|
51
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$64K
|
–
|
–
|
–
|
|
|
52
|
City Holding Co
Charleston,
West Virginia
|
$54K
|
+$8.14K
|
+535
|
+18%
|
|
|
53
|
US Bancorp
Minneapolis,
Minnesota
|
$49K
|
–
|
–
|
–
|
|
|
54
|
Creative Planning
Overland Park,
Kansas
|
$46K
|
-$43.2K
|
-2,837
|
-48%
|
|
|
55
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$33K
|
–
|
–
|
–
|
|
|
56
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$31K
|
+$30.6K
|
+2,011
|
New
|
|
|
57
|
Steward Partners Investment Advisory
New York
|
$24K
|
+$24.6K
|
+1,615
|
New
|
|
|
58
|
Avior Wealth Management
Omaha,
Nebraska
|
$15K
|
–
|
–
|
–
|
|
|
59
|
D.A. Davidson & Co
Great Falls,
Montana
|
$14K
|
–
|
–
|
–
|
|
|
60
|
|
$12K
|
–
|
–
|
–
|
|
|
61
|
North Star Investment Management
Chicago,
Illinois
|
$12K
|
+$11.6K
|
+765
|
New
|
|
|
62
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$9K
|
–
|
–
|
–
|
|
|
63
|
Penserra Capital Management
Orinda,
California
|
$8K
|
+$989
|
+65
|
+12%
|
|
|
64
|
IHT Wealth Management
Chicago,
Illinois
|
$8K
|
+$7.61K
|
+500
|
New
|
|
|
65
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$4K
|
–
|
–
|
–
|
|
|
66
|
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
$4K
|
–
|
–
|
–
|
|
|
67
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$3K
|
–
|
–
|
–
|
|
|
68
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$2K
|
–
|
–
|
–
|
|
|
69
|
Shaker Financial Services
Arlington,
Virginia
|
–
|
-$1.16M
|
-74,645
|
Closed
|
|
|
70
|
|
–
|
-$704K
|
-45,340
|
Closed
|
|
|
71
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
–
|
-$622K
|
-40,048
|
Closed
|
|
|
72
|
Doliver Advisors
Houston,
Texas
|
–
|
-$260K
|
-16,762
|
Closed
|
|
|
73
|
Cetera Advisor Networks
El Segundo,
California
|
–
|
-$169K
|
-10,865
|
Closed
|
|
|
74
|
National Planning Corporation
El Segundo,
California
|
–
|
-$154K
|
-10,277
|
Closed
|
|
|
75
|
First Interstate Bank
Billings,
Montana
|
–
|
-$26K
|
-1,700
|
Closed
|
|
