|
51
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$120K
|
+$12.6K
|
+878
|
+12%
|
|
|
52
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$61K
|
–
|
–
|
–
|
|
|
53
|
US Bancorp
Minneapolis,
Minnesota
|
$51K
|
–
|
–
|
–
|
|
|
54
|
Steward Partners Investment Advisory
New York
|
$47K
|
+$46.3K
|
+3,225
|
New
|
|
|
55
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$42.7K
|
–
|
–
|
–
|
|
|
56
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$41K
|
–
|
–
|
–
|
|
|
57
|
|
$39K
|
-$345
|
-24
|
-0.9%
|
|
|
58
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$39K
|
–
|
–
|
–
|
|
|
59
|
Zions Bancorporation
Salt Lake City,
Utah
|
$30K
|
–
|
–
|
–
|
|
|
60
|
Advisory Services Network
Atlanta,
Georgia
|
$18K
|
+$489
|
+34
|
+3%
|
|
|
61
|
Golden State Wealth Management
Santa Ana,
California
|
$15K
|
–
|
–
|
–
|
|
|
62
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$15K
|
–
|
–
|
–
|
|
|
63
|
Advisornet Financial
Minnetonka,
Minnesota
|
$6K
|
–
|
–
|
–
|
|
|
64
|
Bartlett & Co
Cincinnati,
Ohio
|
$6K
|
–
|
–
|
–
|
|
|
65
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$6K
|
–
|
–
|
–
|
|
|
66
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$5.65K
|
–
|
–
|
–
|
|
|
67
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4K
|
–
|
–
|
–
|
|
|
68
|
Geneos Wealth Management
Englewood,
Colorado
|
$1K
|
–
|
–
|
–
|
|
|
69
|
Curi RMB Capital
Chicago,
Illinois
|
–
|
-$1.28M
|
-89,098
|
Closed
|
|
|
70
|
Clough Capital Partners
Boston,
Massachusetts
|
–
|
-$1.06M
|
-73,646
|
Closed
|
|
|
71
|
6 Meridian
Wichita,
Kansas
|
–
|
-$915K
|
-63,660
|
Closed
|
|
|
72
|
Oppenheimer & Co
New York
|
–
|
-$377K
|
-26,246
|
Closed
|
|
|
73
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
–
|
-$200K
|
-13,889
|
Closed
|
|
|
74
|
Icon Wealth Partners
Houston,
Texas
|
–
|
-$31K
|
-2,173
|
Closed
|
|
|
75
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
–
|
-$28K
|
-1,938
|
Closed
|
|
