|
101
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$250K
|
–
|
–
|
–
|
|
|
102
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$241K
|
–
|
–
|
–
|
|
|
103
|
Russell Investments Group
London,
United Kingdom
|
$234K
|
-$5.55M
|
-77,505
|
-96%
|
|
|
104
|
Wells Fargo
San Francisco,
California
|
$144K
|
–
|
–
|
–
|
|
|
105
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$144K
|
+$34.9K
|
+487
|
+35%
|
|
|
106
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$76K
|
–
|
–
|
–
|
|
|
107
|
US Bancorp
Minneapolis,
Minnesota
|
$74K
|
-$4.87K
|
-68
|
-7%
|
|
|
108
|
Victory Capital Management
San Antonio,
Texas
|
$68K
|
–
|
–
|
–
|
|
|
109
|
Prelude Capital Management
New York
|
$44K
|
+$41.7K
|
+582
|
New
|
|
|
110
|
|
$41K
|
+$38.5K
|
+538
|
New
|
|
|
111
|
Highstreet Asset Management
London,
Ontario, Canada
|
$32K
|
–
|
–
|
–
|
|
|
112
|
Advisor Group
Phoenix,
Arizona
|
$26K
|
+$8.38K
|
+117
|
+52%
|
|
|
113
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$24.4K
|
-$5.09K
|
-71
|
-18%
|
|
|
114
|
First Horizon Advisors
Memphis,
Tennessee
|
$23K
|
–
|
–
|
–
|
|
|
115
|
Private Capital Group
West Hartford,
Connecticut
|
$23K
|
+$21.6K
|
+302
|
New
|
|
|
116
|
SeaCrest Wealth Management
Purchase,
New York
|
$17K
|
–
|
–
|
–
|
|
|
117
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$15K
|
–
|
–
|
–
|
|
|
118
|
SignatureFD
Atlanta,
Georgia
|
$12K
|
+$2.15K
|
+30
|
+23%
|
|
|
119
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$7K
|
+$4.94K
|
+69
|
+627%
|
|
|
120
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$7K
|
+$7.17K
|
+100
|
New
|
|
|
121
|
Peregrine Capital Management
Minneapolis,
Minnesota
|
$5K
|
+$5.09K
|
+71
|
New
|
|
|
122
|
SEI Investments
Oaks,
Pennsylvania
|
$1K
|
+$931
|
+13
|
New
|
|
|
123
|
Greystone Managed Investments
Regina,
Saskatchewan, Canada
|
–
|
-$16.7M
|
-228,224
|
Closed
|
|
|
124
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
–
|
-$1.81M
|
-24,782
|
Closed
|
|
|
125
|
|
–
|
-$505K
|
-6,900
|
Closed
|
|
