|
51
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$597K
|
-$299K
|
-5,966
|
-33%
|
|
|
52
|
Cable Hill Partners
Portland,
Oregon
|
$516K
|
+$4.16K
|
+83
|
+0.8%
|
|
|
53
|
Appleton Partners
Boston,
Massachusetts
|
$489K
|
-$533K
|
-10,635
|
-52%
|
|
|
54
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$483K
|
+$484K
|
+9,651
|
New
|
|
|
55
|
Coyle Financial Counsel
Glenview,
Illinois
|
$448K
|
+$448K
|
+8,945
|
New
|
|
|
56
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$318K
|
+$30.9K
|
+616
|
+11%
|
|
|
57
|
Whittier Trust
South Pasadena,
California
|
$310K
|
–
|
–
|
–
|
|
|
58
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$304K
|
+$305K
|
+6,077
|
New
|
|
|
59
|
Stifel Financial
St. Louis,
Missouri
|
$303K
|
-$8.69M
|
-173,408
|
-97%
|
|
|
60
|
Summit Asset Management
Memphis,
Tennessee
|
$275K
|
+$276K
|
+5,500
|
New
|
|
|
61
|
Crabel Capital Management
Los Angeles,
California
|
$269K
|
–
|
–
|
–
|
|
|
62
|
Bristlecone Advisors
Bellevue,
Washington
|
$225K
|
-$15K
|
-300
|
-6%
|
|
|
63
|
Elmwood Wealth Management
Berkeley,
California
|
$200K
|
–
|
–
|
–
|
|
|
64
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$150K
|
–
|
–
|
–
|
|
|
65
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$108K
|
+$108K
|
+2,150
|
New
|
|
|
66
|
William Blair & Company
Chicago,
Illinois
|
$75K
|
–
|
–
|
–
|
|
|
67
|
IFP Advisors
Tampa,
Florida
|
$59K
|
+$58.8K
|
+1,174
|
New
|
|
|
68
|
LifePlan Financial Group
Dayton,
Ohio
|
$53K
|
–
|
–
|
–
|
|
|
69
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$47K
|
+$47.1K
|
+940
|
New
|
|
|
70
|
UBS Group
Zurich,
Switzerland
|
$16K
|
+$15.6K
|
+311
|
New
|
|
|
71
|
Winthrop Partners - WNY
Buffalo,
New York
|
$15K
|
+$15K
|
+300
|
New
|
|
|
72
|
CKW Financial Group
Honolulu,
Hawaii
|
$14K
|
–
|
–
|
–
|
|
|
73
|
American Portfolios Advisors
Holbrook,
New York
|
$3.56K
|
+$3.56K
|
+71
|
New
|
|
|
74
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$1.37M
|
-27,284
|
Closed
|
|
|
75
|
|
–
|
-$836K
|
-16,658
|
Closed
|
|
