|
26
|
|
$159K
|
–
|
–
|
–
|
|
|
27
|
Gemmer Asset Management
Walnut Creek,
California
|
$113K
|
–
|
–
|
–
|
|
|
28
|
Vontobel Holding
Zurich,
Switzerland
|
$74K
|
+$72.9K
|
+1,200
|
New
|
|
|
29
|
American Portfolios Advisors
Holbrook,
New York
|
$49.5K
|
+$14.3K
|
+235
|
+41%
|
|
|
30
|
Tortoise Investment Management
White Plains,
New York
|
$49K
|
–
|
–
|
–
|
|
|
31
|
Fidelity Investments
Boston,
Massachusetts
|
$44K
|
–
|
–
|
–
|
|
|
32
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$34K
|
–
|
–
|
–
|
|
|
33
|
IFP Advisors
Tampa,
Florida
|
$21K
|
–
|
–
|
–
|
|
|
34
|
Security National Trust
Wheeling,
West Virginia
|
$18K
|
–
|
–
|
–
|
|
|
35
|
Gradient Investments
Arden Hills,
Minnesota
|
$16K
|
–
|
–
|
–
|
|
|
36
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$15K
|
–
|
–
|
–
|
|
|
37
|
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
$14K
|
+$10K
|
+165
|
+254%
|
|
|
38
|
Steward Partners Investment Advisory
New York
|
$12K
|
–
|
–
|
–
|
|
|
39
|
William Blair & Company
Chicago,
Illinois
|
$12K
|
–
|
–
|
–
|
|
|
40
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$10K
|
-$18.2K
|
-300
|
-66%
|
|
|
41
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$10K
|
–
|
–
|
–
|
|
|
42
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$7K
|
–
|
–
|
–
|
|
|
43
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
–
|
–
|
–
|
|
|
44
|
Harbour Investments
Madison,
Wisconsin
|
$4K
|
–
|
–
|
–
|
|
|
45
|
Spire Wealth Management
Mclean,
Virginia
|
$3K
|
–
|
–
|
–
|
|
|
46
|
|
$3K
|
+$2.49K
|
+41
|
New
|
|
|
47
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$3K
|
+$3.04K
|
+50
|
New
|
|
|
48
|
Westside Investment Management
Santa Monica,
California
|
$16
|
–
|
–
|
–
|
|
|
49
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
–
|
-$12.4M
|
-196,042
|
Closed
|
|
|
50
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
–
|
-$456K
|
-7,176
|
Closed
|
|
