
|
Closed
|
|
|
45
|
Belpointe Asset Management
Reno,
Nevada
|
–
|
-$381K
|
-20,016
|
Closed
|
|
|
46
|
Wealthspire Advisors (New York)
New York
|
–
|
-$7.14K
|
-375
|
Closed
|
|
|
47
|
US Bancorp
Minneapolis,
Minnesota
|
–
|
-$1.79K
|
-94
|
Closed
|
|
