|
51
|
Cerity Partners OCIO
New York
|
$250K
|
+$277K
|
+2,738
|
New
|
|
|
52
|
|
$239K
|
+$101
|
+1
|
+0%
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$236K
|
-$46.2K
|
-457
|
-15%
|
|
|
54
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$228K
|
+$115K
|
+1,143
|
+84%
|
|
|
55
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$219K
|
+$242K
|
+2,395
|
New
|
|
|
56
|
|
$218K
|
+$241K
|
+2,388
|
New
|
|
|
57
|
|
$207K
|
+$229K
|
+2,263
|
New
|
|
|
58
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$206K
|
-$1.82K
|
-18
|
-0.8%
|
|
|
59
|
Bank of America
Charlotte,
North Carolina
|
$200K
|
–
|
–
|
–
|
|
|
60
|
Credit Suisse
Zurich,
Switzerland
|
$185K
|
+$205K
|
+2,028
|
New
|
|
|
61
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$136K
|
-$110K
|
-1,085
|
-42%
|
|
|
62
|
Tower Research Capital (TRC)
New York
|
$99K
|
+$109K
|
+1,082
|
New
|
|
|
63
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$86K
|
+$94.3K
|
+934
|
New
|
|
|
64
|
American Portfolios Advisors
Holbrook,
New York
|
$40.8K
|
+$44.9K
|
+445
|
+22,250%
|
|
|
65
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$36K
|
–
|
–
|
–
|
|
|
66
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$21K
|
–
|
–
|
–
|
|
|
67
|
UBS Group
Zurich,
Switzerland
|
$21K
|
+$23.6K
|
+234
|
New
|
|
|
68
|
Harbour Investments
Madison,
Wisconsin
|
$18K
|
+$20.3K
|
+201
|
New
|
|
|
69
|
SignatureFD
Atlanta,
Georgia
|
$15K
|
–
|
–
|
–
|
|
|
70
|
|
$14K
|
+$15.7K
|
+155
|
New
|
|
|
71
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$10K
|
+$10.9K
|
+108
|
New
|
|
|
72
|
|
$1K
|
+$808
|
+8
|
New
|
|
|
73
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
–
|
-$31.8M
|
-297,587
|
Closed
|
|
|
74
|
Financial Sense Advisors
San Diego,
California
|
–
|
-$6.47M
|
-60,628
|
Closed
|
|
|
75
|
Raymond James Trust
St. Petersburg,
Florida
|
–
|
-$1.41M
|
-13,229
|
Closed
|
|
