|
26
|
|
$505K
|
+$46.7K
|
+236
|
+10%
|
|
|
27
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$480K
|
–
|
–
|
–
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$458K
|
+$484K
|
+2,446
|
New
|
|
|
29
|
Appleton Group
Appleton,
Wisconsin
|
$453K
|
+$479K
|
+2,420
|
New
|
|
|
30
|
Bank of America
Charlotte,
North Carolina
|
$425K
|
-$326K
|
-1,648
|
-42%
|
|
|
31
|
Brave Asset Management
Summit,
New Jersey
|
$419K
|
+$347K
|
+1,754
|
+365%
|
|
|
32
|
Bramshill Investments
Naples,
Florida
|
$397K
|
+$420K
|
+2,121
|
New
|
|
|
33
|
Sunbelt Securities
Houston,
Texas
|
$392K
|
+$428K
|
+2,160
|
New
|
|
|
34
|
|
$387K
|
+$142K
|
+717
|
+53%
|
|
|
35
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$375K
|
+$396K
|
+2,000
|
New
|
|
|
36
|
Chai Trust Company
Chicago,
Illinois
|
$318K
|
–
|
–
|
–
|
|
|
37
|
MGO One Seven
Beachwood,
Ohio
|
$318K
|
+$336K
|
+1,698
|
New
|
|
|
38
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$299K
|
-$2.96M
|
-14,939
|
-90%
|
|
|
39
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$281K
|
+$297K
|
+1,498
|
New
|
|
|
40
|
R.M. Davis Inc
Portland,
Maine
|
$255K
|
–
|
–
|
–
|
|
|
41
|
|
$225K
|
–
|
–
|
–
|
|
|
42
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$202K
|
+$11.9K
|
+60
|
+6%
|
|
|
43
|
Solstein Capital
Menlo Park,
California
|
$188K
|
+$158K
|
+797
|
+389%
|
|
|
44
|
First Personal Financial Services
Charlotte,
North Carolina
|
$159K
|
+$168K
|
+850
|
New
|
|
|
45
|
Lindbrook Capital
Calabasas,
California
|
$107K
|
+$113K
|
+570
|
New
|
|
|
46
|
Avior Wealth Management
Omaha,
Nebraska
|
$31K
|
–
|
–
|
–
|
|
|
47
|
UBS Group
Zurich,
Switzerland
|
$30K
|
+$7.72K
|
+39
|
+32%
|
|
|
48
|
Cutler Group
San Francisco,
California
|
$28K
|
-$114K
|
-576
|
-79%
|
|
|
49
|
|
$22K
|
+$15.8K
|
+80
|
+200%
|
|
|
50
|
Your Advocates Ltd
Houston,
Texas
|
$19K
|
+$19.8K
|
+100
|
New
|
|
