|
226
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30K
|
+$30.1K
|
+559
|
New
|
|
|
227
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$23K
|
+$22.9K
|
+424
|
New
|
|
|
228
|
BB&T Investment Services
Charlotte,
North Carolina
|
$21K
|
+$7.06K
|
+131
|
+47%
|
|
|
229
|
Gradient Investments
Arden Hills,
Minnesota
|
$15K
|
+$2.48K
|
+46
|
+19%
|
|
|
230
|
Synovus Financial
Columbus,
Georgia
|
$15K
|
+$15K
|
+278
|
New
|
|
|
231
|
Thompson Davis & Co
Richmond,
Virginia
|
$13K
|
–
|
–
|
–
|
|
|
232
|
TCI Wealth Advisors
Tucson,
Arizona
|
$8K
|
–
|
–
|
–
|
|
|
233
|
Evercore Wealth Management
New York
|
$8K
|
+$8.14K
|
+151
|
New
|
|
|
234
|
Portfolio Strategies (Washington)
Tacoma,
Washington
|
$7K
|
–
|
–
|
–
|
|
|
235
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$6K
|
–
|
–
|
–
|
|
|
236
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$5K
|
-$66.5K
|
-1,234
|
-93%
|
|
|
237
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$5K
|
–
|
–
|
–
|
|
|
238
|
Fortis Advisors
Wayne,
Pennsylvania
|
$5K
|
+$5.39K
|
+100
|
New
|
|
|
239
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$4K
|
-$2.43K
|
-45
|
-40%
|
|
|
240
|
Hudock Inc
Williamsport,
Pennsylvania
|
$4K
|
+$54
|
+1
|
+1%
|
|
|
241
|
WFG Advisors
Dallas,
Texas
|
$3K
|
-$1.11M
|
-20,660
|
-100%
|
|
|
242
|
Steward Partners Investment Advisory
New York
|
$3K
|
+$2.64K
|
+49
|
+233%
|
|
|
243
|
Kernodle & Katon Asset Management Group
Searcy,
Arkansas
|
$3K
|
+$3.45K
|
+64
|
New
|
|
|
244
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$2K
|
-$1.19K
|
-22
|
-34%
|
|
|
245
|
Endurance Wealth Management
Providence,
Rhode Island
|
$2K
|
–
|
–
|
–
|
|
|
246
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$2K
|
+$1.94K
|
+36
|
New
|
|
|
247
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$2K
|
+$2.16K
|
+40
|
New
|
|
|
248
|
CI Investments Inc
Toronto,
Ontario, Canada
|
–
|
-$74.7M
|
-1,375,234
|
Closed
|
|
|
249
|
Annex Advisory Services
Brookfield,
Wisconsin
|
–
|
-$50.6M
|
-931,584
|
Closed
|
|
|
250
|
State Street
Boston,
Massachusetts
|
–
|
-$40.1M
|
-738,533
|
Closed
|
|
