|
26
|
Perigon Wealth Management
San Francisco,
California
|
$297K
|
–
|
–
|
–
|
|
|
27
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$277K
|
+$327K
|
+14,455
|
New
|
|
|
28
|
Penserra Capital Management
Orinda,
California
|
$241K
|
+$187K
|
+8,289
|
New
|
|
|
29
|
Veritable
Wilmington,
Delaware
|
$217K
|
–
|
–
|
–
|
|
|
30
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$201K
|
+$237K
|
+10,500
|
New
|
|
|
31
|
Cutler Group
San Francisco,
California
|
$134K
|
+$65.5K
|
+2,900
|
+71%
|
|
|
32
|
Versant Capital Management
Phoenix,
Arizona
|
$131K
|
+$155K
|
+6,860
|
New
|
|
|
33
|
Red Door Wealth Management
Memphis,
Tennessee
|
$127K
|
+$150K
|
+6,660
|
New
|
|
|
34
|
American Portfolios Advisors
Holbrook,
New York
|
$91.3K
|
-$4.63K
|
-205
|
-4%
|
|
|
35
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$38K
|
–
|
–
|
–
|
|
|
36
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$38K
|
–
|
–
|
–
|
|
|
37
|
|
$37K
|
+$43.4K
|
+1,922
|
New
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$31K
|
+$26.2K
|
+1,161
|
+258%
|
|
|
39
|
Bison Wealth
Atlanta,
Georgia
|
$19K
|
–
|
–
|
–
|
|
|
40
|
Fidelity Investments
Boston,
Massachusetts
|
$19K
|
+$3.71K
|
+164
|
+20%
|
|
|
41
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$18.4K
|
–
|
–
|
–
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$14K
|
+$15.6K
|
+690
|
New
|
|
|
43
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$11K
|
+$13.4K
|
+593
|
New
|
|
|
44
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$10K
|
–
|
–
|
–
|
|
|
45
|
Sonora Investment Management
Tucson,
Arizona
|
$8K
|
–
|
–
|
–
|
|
|
46
|
Willingdon Wealth Management
Huntersville,
North Carolina
|
$6K
|
+$6.78K
|
+300
|
New
|
|
|
47
|
Geneos Wealth Management
Englewood,
Colorado
|
$4K
|
–
|
–
|
–
|
|
|
48
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$4K
|
+$4.59K
|
+203
|
New
|
|
|
49
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$3K
|
–
|
–
|
–
|
|
|
50
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$2K
|
–
|
–
|
–
|
|
