|
51
|
Fidelity Investments
Boston,
Massachusetts
|
$268K
|
-$278K
|
-8,805
|
-51%
|
|
|
52
|
Stifel Financial
St. Louis,
Missouri
|
$260K
|
+$258K
|
+8,190
|
New
|
|
|
53
|
Charles Schwab Trust
Henderson,
Nevada
|
$253K
|
+$251K
|
+7,946
|
New
|
|
|
54
|
MBE Wealth Management
Tomah,
Wisconsin
|
$248K
|
+$246K
|
+7,814
|
New
|
|
|
55
|
Credit Suisse
Zurich,
Switzerland
|
$225K
|
-$25.1K
|
-796
|
-10%
|
|
|
56
|
GeoWealth Management
Chicago,
Illinois
|
$215K
|
-$79.7K
|
-2,526
|
-27%
|
|
|
57
|
SFE Investment Counsel
Los Angeles,
California
|
$210K
|
-$7.88K
|
-250
|
-4%
|
|
|
58
|
Cresset Asset Management
Chicago,
Illinois
|
$205K
|
+$204K
|
+6,462
|
New
|
|
|
59
|
|
$202K
|
-$19.5K
|
-618
|
-9%
|
|
|
60
|
Synovus Financial
Columbus,
Georgia
|
$198K
|
+$175K
|
+5,549
|
+949%
|
|
|
61
|
Global Financial Private Client
Sarasota,
Florida
|
$160K
|
+$159K
|
+5,049
|
New
|
|
|
62
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$108K
|
–
|
–
|
–
|
|
|
63
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$75K
|
–
|
–
|
–
|
|
|
64
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$60.4K
|
+$59.9K
|
+1,900
|
New
|
|
|
65
|
BigSur Wealth Management
Miami,
Florida
|
$54K
|
+$53.6K
|
+1,700
|
New
|
|
|
66
|
Weaver Consulting Group
Huntington Beach,
California
|
$48K
|
–
|
–
|
–
|
|
|
67
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$43K
|
+$42.6K
|
+1,350
|
New
|
|
|
68
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$36K
|
–
|
–
|
–
|
|
|
69
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$35K
|
+$25.3K
|
+801
|
+267%
|
|
|
70
|
Asset Dedication LLC
San Francisco,
California
|
$32K
|
–
|
–
|
–
|
|
|
71
|
EPG Wealth Management
Atlanta,
Georgia
|
$32K
|
+$31.5K
|
+1,000
|
New
|
|
|
72
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$28K
|
–
|
–
|
–
|
|
|
73
|
William Blair & Company
Chicago,
Illinois
|
$28K
|
–
|
–
|
–
|
|
|
74
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$25K
|
-$4.26K
|
-135
|
-15%
|
|
|
75
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$24K
|
–
|
–
|
–
|
|
