|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$213K
|
+$206K
|
+1,426
|
New
|
|
|
27
|
CX Institutional
Auburn,
Indiana
|
$186K
|
+$179K
|
+1,245
|
New
|
|
|
28
|
Private Trust Company
Cleveland,
Ohio
|
$172K
|
+$8.07K
|
+56
|
+5%
|
|
|
29
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$124K
|
-$13K
|
-90
|
-10%
|
|
|
30
|
Jones Financial Companies
Des Peres,
Missouri
|
$51.9K
|
+$3.17K
|
+22
|
+7%
|
|
|
31
|
Farther Finance Advisors
San Francisco,
California
|
$44.8K
|
+$43.2K
|
+300
|
New
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$41.6K
|
–
|
–
|
–
|
|
|
33
|
MAI Capital Management
Independence,
Ohio
|
$38.1K
|
-$144
|
-1
|
-0.4%
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$19.1K
|
–
|
–
|
–
|
|
|
35
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$15.9K
|
–
|
–
|
–
|
|
|
36
|
Key Financial Inc
West Chester,
Pennsylvania
|
$15.9K
|
–
|
–
|
–
|
|
|
37
|
GAMMA Investing
Foster City,
California
|
$14.6K
|
–
|
–
|
–
|
|
|
38
|
Advisory Services Network
Atlanta,
Georgia
|
$13.4K
|
+$13K
|
+90
|
New
|
|
|
39
|
Root Financial Partners
Encinitas,
California
|
$8.97K
|
+$8.65K
|
+60
|
New
|
|
|
40
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$5.98K
|
–
|
–
|
–
|
|
|
41
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$5.57K
|
–
|
–
|
–
|
|
|
42
|
Copia Wealth Management
Bend,
Oregon
|
$5.38K
|
–
|
–
|
–
|
|
|
43
|
Comerica Bank
Dallas,
Texas
|
$4.51K
|
–
|
–
|
–
|
|
|
44
|
Russell Investments Group
London,
United Kingdom
|
$4.04K
|
+$3.89K
|
+27
|
New
|
|
|
45
|
AlphaCore Capital
La Jolla,
California
|
$3.74K
|
–
|
–
|
–
|
|
|
46
|
Harbour Investments
Madison,
Wisconsin
|
$1.79K
|
–
|
–
|
–
|
|
|
47
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$1.64K
|
+$1.59K
|
+11
|
New
|
|
|
48
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$1.2K
|
–
|
–
|
–
|
|
|
49
|
Allworth Financial
Folsom,
California
|
$449
|
–
|
–
|
–
|
|
|
50
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
–
|
-$347K
|
-7,500
|
Closed
|
|
