|
26
|
Matrix Trust Company
Denver,
Colorado
|
$435K
|
+$200K
|
+2,801
|
+86%
|
|
|
27
|
Novare Capital Management
Charlotte,
North Carolina
|
$419K
|
–
|
–
|
–
|
|
|
28
|
Tortoise Investment Management
White Plains,
New York
|
$413K
|
-$3.94K
|
-55
|
-0.9%
|
|
|
29
|
|
$388K
|
+$8.37K
|
+117
|
+2%
|
|
|
30
|
TIAA FSB
Jacksonville,
Florida
|
$356K
|
–
|
–
|
–
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$355K
|
-$85.9K
|
-1,200
|
-20%
|
|
|
32
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$346K
|
-$72
|
-1
|
-0%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$338K
|
-$435K
|
-6,077
|
-57%
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$326K
|
-$43.8K
|
-612
|
-12%
|
|
|
35
|
Prospera Financial Services
Dallas,
Texas
|
$298K
|
-$13.9K
|
-194
|
-4%
|
|
|
36
|
First Horizon Advisors
Memphis,
Tennessee
|
$291K
|
–
|
–
|
–
|
|
|
37
|
UBS Group
Zurich,
Switzerland
|
$289K
|
+$26.1K
|
+365
|
+10%
|
|
|
38
|
Raymond James & Associates
St Petersburg,
Florida
|
$253K
|
-$22.5K
|
-314
|
-8%
|
|
|
39
|
Stamos Capital Partners
Menlo Park,
California
|
$253K
|
+$253K
|
+3,530
|
New
|
|
|
40
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$251K
|
-$25.1K
|
-351
|
-9%
|
|
|
41
|
Wealthfront Advisers
Palo Alto,
California
|
$243K
|
-$104K
|
-1,457
|
-30%
|
|
|
42
|
Millburn Ridgefield Corp
New York
|
$234K
|
-$15.2K
|
-212
|
-6%
|
|
|
43
|
Virtue Capital Management
Brentwood,
Tennessee
|
$210K
|
-$116K
|
-1,617
|
-35%
|
|
|
44
|
MML Investors Services
Springfield,
Massachusetts
|
$210K
|
+$210K
|
+2,934
|
New
|
|
|
45
|
Ameriprise
Minneapolis,
Minnesota
|
$207K
|
-$13.2K
|
-185
|
-6%
|
|
|
46
|
Catalyst Capital Advisors
Huntington,
New York
|
$204K
|
-$23.1K
|
-323
|
-10%
|
|
|
47
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$196K
|
–
|
–
|
–
|
|
|
48
|
US Bancorp
Minneapolis,
Minnesota
|
$190K
|
–
|
–
|
–
|
|
|
49
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$144K
|
+$144K
|
+2,010
|
New
|
|
|
50
|
Clearstead Advisors
Cleveland,
Ohio
|
$105K
|
+$1.86K
|
+26
|
+2%
|
|
