|
26
|
Fort Point Capital Partners
San Francisco,
California
|
$251K
|
-$120K
|
-12,371
|
-34%
|
|
|
27
|
Almitas Capital
Santa Monica,
California
|
$249K
|
+$228K
|
+23,647
|
New
|
|
|
28
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$210K
|
+$14.5K
|
+1,500
|
+8%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$177K
|
-$36.1K
|
-3,739
|
-18%
|
|
|
30
|
Kestra Advisory Services
Austin,
Texas
|
$168K
|
-$21.8K
|
-2,253
|
-12%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$164K
|
+$151K
|
+15,621
|
New
|
|
|
32
|
MML Investors Services
Springfield,
Massachusetts
|
$162K
|
+$5.05K
|
+523
|
+4%
|
|
|
33
|
Sit Investment Associates
Minneapolis,
Minnesota
|
$161K
|
–
|
–
|
–
|
|
|
34
|
Credit Suisse
Zurich,
Switzerland
|
$147K
|
–
|
–
|
–
|
|
|
35
|
Ameriprise
Minneapolis,
Minnesota
|
$144K
|
–
|
–
|
–
|
|
|
36
|
Tompkins Financial
Ithaca,
New York
|
$143K
|
–
|
–
|
–
|
|
|
37
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$122K
|
–
|
–
|
–
|
|
|
38
|
Northern Trust
Chicago,
Illinois
|
$117K
|
-$92.8K
|
-9,606
|
-46%
|
|
|
39
|
Atria Wealth Solutions
New York
|
$111K
|
–
|
–
|
–
|
|
|
40
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$105K
|
–
|
–
|
–
|
|
|
41
|
Osaic Holdings
Scottsdale,
Arizona
|
$72.9K
|
-$9.87K
|
-1,022
|
-13%
|
|
|
42
|
Brown Brothers Harriman & Co
New York
|
$69.4K
|
+$63.8K
|
+6,600
|
New
|
|
|
43
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$31.1K
|
+$28.5K
|
+2,955
|
New
|
|
|
44
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$24.8K
|
–
|
–
|
–
|
|
|
45
|
|
$22.4K
|
-$3.9K
|
-404
|
-16%
|
|
|
46
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$504
|
–
|
–
|
–
|
|
|
47
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
–
|
-$5.06M
|
-554,614
|
Closed
|
|
|
48
|
Bank of Montreal
Toronto,
Ontario, Canada
|
–
|
-$396K
|
-34,306
|
Closed
|
|
|
49
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
–
|
-$144K
|
-15,768
|
Closed
|
|
|
50
|
Klingman & Associates
New York
|
–
|
-$132K
|
-14,485
|
Closed
|
|
