|
26
|
Whittier Trust
South Pasadena,
California
|
$845K
|
+$75.4K
|
+15,000
|
+12%
|
|
|
27
|
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
|
$781K
|
+$555K
|
+110,421
|
+557%
|
|
|
28
|
|
$732K
|
+$17.1K
|
+3,407
|
+3%
|
|
|
29
|
Lee Financial
Dallas,
Texas
|
$678K
|
+$568K
|
+113,000
|
New
|
|
|
30
|
Tortoise Capital Advisors
Overland Park,
Kansas
|
$409K
|
–
|
–
|
–
|
|
|
31
|
Carter Financial Group
Barrington,
Illinois
|
$389K
|
–
|
–
|
–
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$362K
|
+$303K
|
+60,310
|
New
|
|
|
33
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$347K
|
–
|
–
|
–
|
|
|
34
|
Tidal Investments
Milwaukee,
Wisconsin
|
$322K
|
+$4.15K
|
+826
|
+2%
|
|
|
35
|
HUB Investment Partners
Austin,
Texas
|
$300K
|
–
|
–
|
–
|
|
|
36
|
KWMG LLC
Overland Park,
Kansas
|
$295K
|
–
|
–
|
–
|
|
|
37
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$259K
|
+$217K
|
+43,195
|
New
|
|
|
38
|
Arax Advisory Partners
Denver,
Colorado
|
$237K
|
+$54.5K
|
+10,835
|
+38%
|
|
|
39
|
XTX Topco
George Town,
Cayman Islands
|
$207K
|
+$173K
|
+34,476
|
New
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$191K
|
-$5
|
-1
|
-0%
|
|
|
41
|
LexAurum Advisors
Overland Park,
Kansas
|
$176K
|
–
|
–
|
–
|
|
|
42
|
BOK Financial
Tulsa,
Oklahoma
|
$169K
|
–
|
–
|
–
|
|
|
43
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$164K
|
–
|
–
|
–
|
|
|
44
|
D.A. Davidson & Co
Great Falls,
Montana
|
$161K
|
-$9.3K
|
-1,850
|
-6%
|
|
|
45
|
CreativeOne Wealth
Overland Park,
Kansas
|
$141K
|
+$29.5K
|
+5,871
|
+33%
|
|
|
46
|
Everpar Advisors
Tulsa,
Oklahoma
|
$138K
|
–
|
–
|
–
|
|
|
47
|
FLC Capital Advisors
Palm Desert,
California
|
$137K
|
–
|
–
|
–
|
|
|
48
|
Cresset Asset Management
Chicago,
Illinois
|
$131K
|
–
|
–
|
–
|
|
|
49
|
Simon Quick Advisors
Morristown,
New Jersey
|
$129K
|
+$108K
|
+21,500
|
New
|
|
|
50
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$122K
|
–
|
–
|
–
|
|
