|
301
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$15K
|
+$2.57K
|
+37
|
+21%
|
|
|
302
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$15K
|
+$14.1K
|
+204
|
New
|
|
|
303
|
Koshinski Asset Management
Decatur,
Illinois
|
$14.3K
|
+$13.9K
|
+200
|
New
|
|
|
304
|
Stephens Consulting
Flint,
Michigan
|
$14.3K
|
+$13.9K
|
+200
|
New
|
|
|
305
|
Tradition Wealth Management
Edina,
Minnesota
|
$11K
|
+$10.4K
|
+150
|
New
|
|
|
306
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11K
|
+$10.8K
|
+156
|
New
|
|
|
307
|
Caldwell Trust
Venice,
Florida
|
$10.7K
|
–
|
–
|
–
|
|
|
308
|
Lindbrook Capital
Calabasas,
California
|
$9K
|
-$4.65K
|
-67
|
-35%
|
|
|
309
|
First Horizon Advisors
Memphis,
Tennessee
|
$9K
|
–
|
–
|
–
|
|
|
310
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$9K
|
+$9.15K
|
+132
|
New
|
|
|
311
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$8K
|
-$3.47K
|
-50
|
-31%
|
|
|
312
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$7K
|
–
|
–
|
–
|
|
|
313
|
Howe & Rusling
Rochester,
New York
|
$5K
|
–
|
–
|
–
|
|
|
314
|
Signet Financial Management
Parsippany,
New Jersey
|
$5K
|
+$4.65K
|
+67
|
New
|
|
|
315
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$3K
|
-$9.64K
|
-139
|
-77%
|
|
|
316
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3K
|
-$485
|
-7
|
-13%
|
|
|
317
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$3K
|
–
|
–
|
–
|
|
|
318
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$3K
|
+$555
|
+8
|
+24%
|
|
|
319
|
TD Private Client Wealth
New York
|
$2.07K
|
–
|
–
|
–
|
|
|
320
|
Bell Investment Advisors
Oakland,
California
|
$2K
|
-$485
|
-7
|
-22%
|
|
|
321
|
Albion Financial Group
Salt Lake City,
Utah
|
$2K
|
+$1.39K
|
+20
|
+250%
|
|
|
322
|
Destiny Wealth Partners
Tavares,
Florida
|
$1K
|
–
|
–
|
–
|
|
|
323
|
|
$1K
|
+$139
|
+2
|
+22%
|
|
|
324
|
Arax Advisory Partners
Denver,
Colorado
|
$1K
|
+$902
|
+13
|
New
|
|
|
325
|
|
–
|
-$66.2M
|
-1,000,000
|
Closed
|
|
