|
26
|
Fort Point Capital Partners
San Francisco,
California
|
$433K
|
–
|
–
|
–
|
|
|
27
|
Lazard Asset Management
New York
|
$399K
|
–
|
–
|
–
|
|
|
28
|
Virtu KCG Holdings
New York
|
$336K
|
-$19.4K
|
-338
|
-5%
|
|
|
29
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$279K
|
+$126K
|
+2,200
|
+81%
|
|
|
30
|
|
$278K
|
-$707K
|
-12,346
|
-72%
|
|
|
31
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$245K
|
+$1.38K
|
+24
|
+0.6%
|
|
|
32
|
Colony Group
Boston,
Massachusetts
|
$209K
|
+$210K
|
+3,662
|
New
|
|
|
33
|
Arden Trust
Wilmington,
Delaware
|
$209K
|
+$210K
|
+3,668
|
New
|
|
|
34
|
Chesley Taft & Associates
Chicago,
Illinois
|
$205K
|
+$206K
|
+3,600
|
New
|
|
|
35
|
Advisor Group
Phoenix,
Arizona
|
$180K
|
+$127K
|
+2,210
|
+233%
|
|
|
36
|
Wealthcare Capital Management
Richmond,
Virginia
|
$179K
|
+$917
|
+16
|
+0.5%
|
|
|
37
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$173K
|
–
|
–
|
–
|
|
|
38
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$126K
|
+$127K
|
+2,220
|
New
|
|
|
39
|
Rockefeller Financial Services
New York
|
$89K
|
–
|
–
|
–
|
|
|
40
|
Brown Brothers Harriman & Co
New York
|
$82K
|
–
|
–
|
–
|
|
|
41
|
Focused Wealth Management
Newburgh,
New York
|
$77K
|
–
|
–
|
–
|
|
|
42
|
Tortoise Investment Management
White Plains,
New York
|
$68K
|
-$11.5K
|
-200
|
-14%
|
|
|
43
|
|
$60K
|
+$4.01K
|
+70
|
+7%
|
|
|
44
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$40K
|
–
|
–
|
–
|
|
|
45
|
Patten Group
Chattanooga,
Tennessee
|
$36.8K
|
–
|
–
|
–
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$23K
|
+$22.9K
|
+400
|
New
|
|
|
47
|
Mission Wealth Management
Santa Barbara,
California
|
–
|
-$214K
|
-3,720
|
Closed
|
|
|
48
|
IFP Advisors
Tampa,
Florida
|
–
|
-$12K
|
-216
|
Closed
|
|
