|
26
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$467K
|
+$483K
|
+6,684
|
New
|
|
|
27
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$398K
|
+$412K
|
+5,699
|
New
|
|
|
28
|
CoreCap Advisors
Southfield,
Michigan
|
$365K
|
+$378K
|
+5,220
|
New
|
|
|
29
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$343K
|
-$1.21M
|
-16,753
|
-77%
|
|
|
30
|
Private Trust Company
Cleveland,
Ohio
|
$303K
|
+$313K
|
+4,332
|
New
|
|
|
31
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$296K
|
+$306K
|
+4,233
|
New
|
|
|
32
|
World Investment Advisors
Santa Barbara,
California
|
$255K
|
+$264K
|
+3,655
|
New
|
|
|
33
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$222K
|
+$7.16K
|
+99
|
+3%
|
|
|
34
|
Perigon Wealth Management
San Francisco,
California
|
$203K
|
+$210K
|
+2,907
|
New
|
|
|
35
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$168K
|
+$174K
|
+2,410
|
New
|
|
|
36
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$75.8K
|
+$74.4K
|
+1,029
|
New
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.8K
|
+$38K
|
+526
|
New
|
|
|
38
|
3Chopt Investment Partners
Richmond,
Virginia
|
$32.6K
|
–
|
–
|
–
|
|
|
39
|
GeoWealth Management
Chicago,
Illinois
|
$26.8K
|
+$27.8K
|
+384
|
New
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$18.7K
|
+$19.3K
|
+267
|
New
|
|
|
41
|
EFG International
Zurich,
|
$16K
|
+$16.6K
|
+229
|
New
|
|
|
42
|
Spire Wealth Management
Mclean,
Virginia
|
$12.6K
|
+$13K
|
+180
|
New
|
|
|
43
|
Farther Finance Advisors
San Francisco,
California
|
$9.73K
|
–
|
–
|
–
|
|
|
44
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$2.59K
|
+$2.68K
|
+37
|
New
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$978
|
+$1.01K
|
+14
|
New
|
|
|
46
|
Citadel Advisors
Miami,
Florida
|
–
|
-$14.9M
|
-214,259
|
Closed
|
|
|
47
|
Fidelity Investments
Boston,
Massachusetts
|
–
|
-$69
|
-1
|
Closed
|
|
