|
26
|
HighTower Advisors
Chicago,
Illinois
|
$310K
|
–
|
–
|
–
|
|
|
27
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$284K
|
–
|
–
|
–
|
|
|
28
|
Atria Investments
Charlotte,
North Carolina
|
$274K
|
+$45.5K
|
+1,316
|
+20%
|
|
|
29
|
Old Mission Capital
Chicago,
Illinois
|
$250K
|
-$431K
|
-12,462
|
-63%
|
|
|
30
|
William Blair & Company
Chicago,
Illinois
|
$239K
|
–
|
–
|
–
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$158K
|
–
|
–
|
–
|
|
|
32
|
Golden State Wealth Management
Santa Ana,
California
|
$152K
|
-$58.3K
|
-1,687
|
-28%
|
|
|
33
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$131K
|
-$8.02K
|
-232
|
-6%
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$104K
|
–
|
–
|
–
|
|
|
35
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$70.6K
|
+$70.2K
|
+2,030
|
New
|
|
|
36
|
AE Wealth Management
Topeka,
Kansas
|
$50.3K
|
-$1.11K
|
-32
|
-2%
|
|
|
37
|
Fidelity Investments
Boston,
Massachusetts
|
$42.2K
|
-$1.73K
|
-50
|
-4%
|
|
|
38
|
Triumph Capital Management
Denver,
Colorado
|
$24.3K
|
+$24.2K
|
+700
|
New
|
|
|
39
|
Strategic Wealth Partners
Independence,
Ohio
|
$21.3K
|
–
|
–
|
–
|
|
|
40
|
Kestra Advisory Services
Austin,
Texas
|
$21K
|
+$20.9K
|
+603
|
New
|
|
|
41
|
Whipplewood Advisors
Littleton,
Colorado
|
$12.4K
|
-$492K
|
-14,216
|
-98%
|
|
|
42
|
AssetMark Inc
Concord,
California
|
$10.5K
|
+$10.5K
|
+303
|
New
|
|
|
43
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$7.37K
|
-$2.14K
|
-62
|
-23%
|
|
|
44
|
Global Retirement Partners
San Rafael,
California
|
$6.98K
|
-$1.63K
|
-47
|
-19%
|
|
|
45
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.45K
|
–
|
–
|
–
|
|
|
46
|
Optima Capital
Beaverton,
Oregon
|
$3.72K
|
+$3.7K
|
+107
|
New
|
|
|
47
|
SYM Financial Corp
Winona Lake,
Indiana
|
$2.5K
|
+$2.49K
|
+72
|
New
|
|
|
48
|
Forefront Wealth Partners
Austin,
Texas
|
–
|
-$1.61M
|
-47,743
|
Closed
|
|
|
49
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$448K
|
-13,303
|
Closed
|
|
|
50
|
|
–
|
-$210K
|
-6,248
|
Closed
|
|
