|
51
|
WealthSource Partners
San Luis Obispo,
California
|
$133K
|
–
|
–
|
–
|
|
|
52
|
Alamar Capital Management
Santa Barbara,
California
|
$133K
|
+$161K
|
+14,906
|
New
|
|
|
53
|
Key Colony Management
Little Rock,
Arkansas
|
$130K
|
+$86.3K
|
+8,000
|
New
|
|
|
54
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$126K
|
+$6.96K
|
+645
|
+5%
|
|
|
55
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$115K
|
-$29.7K
|
-2,750
|
-18%
|
|
|
56
|
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
$115K
|
+$141K
|
+13,092
|
New
|
|
|
57
|
Strategic Advisors
New York
|
$114K
|
-$35.6K
|
-3,301
|
-20%
|
|
|
58
|
Bluefin Capital Management
New York
|
$110K
|
+$135K
|
+12,470
|
New
|
|
|
59
|
Ruffer LLP
London,
United Kingdom
|
$103K
|
–
|
–
|
–
|
|
|
60
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$99K
|
+$237
|
+22
|
+0.2%
|
|
|
61
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$96K
|
–
|
–
|
–
|
|
|
62
|
Creative Planning
Overland Park,
Kansas
|
$96K
|
+$1.05K
|
+97
|
+0.9%
|
|
|
63
|
Spire Wealth Management
Mclean,
Virginia
|
$48K
|
-$12.9K
|
-1,200
|
-18%
|
|
|
64
|
William Blair & Company
Chicago,
Illinois
|
$39K
|
–
|
–
|
–
|
|
|
65
|
Wells Fargo
San Francisco,
California
|
$23K
|
-$2.08K
|
-193
|
-7%
|
|
|
66
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$21.8K
|
–
|
–
|
–
|
|
|
67
|
IFP Advisors
Tampa,
Florida
|
$15K
|
–
|
–
|
–
|
|
|
68
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$14K
|
–
|
–
|
–
|
|
|
69
|
High Net Worth Advisory Group
Naples,
Florida
|
$14K
|
–
|
–
|
–
|
|
|
70
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$13K
|
+$16.5K
|
+1,529
|
New
|
|
|
71
|
Blue Trust Inc
Alpharetta,
Georgia
|
$12K
|
–
|
–
|
–
|
|
|
72
|
Rockefeller Capital Management
New York
|
$8K
|
–
|
–
|
–
|
|
|
73
|
Sandy Spring Bank
Olney,
Maryland
|
$7K
|
–
|
–
|
–
|
|
|
74
|
WNY Asset Management
Williamsville,
New York
|
$6K
|
-$6.96K
|
-645
|
Closed
|
|
|
75
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$6K
|
–
|
–
|
–
|
|
