|
26
|
CacheTech Inc
Logan,
Utah
|
$292K
|
–
|
–
|
–
|
|
|
27
|
Adell Harriman & Carpenter
Houston,
Texas
|
$250K
|
+$38.5K
|
+388
|
+15%
|
|
|
28
|
RHS Financial
San Francisco,
California
|
$228K
|
+$272K
|
+2,736
|
New
|
|
|
29
|
Edgestream Partners
Princeton,
New Jersey
|
$202K
|
+$241K
|
+2,425
|
New
|
|
|
30
|
Pinnacle Associates
New York
|
$172K
|
+$206K
|
+2,070
|
New
|
|
|
31
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$167K
|
+$199K
|
+2,000
|
New
|
|
|
32
|
|
$151K
|
+$16.6K
|
+167
|
+10%
|
|
|
33
|
|
$135K
|
-$156K
|
-1,574
|
-49%
|
|
|
34
|
William Blair & Company
Chicago,
Illinois
|
$41.6K
|
–
|
–
|
–
|
|
|
35
|
Parallel Advisors
San Francisco,
California
|
$36.9K
|
-$89.6K
|
-902
|
-67%
|
|
|
36
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$13.3K
|
–
|
–
|
–
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11K
|
+$13K
|
+131
|
+6,550%
|
|
|
38
|
WFA Asset Management
Whitefish Bay,
Wisconsin
|
$7.28K
|
–
|
–
|
–
|
|
|
39
|
Sterling Capital Management
Charlotte,
North Carolina
|
$6.89K
|
-$993
|
-10
|
-11%
|
|
|
40
|
Bank of America
Charlotte,
North Carolina
|
$4.5K
|
+$5.36K
|
+54
|
New
|
|
|
41
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$1.67K
|
–
|
–
|
–
|
|
|
42
|
TCTC Holdings
Dallas,
Texas
|
$1.25K
|
–
|
–
|
–
|
|
|
43
|
|
$899
|
–
|
–
|
–
|
|
|
44
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$833
|
–
|
–
|
–
|
|
|
45
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$832
|
–
|
–
|
–
|
|
|
46
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$117
|
–
|
–
|
–
|
|
|
47
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$103
|
–
|
–
|
–
|
|
|
48
|
Farther Finance Advisors
San Francisco,
California
|
$33
|
–
|
–
|
–
|
|
|
49
|
Wells Fargo
San Francisco,
California
|
$12
|
–
|
–
|
–
|
|
|
50
|
Virtue Capital Management
Brentwood,
Tennessee
|
–
|
-$8.37M
|
-77,821
|
Closed
|
|
