|
51
|
Cedar Wealth Management
Walnut Creek,
California
|
$35K
|
+$34.7K
|
+1,405
|
New
|
|
|
52
|
Legacy Bridge
West Des Moines,
Iowa
|
$32K
|
–
|
–
|
–
|
|
|
53
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$30K
|
–
|
–
|
–
|
|
|
54
|
Arden Trust
Wilmington,
Delaware
|
$27K
|
+$26.6K
|
+1,078
|
New
|
|
|
55
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$25K
|
+$3.7K
|
+150
|
+17%
|
|
|
56
|
Brown Brothers Harriman & Co
New York
|
$24K
|
–
|
–
|
–
|
|
|
57
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23K
|
–
|
–
|
–
|
|
|
58
|
Clean Yield Group
Norwich,
Vermont
|
$22K
|
+$22.2K
|
+900
|
New
|
|
|
59
|
William Blair & Company
Chicago,
Illinois
|
$16K
|
–
|
–
|
–
|
|
|
60
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$15K
|
–
|
–
|
–
|
|
|
61
|
Optimum Investment Advisors
Chicago,
Illinois
|
$10K
|
–
|
–
|
–
|
|
|
62
|
TCI Wealth Advisors
Tucson,
Arizona
|
$10K
|
–
|
–
|
–
|
|
|
63
|
Covington Capital Management
Los Angeles,
California
|
$9K
|
–
|
–
|
–
|
|
|
64
|
|
$8K
|
–
|
–
|
–
|
|
|
65
|
Global Retirement Partners
San Rafael,
California
|
$6K
|
–
|
–
|
–
|
|
|
66
|
American Portfolios Advisors
Holbrook,
New York
|
$4.3K
|
–
|
–
|
–
|
|
|
67
|
AlphaMark Advisors
Ft. Wright,
Kentucky
|
$3K
|
–
|
–
|
–
|
|
|
68
|
Fidelity Investments
Boston,
Massachusetts
|
$2K
|
-$346
|
-14
|
-17%
|
|
|
69
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2K
|
–
|
–
|
–
|
|
|
70
|
Regis Management Company
Menlo Park,
California
|
–
|
-$1.89M
|
-76,341
|
Closed
|
|
|
71
|
Boston Financial Management
Boston,
Massachusetts
|
–
|
-$446K
|
-18,060
|
Closed
|
|
|
72
|
Private Vista
Chicago,
Illinois
|
–
|
-$406K
|
-16,400
|
Closed
|
|
|
73
|
Truist Financial
Charlotte,
North Carolina
|
–
|
-$266K
|
-10,775
|
Closed
|
|
|
74
|
Renaissance Technologies
New York
|
–
|
-$235K
|
-9,500
|
Closed
|
|
|
75
|
|
–
|
-$124K
|
-5,000
|
Closed
|
|
