|
201
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$239K
|
+$68.1K
|
+3,091
|
+36%
|
|
|
202
|
Petrus Trust Company
Dallas,
Texas
|
$239K
|
+$247K
|
+11,214
|
New
|
|
|
203
|
Insight 2811 Inc
Chicago,
Illinois
|
$214K
|
–
|
–
|
–
|
|
|
204
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$213K
|
–
|
–
|
–
|
|
|
205
|
Zurich Cantonal Bank
Zurich,
Switzerland
|
$207K
|
-$33.6K
|
-1,524
|
-14%
|
|
|
206
|
William Blair & Company
Chicago,
Illinois
|
$201K
|
+$208K
|
+9,432
|
New
|
|
|
207
|
|
$179K
|
+$185K
|
+8,406
|
New
|
|
|
208
|
UBS Group
Zurich,
Switzerland
|
$161K
|
+$22.7K
|
+1,032
|
+16%
|
|
|
209
|
Regions Financial Corp
Birmingham,
Alabama
|
$141K
|
–
|
–
|
–
|
|
|
210
|
Atria Investments
Charlotte,
North Carolina
|
$124K
|
+$268K
|
+12,170
|
New
|
|
|
211
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$122K
|
–
|
–
|
–
|
|
|
212
|
Prelude Capital Management
New York
|
$122K
|
+$126K
|
+5,730
|
New
|
|
|
213
|
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
$74K
|
-$2.34K
|
-106
|
-3%
|
|
|
214
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$74K
|
-$1.3K
|
-59
|
-2%
|
|
|
215
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$62K
|
–
|
–
|
–
|
|
|
216
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$61K
|
–
|
–
|
–
|
|
|
217
|
Brown Brothers Harriman & Co
New York
|
$60K
|
–
|
–
|
–
|
|
|
218
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$58K
|
-$27.3K
|
-1,240
|
-31%
|
|
|
219
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$56K
|
-$6.61K
|
-300
|
-10%
|
|
|
220
|
Optimum Investment Advisors
Chicago,
Illinois
|
$49K
|
–
|
–
|
–
|
|
|
221
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$45K
|
+$20.4K
|
+925
|
+82%
|
|
|
222
|
SignatureFD
Atlanta,
Georgia
|
$43K
|
-$353
|
-16
|
-0.8%
|
|
|
223
|
Geneos Wealth Management
Englewood,
Colorado
|
$37K
|
+$110
|
+5
|
+0.3%
|
|
|
224
|
Israel Discount Bank of New York
New York
|
$32K
|
–
|
–
|
–
|
|
|
225
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$28K
|
–
|
–
|
–
|
|
