|
26
|
Aspiriant Holdings S3
Los Angeles,
California
|
$465K
|
-$744K
|
-62,850
|
-63%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$389K
|
+$373K
|
+31,510
|
New
|
|
|
28
|
Tocqueville Asset Management
New York
|
$370K
|
+$355K
|
+30,000
|
New
|
|
|
29
|
ProVise Management Group
Clearwater,
Florida
|
$204K
|
-$2M
|
-169,290
|
-91%
|
|
|
30
|
American International Group
New York
|
$129K
|
-$383K
|
-32,320
|
-76%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$95K
|
-$73.5K
|
-6,210
|
-45%
|
|
|
32
|
Partnervest Advisory Services
Santa Barbara,
California
|
$90K
|
–
|
–
|
–
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$87K
|
+$53.8K
|
+4,540
|
+184%
|
|
|
34
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$66K
|
-$59.2K
|
-5,000
|
-48%
|
|
|
35
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$65.4K
|
+$62.8K
|
+5,300
|
New
|
|
|
36
|
Stringer Asset Management
Memphis,
Tennessee
|
$63K
|
+$60K
|
+5,070
|
New
|
|
|
37
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$47K
|
-$14.2K
|
-1,200
|
-24%
|
|
|
38
|
US Bancorp
Minneapolis,
Minnesota
|
$23K
|
–
|
–
|
–
|
|
|
39
|
WFG Advisors
Dallas,
Texas
|
$22K
|
–
|
–
|
–
|
|
|
40
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$18K
|
–
|
–
|
–
|
|
|
41
|
Westport Resources Management
Westport,
Connecticut
|
$4K
|
–
|
–
|
–
|
|
|
42
|
Central Trust Company
Jefferson City,
Missouri
|
$3K
|
–
|
–
|
–
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$3K
|
+$2.37K
|
+200
|
+667%
|
|
|
44
|
Tradewinds Capital Management
Bellingham,
Washington
|
$2K
|
–
|
–
|
–
|
|
|
45
|
Winslow Evans & Crocker
Boston,
Massachusetts
|
$1.24K
|
–
|
–
|
–
|
|
