|
26
|
Avior Wealth Management
Omaha,
Nebraska
|
$480K
|
+$468K
|
+29,655
|
New
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$436K
|
-$35.1K
|
-2,224
|
-8%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$350K
|
–
|
–
|
–
|
|
|
29
|
Millennium Management
New York
|
$346K
|
+$338K
|
+21,419
|
New
|
|
|
30
|
Shaker Financial Services
Arlington,
Virginia
|
$315K
|
+$308K
|
+19,500
|
New
|
|
|
31
|
Livelsberger Financial Advisory
Ashland,
Ohio
|
$313K
|
+$195K
|
+12,365
|
New
|
|
|
32
|
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
|
$253K
|
–
|
–
|
–
|
|
|
33
|
Realta Investment Advisors
Wilmington,
Delaware
|
$251K
|
-$51K
|
-3,234
|
-17%
|
|
|
34
|
Brown Advisory
Baltimore,
Maryland
|
$244K
|
–
|
–
|
–
|
|
|
35
|
City of London Investment Management
London,
United Kingdom
|
$212K
|
–
|
–
|
–
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$210K
|
+$16.7K
|
+1,059
|
+9%
|
|
|
37
|
&Partners
Nashville,
Tennessee
|
$199K
|
–
|
–
|
–
|
|
|
38
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$186K
|
+$184K
|
+11,635
|
New
|
|
|
39
|
Raymond James Trust
St. Petersburg,
Florida
|
$184K
|
–
|
–
|
–
|
|
|
40
|
Mosaic Financial Group
Chicago,
Illinois
|
$162K
|
+$158K
|
+10,000
|
New
|
|
|
41
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$162K
|
+$158K
|
+10,000
|
New
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$121K
|
+$118K
|
+7,500
|
New
|
|
|
43
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$63.8K
|
+$62.3K
|
+3,948
|
New
|
|
|
44
|
Comerica Bank
Dallas,
Texas
|
$58.4K
|
+$16
|
+1
|
+0%
|
|
|
45
|
Redmont Wealth Advisors
Chicago,
Illinois
|
$31.5K
|
+$30.8K
|
+1,951
|
New
|
|
|
46
|
Bank of America
Charlotte,
North Carolina
|
$28.6K
|
+$27.9K
|
+1,767
|
New
|
|
|
47
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.9K
|
+$11.6K
|
+735
|
New
|
|
|
48
|
AssetMark Inc
Concord,
California
|
$226
|
+$221
|
+14
|
New
|
|
|
49
|
Penserra Capital Management
Orinda,
California
|
–
|
-$9.25M
|
-596,675
|
Closed
|
|
|
50
|
Cape Investment Advisory
Mcdonough,
Georgia
|
–
|
-$382K
|
-24,627
|
Closed
|
|
