|
26
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$367K
|
–
|
–
|
–
|
|
|
27
|
Creekside Partners
Petaluma,
California
|
$350K
|
+$355K
|
+10,767
|
New
|
|
|
28
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$348K
|
–
|
–
|
–
|
|
|
29
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$336K
|
-$13.2K
|
-400
|
-4%
|
|
|
30
|
Pathstone Holdings
Englewood,
New Jersey
|
$334K
|
-$91.5K
|
-2,775
|
-21%
|
|
|
31
|
RWA Wealth Partners
Newton,
Massachusetts
|
$301K
|
–
|
–
|
–
|
|
|
32
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$267K
|
-$36K
|
-1,092
|
-12%
|
|
|
33
|
HUB Investment Partners
Austin,
Texas
|
$222K
|
+$225K
|
+6,820
|
New
|
|
|
34
|
|
$180K
|
-$36.4K
|
-1,103
|
-17%
|
|
|
35
|
Centaurus Financial
Anaheim,
California
|
$178K
|
-$11.2K
|
-339
|
-6%
|
|
|
36
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$173K
|
-$538K
|
-16,310
|
-75%
|
|
|
37
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$130K
|
-$65.9K
|
-2,000
|
-33%
|
|
|
38
|
UBS Group
Zurich,
Switzerland
|
$102K
|
-$568K
|
-17,231
|
-85%
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$98.5K
|
-$16.5K
|
-500
|
-15%
|
|
|
40
|
|
$86K
|
+$50.2K
|
+1,523
|
+137%
|
|
|
41
|
NKCFO LLC
Geneva,
Illinois
|
$81K
|
–
|
–
|
–
|
|
|
42
|
Nomura Asset Management
Tokyo,
Japan
|
$78.4K
|
–
|
–
|
–
|
|
|
43
|
Solstein Capital
Menlo Park,
California
|
$68.2K
|
–
|
–
|
–
|
|
|
44
|
Allworth Financial
Folsom,
California
|
$59.1K
|
–
|
–
|
–
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$44.4K
|
-$245K
|
-7,437
|
-84%
|
|
|
46
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$42K
|
–
|
–
|
–
|
|
|
47
|
Chilton Capital Management
Houston,
Texas
|
$39.3K
|
+$3.92K
|
+119
|
+11%
|
|
|
48
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$39K
|
-$33K
|
-1,000
|
-45%
|
|
|
49
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$35.6K
|
–
|
–
|
–
|
|
|
50
|
Fidelity Investments
Boston,
Massachusetts
|
$32.5K
|
+$33K
|
+1,000
|
New
|
|
